This article explains how to complete a Client E Chit, including entering receipt details, adding transaction information, and submitting the E-Chit for processing.
Follow along with the video training here:
- Select the Client E-Chit option.
- Once the window opens, the fee earner information will be displayed at the top of the section.
- Select whether the transaction is a Payment or a Receipt.
- Select the appropriate option in the Transaction type, whether it's cheque or bank transfer for example.
- The Account field will automatically associate with the case you are currently working on.
- Enter the amount received.
- Enter the date. You can use today’s date, a past date, or a future date depending on the transaction.
- The Reference field will generate automatically. For example, BT indicates Bank Transfer and the numbers reflect the date.
- Specify who the money was received from or your client's name.
- In the Narrative field, enter the reason for the funds
- If you are able to authorize your own E-Chit, tick the Authorization box. While if the option is greyed out, you can still submit the E-Chit, and it will be authorized on your behalf.
- You may also print a copy if required, although this is optional since everything is saved in the system.
- If needed, leave a note for the accounting team in the Notes box.
- Once all details have been reviewed, click Submit.
The accounting team will be able to see all the details on their side and process the Client E-Chit.