This article explains how to post a Narrative Only chit in Unity® Practice Management.

The chit creates an entry that contains only a Narrative and/or a Reference.

 How to Access the Chit

1. On the Accounts program, click Posting.
2. Double click either the Client, Deposit, Nominals, or Office folder. The Narrative Only chit is available in all folders.
3. Double-click the Narrative Only option. 

How to Post a Narrative Only Chit

(Follow along with the training video here)

1. Enter a Matter code or search for a Matter Code by clicking on the three dots on the Matter code field.

2. Once the Matter code is entered, the Name and Description fields will be populated. 

3. Enter a Reference.

4. Enter a Narrative manually or click the dropdown arrow to select from a list of standard Narratives.

5. Select a posting Date.

6. Click on the dropdown arrow to select a Batch (if one applies). 

7. Click Post to post the Narrative Only to the Ledger Cards. 

For the Nominal Narrative Only chit you will be required to select a Branch and Nominal.

How to Post a Nominal Narrative Only Chit

1. Click on the dropdown arrow to select a Branch.
2. Click on the dropdown arrow to select a Nominal.
3. Enter a Reference.
4. Enter a Narrative manually or click the dropdown arrow to select from a list of standard Narratives.
5. Select a posting Date.
6. Click on the dropdown arrow to select a Batch (if one applies).
7. Click Post to post the Nominal Narrative Only to the Ledger Cards.

** If the date selected is not within the next financial month, the "Post into Next Month" checkbox will be ticked by default. The transaction will automatically be posted into the next month**

Miscellaneous Options

1. To open another chit type, click Posting, from the dropdown menu choose another chit.
2. Click View to see the Ledger Card.
3. 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.