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

General Information

• This chit transfers a client's money from a Deposit account to a Client account.
• It creates a debit in the Deposit account and a credit in the Client account.

How To Access The Chit

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

How to Post the Chit

1. Select a Matter Code. Enter a matter code manually or search for a matter code by clicking the three dots. 
2. Select a Deposit account to debit.
3. Select a Client bank account to credit.
4. Enter the amount to transfer.
5. Enter a Reference.
6. To enter a Narrative, either enter the text manually or click the down arrow to select from a list of standard narratives. (An entry in this field is not mandatory).
7. Select a posting date; the default is 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. You may click on the checkbox to remove the tick. This will disable the post-ahead feature, allowing the transaction to be posted into the current financial month.
8. Select a cleared date; by default, the system will allocate the current date.
9. 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. This affects the role of the ENTER key when you are filling in a posting chit. When the dialogue style is enabled (i.e. the menu option is ticked) it means that there is always a default button on the chit which you can activate by hitting enter/return without the need to focus the button first. Try it. 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. This means it is the active button, so if you ever press the enter/return key, the chit will attempt to post regardless of where your cursor is on the chit. If you choose to disable the dialogue style, this means there will be no active button, and the ENTER key will do nothing unless a specific button
     has been highlighted by your cursor at that time.*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.