This article explains how to post the Office Bank Transfer chit in Unity® Practice Management. 

General Information

• This chit transfers money directly between Office bank accounts (i.e. cashbooks), bypassing the ledgers.
• It creates two transactions: a debit and a credit which balance to zero.

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 Bank Transfer option.

How To Post the Chit

1. Select an Office Bank Account to Debit.
2. Select an Office bank Account to Credit.
3. Enter the Amount to transfer.
4. Enter a Reference.
5. To enter a Narrative, either enter the text manually or click on the dropdown to select from a list of standard narratives. (An entry in this field is not mandatory).
6. 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.
7. Click Post to post the transaction.

Miscellaneous Options

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

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

3. Click Cancel to clear the contents of the chit:

For further help posting an Office Bank Transfer Chit, please see the below video which will also guide you through the process: