Using CosmoLex's integration with Unity®, you can dramatically simplify the real estate closing workflow. Statement of account charges for single or multiple files from Unity can be imported into CosmoLex for client billing and back-office accounting.

Import Unity Files

Once you have downloaded the Unity Accounting zip file to your system and extracted the contents to a folder, you can import it to CosmoLex.

To import Unity files:

  1. From the main navigation panel, click Billing.
  2. From the Billing menu, click Time & Expense.
  3. From the tabs atop the Time/Expense screen, click Action.
  4. From the Action menu, select Unity Import.
  5. On the Upload the Unity© Data pop-up, click Choose file.
  6. Select the Unity txt. files from your system and click Upload.
  7. Review the disbursements that have been imported from Unity.
  8. Check the disbursements you wish to retain and click Complete Import.
  9. To confirm the message in the dialog box, click Ok.

    The imported data will appear in the Time/Expense list.