This article describes how a chit transfers money from the Office account of a ledger to the Client account creating a debit on the Office side of the ledger and a credit on the Client side. within the Accounts section of Unity® Practice Management

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 Transfer Office To Client option.

Post The Chit

1. Select a matter code. Enter a matter code manually or search for a matter code by clicking the ellipsis
2. Select an Office bank account to debit.
3. Select a Client bank account to credit.
4. 4.  Enter the amount to transfer.
5. 5.  Enter a Reference.
6. To enter a Narrative, either enter the text manually or click the dropdown to select from a list of standard narratives.
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 is ticked by default, which means the transaction will automatically be posted into the next financial month. Removing the tick 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 affects the role of the ENTER key when you are filling in a posting chit. When enabled, it means that there is always a default button on the chit which you can activate by hitting enter 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 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 to enable 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.