This article explains how to post the Office Credit & Office Disbursement Credit chit in Unity® Practice Management. 

This chit receives money into an Office account to pay bills or disbursements and creates a credit transaction on the Office side of a Ledger. It can be used to post either an Office Credit or an Office Disbursement Credit (cancels an incorrectly posted Office Disbursement Debit). 

How to Access the Chit

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 Office Credit option.

How to Post an Office Credit Using this Chit

1. Enter a Matter Code or search for a Matter Code by clicking on the three dots in the Matter Code field.
2. Enter the Amount to credit. To credit any bills or disbursements as part of the transaction, do the following:
   • Click on the three dots next to the amount field, and a new window will pop up. This window is divided into 2 sections. The upper section will display any Unpaid Bills, and the lower section will display any Unpaid Disbursements. The lower section allows you to directly mark Disbursements as paid (i.e., if you do not intend to include them on a bill). This will help keep the Unbilled Disbursement statistics and reports accurate.
   • To partly pay a Bill/Disbursement, locate the required record, then enter an amount into the Amount To Credit Now field.
   • To fully pay a Bill or Disbursement, locate the required record, then tick the Pay All checkbox.
   • If VAT cash accounting is enabled, then by default the system will split the amount credited evenly, making appropriate entries into the VAT, Profit Costs, and Disbursement fields. To view or edit these calculated figures, click inside the Amount To Credit Now field. (Please note that VAT cash accounting is classed as an optional extra and therefore may not be present within your system. Contact the Sales department on 0161 236 2910 for more information.

   • Click OK to save any changes or click Cancel to quit the window without saving.

3. Enter a Reference. 
4. Select an Office Bank Account to credit.
5. If VAT cash accounting is enabled an extra checkbox will be present. By default the Unallocated (Cash A/C) checkbox will not be ticked. It will become ticked only if the credit has been allocated to a bill (see step 2). You can manually override this by clicking inside the checkbox. (Please note that VAT cash accounting is classed as an optional extra and therefore may not be present within your system. Contact the Sales  department on 0161 236 2910 for more information).
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. Select a posting Date.
   • The posting date field will default to the current date.
   • If the date selected falls within the next financial month, the Post Into Next Month checkbox will become available. The checkbox will be checked by default, meaning the transaction will automatically be posted into the next financial month. You can uncheck the box to disable the post-ahead feature, which will then allow the transaction to be posted into the current financial month.
8. Select a Batch (if applicable). 
9. Click Post to post the transaction to the Ledger card

How to Post an Office Disbursement Credit Using this Chit

1. Enter a Matter Code or search for a Matter Code by clicking on the three dots in the Matter Code field.
2. Tick the Disb Required? checkbox.
3. Select a Disbursement Type.
4. Tick the Already Billed? checkbox if the Disbursement has already been billed.
5. Enter the Amount.
6. If the amount entered is to cancel any existing Disbursements then click the three dots next to the Amount field and a new window will pop up. The lower section of this window will display any Unpaid Disbursements: 
   • To partly cancel a Disbursement locate the required record in the lower section then enter an amount into the Amount To Credit field.
   • To fully cancel a Disbursement locate the required record in the lower section then tick the Pay All checkbox.
7. Enter a Reference.
8. By default a VAT code E will be allocated. To amend the VAT details do the following: 
   • Click the three dots 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 the + symbol to add a new record (in order to split the VAT between different codes).
   • Click Delete to delete a record.
   • Click OK to save any changes or click Cancel to quit the window without saving.
9. Select an Office Bank Account to credit.
10. 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.)
11. Select a posting Date.
    • The posting date field will default to the current date.
    • If the date selected falls within the next financial month, the Post Into Next Month checkbox will become available. The checkbox will be checked by default, meaning the transaction will automatically be posted into the next financial month. You can uncheck the box to disable the post-ahead feature, which will then allow the transaction to be posted into the current financial month.
12. Select a Batch (if applicable). 
13. Click Post to post the transaction to the ledger card.

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.