In this article, we'll take you through the different sections of the Unity eBilling platform.
Note: These User Guides will be updated as more features are added and revised. Check in frequently for more information.
Top Navigation Bar
The Top Navigation Bar is a constant, easily accessible navigation bar at the top of Unity, allowing users to quickly access key sections and features.
Within the Top Navigation Bar, you can:
- Launch the Quick Add menu
- Open the User Profile Menu
Quick Add Menu
Click on the Quick Add menu to open a drop-down menu that enables you to quickly:
Left Side Navigation
The Left Side Navigation pane provides a quick way to access the essential parts of the platform.
Within the pane, you can:
- Go to the main Dashboard page
- Access Ask Unity
- Select which App you’d like to use, if applicable
- Access the Financials page
- Access the Matters page
- Access the Invoices page
- Access the Accruals page
- Access the Vendors page
- Access the Budgets page
- Access the Calendar
- Access the Tasks page
- Access the Timekeepers page
- Access the Address Book
- Open the Reports function
- Access CounselMatch
- Open the Settings screen
- Access the Support Center (Note that this will just lead back to the ScreenSteps page)
If you'd like to minimize the pane, click on Collapse for a condensed version. Click on the Expand button to restore to original size.
The Dashboard
Use the Dashboard to get a quick look at essential action items and other information within Unity eBilling.
NOTE: This display will change based upon your organization's specific plan and setup.
Click on the drop-down Search bar to search through a specific collection of documents.
The actual dashboard is comprised of two different areas: the My Items panel and the associated widgets.
My Action Items Panel
The My Action Items Panel displays an array of different cards linking to:
- Invoices
- Matters
- Timekeepers
- Budgets
- Legal Requests
- Vendor Surveys
- Court Rules
- Events
- Tasks
Next to each one of these action items, you'll see a number of how many action items you have in each category.
Each of these cards links to a corresponding page, allowing users to view more information.
Invoices Widget
The Invoices Widget gives you a quick look at vital invoice statistics, including:
- Invoices Pending
- Invoices On Hold
- Invoices Approved
The widget also includes a chart with a sum total of all invoices, broken down by pending/on hold/approved. Hover over the colored sections to see more details.
Click on the View Received Invoices link to go directly to that section of the invoice list page.
Matters Widget
The Matters Widget gives you a quick look vital matters statistics, including:
- Open matters
- Draft matters
- Closed matters
The widget also includes a chart with a sum total of all invoices, broken down by open/draft/closed. Hover over the colored sections to see more details.
Click on the View Open Matters link to go directly to that section of the matters page.
