Access a comprehensive video library to learn Client and Matters in Unity® Accounting.
It is recomended these videos be watched in order by beginners in Unity® Accounting. Existing users, can access the video instructions related to the topics in any order.
| CLIENT & MATTERS | |
| SUBJECT | LINK |
| Overview Part 1 | Clients & Matters Overview |
| Overview Part 2 | Clients & Matters Overview |
| How to Use Conflict Search | Using Conflict Search |
| Editing Client Details | Edit Client Details |
| Creating a new matter (Pre-Existing Client) | Create New Matter - Pre-existing Client |
| Opening a New Client and Matter | New Client and Matter |
| Searching for your Client | Search for Client |
| Sorting Matters | Sorting Matters |
| Closing a Matter | 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 |