This article describes how to raise an e-chit within Unity Practice Management
How to raise an e-chit
E-chits are a great way to record and manage your financial transactions for both clients and office accounts, whilst ensuring that you are compliant with the SRA account rules.
There are several places within the Unity® Practice Management software where you can raise an e-chit from:
- Quick Link on the Dashboard
- Quick Links on Unity® Practice Management Pages
- Money area in Unity® Practice Management
- Go to 'New' and select the required e-chit from the dropdown list:
Work through the e-chit wizard and complete all the details, if you have the correct permissions you will also be able to authorise the e-chit.