PLEASE NOTE A CORRECTION: The correct version code for this release is 5.2.7.1
UPGRADE NOTICE – Take advantage of the latest integration between Unity® Practice Management and Unity® Accounting
We’re excited to let you know that Unity® Accounting will be fully integrated with Unity® Practice Management on Tuesday, January 23, 2024.
Unity® Practice Management is Canada’s leading practice management solution for legal professionals, processing millions of legal transactions with ease and efficiency. With Unity® Practice Management, you can manage any matter and capture any disbursement or fee your firm handles.
For Unity® Practice Management users, this new integration means that you no longer need to export or import files to capture fees and disbursements from Unity® Practice Management to Unity® Accounting. Now, with just a few clicks, all your Unity® Practice Management fees and disbursements will flow directly into Unity® Accounting in real-time.
This improved connectivity will help you limit instances of dropped disbursements that impact your bottom line and reduce costly, non-billable time by removing hours of manual data entry each week – freeing you up to put more time towards high-value, revenue-driving billable work and projects that will help your firm grow.
For those who use both Unity® Accounting and Unity® Practice management, you can find the guides on how to use this improved integration below. For customers in British Columbia, hang tight because Unity® Practice Management will be available very soon. In the meantime, you can benefit from a similar integration between eConveyance® and Unity® Accounting.
For any questions about Unity® Practice Management, reach out to our sales team today. If you require technical support to link your existing Unity® Practice Management and Unity® Accounting solutions, review our self-help guides or contact customer support.
| View Integration Guides
View training options: Select a Date & Time – Calendly |
UPDATE INFORMATION
To perform this update, Unity® Accounting will be unavailable on Monday, January 22 from 5:00 pm to 11 pm PST.
On Friday, please update Unity® Accounting by following your usual esiLaw update process:
- Prepare for the update by following the instructions found here: Preparing for an update
- Once you receive the notification asking you to update to the latest version (Unity® Accounting 5.2.7.1), click on ‘update’. If you skip the prompt or don’t get one, you can manually download the latest version.
- If you need to uninstall and reinstall the application, view our help guide here: How to Install Unity Accounting
- Please subscribe to the System Status Page for notices related to maintenance and availability.
