This article shows how to use Journal and Crediting within the Accounts section of Unity® Practice Management.

General Information

This chit creates a debit on the Office side of a ledger whilst crediting a nominal.
It is often used for travel expenses.
It creates a debit matter transaction and a credit nominal transaction.
It can be used to post either an Office journal crediting a nominal or an Office disbursement journal crediting a nominal.

How To Access The Chit

Open the Accounts program
Click the Posting icon
Double-click the Office folder to display a list of Office chits
Double-click the Office Journal Crediting Nominal option

How To Post An Office Journal Crediting Nominal Using This Chit

Select a matter code to debit, either manually or search for a matter code by clicking the ellipsis.
Select a Branch
Select a Nominal
Enter the amount
Enter a Reference
To enter a narrative, either enter the text manually or click to select from a list of standard narratives
Select a Posting Date
- The posting date field will default to the current date.
- If the date selected is within the next financial month, then the Post Into Next Month checkbox will become available. The checkbox will be ticked by default, which means the transaction will automatically be posted into the next financial month. You may click on the checkbox to remove the tick. This will disable the post ahead feature, allowing the transaction to be posted into the current financial month.
Click Post to post the transaction to the ledger card

How To Post An Office Disbursement Journal Crediting Nominal Using This Chit

Select a matter code to debit. Enter a matter code manually or search for a matter code by clicking the ellipsis
Select a Branch
Select a Disbursement Type
Select a Nominal
Tick the Disb Required? checkbox
Tick the Already Billed? checkbox if the disbursement has already been billed
Enter the amount of the disbursement
Enter a Reference
By default a VAT code E will be allocated. To amend the VAT details do the following:
- Click the ellipsis next to the VAT field and a new window will pop up
- All fields within the window are editable. Simply locate the required field and re-enter the new information
- Click "+" to add a new record (in order to split the VAT between different codes)
- Click "-" to delete a record
- Click OK to save any changes or click Cancel to quit the window without saving
To enter a narrative either enter the text manually or click to select from a list of standard narratives
Select a Posting Date
- The posting date field will default to the current date
- If the date selected is within the next financial month then the "Post Into Next Month" checkbox will become available. The checkbox will be ticked by default which means the transaction will automatically be posted into the next financial month. You may click on the checkbox to remove the tick. This will disable the post ahead feature allowing the transaction to be posted into the current financial month
Click Post to post the transaction to the ledger card

Miscellaneous Options

Click Posting on the top toolbar to enable a dropdown menu. From here you can open another chit type
Click View on the top toolbar to enable a dropdown menu. From here, you can display either the accounts or the time ledger card for the selected matter
Click Options on the top toolbar to enable a dropdown menu. From here you have 3 options:
- Click Chit Colours to enable/disable to posting chit colour schemes
- Click Dialog Style to enable/disable the dialog style. This affects the role of the ENTER key when you are filling in a posting chit. When the dialogue style is enabled it means that there is always a default button on the chit which you can activate by hitting enter/return without the need to focus the button first. Make sure the Dialog Style option is ticked and open a bill chit. You will see that the Post button has a border around it. This means it is the active button so if you ever press the enter/return key the chit will attempt to post regardless of where your cursor is on the chit. If you choose to disable the dialogue style this means there will be no active button and the ENTER key will do nothing unless a specific button has been highlighted by your cursor at that time.
- Click Case-Sensitivity Dictionary to launch the Case Sensitivity Dictionary utility
Click Keep to enable a dropdown menu. From here you can select to retain the branch, bank, date, details, reference or narrative for future postings
Click Cancel to clear the contents of the chit