This article explains how to transfer a Client to an Office Chit in the Unity® Practice Management. 

The chit transfers money from a Client account to an Office account (usually to pay a bill). It creates a debit in the Client account and a credit in the Office account, and the funds will be cleared automatically. 

How to Access the Chit

1. Open the Accounts program.
2.  Click the Posting icon.
3. Double-click the Client folder to display a list of Client chits.
4. Double-click the Transfer Client to Office option.

How to Post the Chit

(You can follow along using the training video here) 

1. Enter a Matter Code or search for a Matter Code by clicking on the three dots in the Matter Code field.
2. Select a Client Bank Account to debit.
3. Select an Office Bank Account to credit.
4. Enter the Amount to transfer. To credit any bills or disbursements as part of the transfer, 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, then click the three dots. 
   • Click OK to save any changes or click Cancel to quit the window without saving.
5. Enter a Reference. 

6. Enter a Narrative manually or click the dropdown arrow to select from a list of standard Narratives.

7. Select a posting Date.
   • If the date selected is not within the next financial month, the Post into Next Month checkbox will be ticked by default. The transaction will automatically be posted to the next month.
8. Enter a Batch (if applicable). 
9. Click Post to post the transaction to the Ledger Card. 

**If VAT cash accounting is enabled, an additional checkbox will appear. By default, the "Unallocated (Cash A/C)" checkbox will be unchecked. It will only be checked 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 considered an optional extra and may not be available in your system. Contact the Sales Department at 0161 236 2910 for more information.)** 

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.