This article explains how to raise an Office Receipt E-Chit, including entering receipt details and submitting the E-Chit for processing.
Follow along with the video training here:
To Raise an Office Receipt E-Chit:
- Select the Office E-Chit option
- This will open the relevant window, and at the top of the screen, the fee earner information will be displayed
- Under Payment/Receipt, select Receipt
- In the Transaction Type, choose how the funds were received by selecting the appropriate option from the dropdown menu
- The Account field will automatically populate with the case you are currently working in
- Enter the total amount received
- Enter the Date. You can use today’s date, backdate it if needed, or set a future date
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The reference will generate automatically based on the selected payment method
- For example, selecting Bank Transfer will generate a reference beginning with BT followed by the date.
- Enter who the money was received from which is typically your client
- In the Narrative field, briefly describe the reason for the receipt
- If you are authorized to approve your own e-chits, tick the Authorization box. However, 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 the e-chit if required, although this is optional since everything is saved within the system
- If needed, add a note in the Notes field for the cashier
- Once all details have been reviewed, click Submit
The chit will be sent to the accounting team for processing.