This article explains how to raise a Transfer E-Chit, including entering transfer details and submitting the E-Chit for processing.

Follow along with the video training here:

To Transfer an E-Chit: 

1. Select the Transfer E-Chit option
2. Once the window opens, the fee earner will be displayed at the top of the screen
3. Under the Transfer dropdown menu, select the appropriate option depending on where the funds are being moved
4. Enter the amount you would like to transfer in the Amount field
5. Enter the Date. This can be today’s date, a past date, or a future date if required
6. In the Narrative field, enter the reason for the transfer
7. If you are able to authorize your own E-Chits, tick the Authorization box. 
   • If the option is greyed out, you can still submit the E-Chit and it will be authorized on your behalf
8. If you would like to print a copy of the E-Chit, select the Print option
   • Printing is optional since everything is saved within the system
9. If needed, enter notes for the cashier in the Notes box
10. Once all details have been reviewed, click Submit

The accounting team will be able to review the transfer on their side, and the E-Chit transfer will be ready for processing.

Related Article: 

Unity® PMS Onboarding 

E-Chits