This article describes how to raise a Bill with Profit Costs and allocate Time Entries in Unity® Practice Management.

How to Access this Option:

1. Open the Accounts program.
2. Click the Posting icon.
3. Double-click the Office folder to display a list of Office chits.
4. Double-click the Bill option.

How to Raise a Bill with Profit Costs and Allocate Time Entries

1. Select a Matter Code in the Account No field. Enter a matter code manually or search for a Matter Code by clicking the Three Dots.
2. Enter a Reference.
3. Select a Branch.
4. Enter the Profit Costs amount.
5. The default code for bills will be VAT code A, which is the 20% standard rate.
6. To enter a Narrative, either enter the text manually or click the dropdown arrow to select from a list of standard Narratives. (An entry in this field is not mandatory.)
7. To allocate the relevant time postings to your Profit Costs, tick the Yes checkbox
8. Update the date within the 'Bill all the time up to' field by clicking on the drop-down and selecting the relevant date. The system will only bill the time postings up to and including this date.
9. Alternatively, if you would like to select the Time Postings manually. Follow the steps below:
   • Click on Build Time.
   • You will see a list of the Time Entries available to locate the Bill to.
   • Select a Time Entry.
   • Tick the Bill Now checkbox.
   • You can also deselect an entry by unticking the Bill Now checkbox.
   • If required, you can choose to Write/Off any Time Entries at the point of billing by ticking the W/O checkbox.

   • Click OK to save your selections.

10. Select the Posting Date.
    • The date will always default to the current date.
    • It should be updated to your Bill date. To update this, click on the dropdown and select the correct date.
11. Once all details are entered, click Post.

Miscellaneous Options

• To open another chit type, click Posting from the dropdown menu, and choose another chit.
• Click View to see the Ledger Card.
• Click Options to get the following options:
  • Chit Colours: to enable/disable posting chit colour schemes.
  • Dialog Style: to enable/disable the dialog style.
  • Case-Sensitivity Dictionary: to launch the Case-Sensitivity Dictionary utility.

• Click Keep and select either Branch, Bank, Date, Details, Reference or Narrative to retain them for future postings.
• Click Cancel to clear the contents of the chit.