This is a training guide for the E-Chits section in Unity® Practice Management.  

New E-Chit

On the Quick Links menu, click on New E-Chit. A menu will open, and select the type of E-Chit you would like to create. 

Office E-Chit Payment

To record an office Payment/Receipt, you will need to fill out the office E-Chit with all the details of the transaction.
An example of an office payment: Land Reg/Search fees, court fees.

Office E-Chit Receipt

To record an office receipt, you will need to fill out the office E-Chit with all the details of the transaction.
An example of an Office Receipt: Invoice fee, Office Disbursements.

Client E-Chit Payment

To record a client payment, you will need to fill out the client E-Chit with all the details of the transaction.
An example of a client payment: purchase funds, estate agent fees.

Client E-Chit Receipt

To record a Client Receipt, you will need to fill out the client E-Chit with all the details of the transaction.
An example of a client receipt: sale funds, money on account.

Deposit E-Chit

Deposit E-Chit is used for having a separate account with interest bearing for the client
money. 

Transfer E-Chit

Transfer E-chit is used to transfer money between bank accounts for example client to office transfer.

Journal E-Chit

This E-Chit is used to move money between one account ledger (debit) to another account ledger (credit). Can be used for a sale matter to a purchase matter.

Please contact Support for any queries.