This article describes how to use the Bad Debt and Write Back Chit feature of Unity Practice Management

General Information

• If a bill is paid after previously being written off then the bill can be written back prior to posting the office credit chit.
• This posting chit should be completed in the same manner as the bad debt write off chit.

How To Access the Chit

1. Open the Accounts program.
2. Click the posting icon
3. Double click the Office folder to display a list of Office chits.
4. Double click the Bad Debt Write Back option.

How To Post The Chit
1.  Select a matter code. Enter a matter code manually or search for a matter code by clicking "..."

2.  Select a branch.

3.  Select a nominal to write back to.

4.  Enter the amount to write back.

5.  Enter a reference.

6.  By default, a VAT code E will be allocated. To amend the VAT details, do the following:

• Click "..." next to the VAT field and a new window will pop up.
• All fields within the window are editable. Simply locate the required field and re-enter the new information.
• Click the + symbol to add a new record (in order to split the VAT between different codes).
• Click the - symbol to delete a record.
• Click OK to save any changes or click Cancel to quit the window without saving.

7.  Click "..." next to the gross field to select the write off that you would like reverse:

• A new window will pop up. This window is divided into 2 sections. The upper section will display any paid bills, and the lower section will display any billed disbursements. The lower section allows you to directly mark disbursements as unbilled. This will help keep the unbilled disbursement statistics and reports accurate.
• To partly unpay/unbill a bill/disbursement, locate the required record then enter an amount into the Amount To Debit Now/Unbill Now field.
• To fully unpay/unbill a bill/disbursement locate the required record then tick the Unpay In Full/Unbill In Full checkbox.
• Click OK to save any changes or click Cancel to quit the window without saving.

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 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. If you unselect this check box, it will disable the post ahead feature allowing the transaction to be posted into the current financial month.

10.  Click Post to post the transaction to the ledger card.

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:

• Click Chit Colours to enable/disable posting chit colour schemes.
• Click Dialog Style to enable/disable the dialog style. When the dialogue style is enabled (the menu option is selected) pressing Enter will Post your entry. Try it, just 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. If you choose to disable the dialogue style , pressing the Enter key will activate the button that is highlighted by your cursor.
• Click Case-Sensitivity Dictionary to launch the Case Sensitivity Dictionary utility.

4.  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.

5.  Click Cancel to clear the contents of the chit.