This article explains how to raise an Office Payment E Chit using a nominal account, including entering payment details and submitting the E Chit for processing.

Follow along with the video training here:

Open Office E Chit

1. Select the Office E Chit option.
2. Once the window opens, the fee earner will be displayed at the top of the screen.

Enter Payment Details

1. Choose whether the transaction is a Payment or a Receipt.
2. Choose how the payment is being made. 
3. In the Matter field, change the selection to Nominal.
4. Select the appropriate option from the dropdown list on the right-hand side under Disbursement type, such as Mileage.
5. Enter the amount in the Amount field.
6. If VAT needs to be applied, tick the VAT checkbox.
7. Enter the date.
   • This can be today’s date, a past date, or a future date if required.
8. In the Pay field, enter the name of the staff member receiving the payment.

Enter Payment Destination

1. Under Payment destination, select either:
   • International
   • United Kingdom
2. If United Kingdom is selected, enter:
   • Sort code
   • Account number
3. Enter the payment reference.
4. In the Narrative field, provide a clear reason for the payment.

Authorize and Submit

1. If you are authorized to approve your own E-Chit, tick the Authorization box.
   • Note: If the option is greyed out, you can still submit the E-Chit and it will be authorized on your behalf.
2. You may also print the E-Chit if required, although this is optional since everything is saved within the system.
3. If needed, leave a note for the cashier in the Notes box.
4. Once all details have been reviewed, click Submit.

The cashier will be able to review all the details on their side, and the Office Payment E-Chit using a nominal account will be successfully submitted.