This article shows how to post payments to a supplier prior to receiving an invoice within Unity® Practice Managment

Access The Chit

1. Open the Accounts program.
2. Click the Posting icon
3. Double click the Purchase Ledger folder to display a list of Purchase Ledger chits.
4. Double click the P/L Prepayment option.

Post The Chit

1. Select a supplier.
2. Enter the amount.
3. Enter a reference.
4. Select a bank.
5. Tick the Cheque Required checkbox to produce a cheque based on the current posting.
   1. • Specify whom the cheque is to be made payable to.
      • When the chit has been posted the cheque will join a print queue within the cheque printing utility.
      • To enter a narrative either enter the text manually or click the ellipsis to select from a list of standard narratives.
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. Untick the Remittance Advice checkbox if you do not wish to automatically generate a remittance advice Microsoft Word document after you have clicked Post.
   • • The Remittance Advice checkbox will be disabled unless the client has requested otherwise. In other words, if you cannot see this checkbox on the posting chit then you can skip this step.
8. Click Post to post the transaction to the ledger card.

**Please note that the cheque writing utility is an optional extra and therefore may not be enabled**

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
   1. • 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 filling in a posting chit.
      • When the dialogue style is enabled (i.e. the menu option is ticked) 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 when pressing the Enter key the chit will attempt to post regardless of where your cursor is on the chit.
      • Disabling the dialogue style means there will be no active button and the ENTER key will do nothing unless a specific button has been highlighted.
4. Click Case-Sensitivity Dictionary to launch the Case Sensitivity Dictionary utility.
5. 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.
6. Click Cancel to clear the contents of the chit.

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