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 the global search and key sections and features.
Within the Top Navigation Bar, you can:
- Launch the Quick Add menu
- View Notifications
- 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 create a:
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
- Select which App you’d like to use, if applicable
- Access the Matters page
- Access the Vendors page
- Access the Timekeepers page
- Access the Address Book
- Open CounselMatch
- Open the Settings screen
- Access the Support Center
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.
The actual dashboard is comprised of two different areas: the My Items panel and the associated widgets.
My Items Panel
The My Items Panel displays an array of different cards detailing:
- The total number of Timekeepers; click on the card to go to the Timekeepers page.
- The number of Invoices awaiting the user's approval; click on the card to go to the My Invoices page
- The total number of Matters; click on the card to go to the Matters page (filtered by open matters)
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. Click into the colored sections of the chart to see a more detailed breakdown.
Click on the View Pending Approval 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. Click into the colored sections of the chart to see a more detailed breakdown.
Click on the View Open Matters link to go directly to that section of the matters page.
