Unity® Practice Management and Unity® Accounting are now fully integrated for streamlined fee and disbursement transfer.
Unity® Practice Management and Unity® Accounting are now fully integrated for streamlined fee and disbursement transfer. Now, with just a few clicks, all your Unity® fees and disbursements will flow directly into Unity® Accounting in real-time, meaning you no longer need to export or import files.
View this guide on how to set up your connection between Unity® Practice Management and Unity® Accounting.
DOWNLOAD THE ADMINISTRATOR'S GUIDE HERE
Quick Start Guide
Once you have set up the configuration as shown in the Administrators Guide, you and your staff can utilize the Quick Start Guide to use the integration.Find it here: https://solutions.dyedurham.ca/knowledge-base/unity-practice-management-unity-accounting-practice-management-sync-quick-start-guide
Training Resources
Looking for training? View our training option for this topic below:
Syncing Unity & Unity Accounting
In this webinar, you will learn how to sync Unity and Unity Accounting and pull in your real estate-related disbursements and fees.
Register Here: https://calendly.com/unity-group-training/unity-accounting-sync
Contents of the Guide:
1. UNITY® SETUP
1.1. Administration - Conveyancer Configuration - Statement of Account
- Manage General Statement of Account Settings
- Accounting Software
- Matter Identifier for Accounting Software
- Manage Accounting Software Codes
1.2. Configuration - Statement of Account - Templates
- Viewing and Editing The ‘Statement of Account’ Templates
- New 'Statement of Account' Template