This guide walks you through configuring Purchase Statement of Account settings in Unity® for users in British Columbia.

Setting these preferences ensures accurate, consistent purchase statements and smooth trust reconciliation.

Access Purchase Statement of Account Settings

1. From the Administration/Settings page, click Purchase Statement of Account.

The page lists all Purchase Statement of Account templates, showing whether each is set as the default, the matter type, active status, last-updated date, and the User ID of the person who last updated it.

At the top, you’ll see two buttons:

• Manage General Statement of Account Settings

• Add Statement of Account Template

Manage General Statement of Account Settings

Click Manage General Statement of Account Settings to configure:

1. Accounting Software - Select the software your firm uses (Unity Accounting, PCLaw, or Cosmolex).

   Tip: Click Manage Accounting Software Codes to confirm your GL Accounting Codes are set up.

2. Matter Identifier Number for Accounting Software - Choose whether to use the accounting number, file number, or matter number.

3. General Settings - For each item, choose how it’s inserted:

   • Into Statement of Account automatically

   • Into Statement of Account as an F9 value (field code that pulls data from the matter)

   • Into Buyer Statement of Adjustments/Trust Rec automatically

   • Into Buyer Statement of Adjustments/Trust Rec as an F9 value

4. Items

   • Title Registration Fee (choose whether this fee calculates automatically or is entered manually)

   • Title Insurance Premium

   • LTSA Title Searches

   • LTSA Title Documents

   • LTSA Registration Service Charges

   • LTSA Search Service Charges

   • LOTR Fee

   • Strata Documents Cost

   • Corporate Summary Search

   • Tax Certificate Cost

   • Software Transaction Charge

   • Insurance Binder Cost

   • Survey Certificate

Add a Template

1. Click Add Statement of Account Template to create a new template.

2. Enter a name, assign it to a matter type, and set fees and disbursements (subject to or not subject to GST, PST, or both).

3. If you plan to export to your accounting software, add the appropriate account codes.

4. Choose whether to make it the default template, mark it active or inactive, and—if you want the fee calculated from an all-inclusive price—select the checkbox and enter the amount.

5. Click Save.

Copy an Existing Template

1. Click the burger menu next to an existing template and choose Copy Template.

2. Edit the new copy as needed.

3. Click Save.

Edit an Existing Purchase Statement of Account Template

1. To change an existing template, click its matter type in the Template Name column, or open the three-line menu and click Open.

2. In the Edit Statement of Account Template window, you can:

   • View the Template Name and Matter Type (these cannot be changed for the default templates: Purchase, Mortgage, Sale, and Discharge).

   • Add or delete lines for Fees and Disbursements using the three-line menu; set amounts or leave as Calculated to have Unity calculate it automatically.

   • Assign the Accounting Codes set in the general settings.

   • Click inside a row to select it, then click Move Up or Move Down to reorder lines.

   • Click Reset to return the template to the default.

   • Mark the template Active or Inactive.

3. Click Save.

Apply Template Changes at the Matter Level

When you save changes to a Statement of Account template, they apply only to new matters created after the change. Existing matters remain unchanged.

To use the updated template in an existing matter:

1. Open the matter, go to the Statement of Account tab, click Actions, and choose Reset.

Important: Resetting the Statement of Account in a matter clears any existing values and replaces them with the current template.

Related Articles

Learn The Basics! - British Columbia

First Login & User Profile Setup

My Integration Credentials

Billing Page

Access Rights Profiles

Integration Credentials

Title Insurance Configurations

Manage Document Profiles

Statement Of Account

Manage Trust Accounts

Order to Pay/Trust Reconciliation

Purchase Adjustment/Trust Reconciliation