Databases |
Moved |
Notes |
|
Lawyer & Timekeepers (All) |
YES |
|
|
Type of Law Codes (All) |
YES |
|
|
Disbursement (Expense) Codes (All) |
YES |
|
|
Time Codes (All) |
YES |
|
|
Tasks (AutoText Codes) (All) |
YES |
|
|
User Accounts & Login Information (All) |
YES |
|
|
Clients & Matters (All) |
YES |
All clients and matters will be migrated, however, billed transactions associated to each matter are not migrated to Unity® Accounting |
|
Contacts (All) |
YES |
|
|
Vendors (All) |
YES |
|
|
General Ledger Accounts (All) |
YES |
Does not include details |
|
General Bank Accounts (All) |
NO |
Opening balances for General Bank Accounts are not migrated to Unity® Accounting. They will have to be entered manually on day one of migration – instructions will be provided |
|
Trust Bank Accounts (All) |
YES |
|
|
Unbilled Time & Fees (unbilled only) |
YES |
Includes details |
|
Unbilled Disbursements (unbilled only) |
YES |
Includes details |
|
Vendor Unbilled Disbursements (unbilled only) |
YES |
Includes details |
|
Unpaid/Outstanding Bills (unpaid/partial paid only) |
YES |
|
|
Trust |
YES |
Opening balances and active historical transactions |
|
Historical Data including, but not limited to:
|
NO |
Migrating to Unity® Accounting
- Unity® Practice Management
-
Unity® Accounting
- Installation, Configuration and Updates
- Migrating to Unity® Accounting
- Getting Started
- User Accounts
- Opening and Creating Companies
- Clients and Matters
- Lists and Codes
- Reporting
- General Ledger / Chart of Accounts
- Trust Accounting
- Time and Fees
- Disbursements and Expenses
- General Accounting
- Bank Reconciliation
- Month/Year End
- Billing
- Vendors and Accounts Payable
- Payments, Receipts and Deposits
- Audits
- Payroll
- Learning
- Unity® Lender Centre
- eConveyance
- eCore
- eCorp
- Estate-a-Base
- Fast Company
- Will Builder
-
Legacy Products