This article explains how to post the Transfer Client to Deposit Chit in Unity® Practice Management. 

What is The Transfer Client to Deposit Chit?

• The Transfer Client to Deposit Chit transfers a client's money from a Client Account to a  Deposit Account (to accrue interest).
• It creates a debit in the Client Account and a credit in the Deposit Account.
• It will clear funds automatically.

How To Access the Chit

1.  Open the Accounts program and click on the Posting icon.

2.  Double-click the Client Folder to display a list of Client chits.

3.  Double-click the Transfer Client to Deposit option.

How To Post the Chit

(You can follow along using the training video here) 

1.  Select a Matter Code by entering it manually or search for the code by clicking the three dots.

2.  Select a Client Bank Account to debit.

3.  Select a Deposit Account to credit.

4.  Enter the Amount to transfer.

5.  Enter a Reference.

6.  To enter a Narrative, either enter the text manually or click on the dropdown icon to select from a list of Standard Narratives. (An entry in this field is not mandatory.)

7.  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.

8.  Click Post, to post the transaction to the ledger card.

Miscellaneous Options

1.  Click Posting on the top toolbar to enable a dropdown menu. From here you can open another chit type.

2.  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.

3.  Click Options on the top toolbar to enable a dropdown menu. From here you have 3 options:

• Click Chit Colours to enable/disable posting chit colour schemes.
• Click Dialog Style to enable/disable the dialog style. This basically affects the role of the ENTER key when you are filling in a posting chit. When the dialogue style is enabled (i.e. the menu option is ticked) 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. Try it. 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.

4.  Click Keep, enabling a dropdown menu. From here you can select to retain the branch, bank, date, details, reference or narrative for future postings.

5.  Click Cancel, to clear the contents of the chit.

 

For further help posting a transfer from client to deposit chit, please see the below video which will also guide you through the process: