Access a comprehensive video library to learn how to use Unity Accounting
Note: This video library is a new resource and we are working towards adding more videos weekly. Please be patient if you see a video title that does not yet have a video link yet. Check back at a later time to see if it's been added.
We recommend you watch the videos in order if you're new to Unity Accounting. If you are an existing user, you can access the video instructions related to the topics you are interesting in in any order.
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File |
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Opening and Creating Companies |
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Printing
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Cheques: https://vimeo.com/995404830 Audits: https://vimeo.com/995404810 Labels: https://vimeo.com/995404852 |
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Importing and Exporting |
Coming Soon |
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Practice Management Sync Overview (View below for step-by-step videos) |
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Email Center |
Coming Soon |
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UTBMS Billing |
Coming Soon |
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Switch to Single User Mode |
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List |
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Auto Text Codes (Adding or editing auto text codes) |
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Contact Role (Adding or editing contact role) |
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Contact Types (Adding or editing contact types) |
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Disbursement Codes (Adding disbursement code) |
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Disbursement Codes (Editing disbursement code) |
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Disbursement Codes (Making a disbursement code inactive) |
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Event, Task and Limitation Codes (Adding or editing) |
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Law Codes (Adding or editing) |
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Major Client Code (Adding or editing) |
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Payee Addresses (Adding or editing) |
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Payment Type (Adding or editing) |
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Time Codes (Adding or editing time codes) |
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Timekeepers (Adding a timekeeper) |
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Timekeepers (Editing a timekeeper) |
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Timekeepers (Generating a list of timekeepers) |
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Timekeepers (Making a timekeeper inactive) |
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Timekeepers (Setting Monthly or Annual Billing Target-Budget) |
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UTBMS Codes |
Coming Soon |
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Custom Fields |
Coming Soon |
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Templates |
Coming Soon |
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Client and Matters |
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Overview Part 1 |
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Overview part 2 |
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File Opening |
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Conflict Search (after matter has been opened) |
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Conflict Search (when opening matter) |
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Creating a new matter for a pre-existing client |
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Editing client details |
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Searching for your client |
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Sorting matters |
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Closing a matter |
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Reopening a client/matter |
Coming Soon |
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Events (Adding an event to a matter) |
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Events (Editing an event) |
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Events & Tasks (marking items as completed) |
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Events & Tasks (sorting) |
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Limitation (Adding a limitation period) |
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Limitation (Editing limitation period) |
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Task (Adding a Task to a Matter) |
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Task (Editing) |
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Time & Fees |
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Posting time entries |
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Editing time entries |
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Posting non-billable time |
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Posting time during the pre-bill stage |
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Editing time during the pre-bill stage |
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Reversing time entries |
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Transferring time entry to another matter |
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Writing off unbilled time |
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Disbursements |
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Posting a disbursement as an entry |
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Editing unbilled disbursement posted as an entry |
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Posting a disbursement as a general cheque |
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Editing unbilled disbursement posted as a general cheque |
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Posting a disbursement as a vendor’s invoice |
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Editing or reversing unbilled disbursement posted as vendor’s invoice |
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Entering a disbursement credit |
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Editing a disbursement credit |
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Reversing an unbilled disbursement |
https://vimeo.com/958627845 |
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Transfer unbilled disbursement to another matter |
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Writing off unbilled disbursement |
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Posting a disbursement during the pre-bill stage |
Coming Soon |
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Editing a disbursement during the pre-bill stage |
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Entering anticipated disbursement |
Coming Soon |
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Marking an anticipated disbursement as paid |
Coming Soon |
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Pay unbilled disbursement |
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Trust |
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Posting a trust receipt |
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Reversing a trust receipt |
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Writing a trust cheque |
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Writing a trust cheque for multiple clients or matters |
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Reversing a trust cheque |
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Request a trust cheque |
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Release a trust cheque |
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Transferring trust to another matter |
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Reversing trust transfer to another matter |
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Trust Transfer to pay bills (after the bill is issued) |
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Trust Transfer to pay bills (during the billing process) |
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Write trust transfer cheque |
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Reversing a trust transfer cheque |
Coming Soon |
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Reversing a trust transfer to pay bills |
Coming Soon |
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Bills and Payments |
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Creating a pre-bill |
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Finalizing a bill |
Coming Soon |
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Creating a flat bill |
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Creating a contingency bill |
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Paying a bill by general cheque |
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Writing off a bill |
Coming Soon |
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Writing down a bill |
Coming Soon |
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Writing off partially paid or unpaid bills |
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Reversing a bill |
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Editing an unpaid bill |
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Enter bill payment |
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Enter a bill payment (trust transfer) |
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Reversing a bill payment |
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Reversing a bill payment made by a trust transfer |
https://vimeo.com/995404452 |
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Refund payment |
Coming Soon |
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General Cheque |
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Writing a cheque for operational expense |
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Writing a cheque for client and operational expenses |
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Writing a cheque and posting it to multiple GLs |
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Editing a general cheque |
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Reversing a general cheque |
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Request general cheque |
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Reverse general receipt |
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Release general cheque |
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Entering a general receipt |
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Transactions |
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Batch write-offs and transfers |
Coming Soon |
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Enter Refunds |
Coming Soon |
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Enter NSF |
Coming Soon |
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Post Interest |
Coming Soon |
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Vendors |
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Creating vendors |
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Posting vendor's invoice |
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Enter Invoice |
Coming Soon |
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Pay Invoice |
Coming Soon |
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Enter Credit |
Coming Soon |
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Banking |
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Make bank deposits (finalize) |
Coming Soon |
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Reprint / Undo bank deposits |
Coming Soon |
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Bank Reconciliation |
Coming Soon |
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Reports (Coming Soon) |
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Maintenance |
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Users – Adding a user |
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Users – Creating groups and access to features |
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Explanation of G/L account (header and transaction accounts) |
Coming Soon |
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Chart of Accounts & Reporting – Adding a G/L account |
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Chart of Accounts & Reporting – Editing a G/L account |
Coming Soon |
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Bookkeeping |
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Posting HST/GST payment |
Coming Soon |
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Journal entry |
Coming Soon |
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Adjusting journal entry |
Coming Soon |
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Windows (Coming Soon) |
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Help (Coming Soon) |
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Alerts (Coming Soon) |
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Practice Management Sync - Step by Step |
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Step 1 - Entering GL Codes into Unity |
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Step 2 - Entering Explanation Listings |
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Step 3 - Setting Up your Matter in Unity and Unity Accounting |
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Step 4 - Matching your Disbursements in the Statement of Account to your GL Accounts |
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Step 5 - Entering Disbursement Codes into Unity Accounting |
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Step 6 - Syncing Unity with Unity Accounting |
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Admin |
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Admin Training (Part 1) |