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

This chit transfers money directly between Client 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 Client folder to display a list of Client chits.
4. Double-click the Client Bank Transfer option.

How to Post the Chit

1. Select a Client bank account to debit.
2. Select a Client Bank account to credit.
3. Enter the Amount to transfer.
4. Enter a Reference.
5. Enter a Narrative manually or click the dropdown arrow 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 falls within the next financial month, the Post Into Next Month checkbox will become available. The checkbox will be checked by default, meaning the transaction will automatically be posted into the next financial month. You can uncheck the box to disable the post-ahead feature, which will then allow the transaction to be posted into the current financial month.
7. Enter a Batch (if applicable). 
8. Click Post to post the transaction.

Miscellaneous Options

• To open another chit type, click Posting from the dropdown menu, and choose another chit.
• 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.