This article describes how to post the Client Credit & Client Disbursement Credit chit in Unity ®Practice Management. 

This chit pays money into the Client's account and creates a credit transaction on the Client's side of the Ledger. It can be used to post either a Client Credit or a Client Disbursement credit. 

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 Credit option.

How to Post a Client Credit Using this 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. Then press the Tab key on your keyboard to move through the fields
3. Enter the Amount to credit
4. Enter a bank Reference to show how the payment was received. This could include details like the method, followed by the date.
5. Select a Client Bank account to credit
6. Choose the relevant Transaction type from the dropdown list
7. To enter a Narrative, either enter the text manually or click the dropdown arrow to select from a list of standard Narratives. (An entry in this field is not mandatory.)
8. 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
9. Select a Cleared Date.
   • If the Cleared Funds checkbox is left unticked the cleared date will be incremented from the transaction date by the pre-set number of days for uncleared funds
   • If the Cleared Funds checkbox is ticked, the cleared date will be held the same as the transaction date
   • The cleared date can also be manually edited
10. Enter a Batch (if applicable)
11. Click Post to post the transaction to the Ledger card

How to Post a Client Disbursement Credit Using this Chit

1. Enter a Matter Code or search for a Matter Code by clicking on the three dots in the Matter Code field.
2. Tick the Disb Required? checkbox.
3. Select a Disbursement Type.
4. Tick the Already Billed? checkbox if the Disbursement has already been billed
5. Enter the Amount to credit.
6. Enter a Reference.
7. Select a Client Bank account to credit.
8. To enter a Narrative, either enter the text manually or click the dropdown arrow to select from a list of standard Narratives. (An entry in this field is not mandatory.)
9. 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.
10. Select a Cleared Date.
    1. If the Cleared Funds checkbox is left unticked, the cleared date will be incremented from the transaction date by the pre-set number of days for uncleared funds.
    2. If the Cleared Funds checkbox is ticked, the cleared date will be held the same as the transaction date.
    3. The cleared date can also be manually edited.
11. Enter a Batch (if applicable). 
12. Click Post to post the transaction to the Ledger card.

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.