Access a comprehensive video library to learn Client and Matters in Unity® Accounting.
| This video library is a new resource, and we are working towards adding more videos weekly. Check back at a later time to see if more videos have 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 interested in in any order.
| CLIENT & MATTERS | |
| SUBJECT | LINK |
| Overview Part 1 | Clients & Matters Overview 1 |
| Overview Part 2 | Clients & Matters Overview 2 |
| File Opening | Clients & Matters - File Opening |
| Conflict Search (After Matter Has Been Opened) | Clients & Matters - Conflict Search |
| Conflict Search (When Opening a Matter) | Conflict Search - Opening a Matter |
| Creating a new matter (Pre-Existing Client) | Create New Matter - Pre-existing Client |
| Editing Client Details | Editing Client Details |
| Searching for your Client | Search for Client |
| Sorting Matters | Sorting Matters |
| Closing a Matter | Clients & Matters - Close Matter |
| Events (Adding an Event to a Matter) | Add Events |
| Events (Editing an Event) | Edit Event |
| Events & Tasks (Marking Items as Completed) | Mark Item as Completed |
| Events & Tasks (Sorting) | Sort Events and Tasks |
| Limitation (Adding a Limitation Period) | Add Limitation Period |
| Limitation (Editing Limitation Period) | Edit Limitation Period |
| Task (Adding a Task to a Matter) | Add Taks to Matter |
| Task (Editing a Task) | Edit Task |