Send accounting details seamlessly with the new Sync with Unity® Accounting feature.
When working on a Unity matter, the "Sync with Unity® Accounting" feature will allow the Statement of Account data to be received in Unity® Accounting for import to your client accounting files.
The information populated in the Statement of Account in Unity® can be sent directly to Unity® Accounting. View this Quick Start Guide to turn on the integration and begin transferring data to Unity® Accounting seamlessly.
DOWNLOAD THE QUICK START GUIDE HERE
Notes:
Administrators Guide
A Billing or Admin user must first ensure your settings and GL codes are set up appropriately. Please review the Administrator's Guide in detail before you begin transferring data to Unity® Accounting.
View the Administrators Guide here: https://solutions.dyedurham.ca/knowledge-base/integrations/unity-practice-management-unity-accounting-administrators-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
Video Demonstration:
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Step by Step Video Guide |
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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 |