This article explains how to create an Office Debit through Unity® PMS Accounts platform.

To start, let’s head to Postings > click to expand the Office folder > then select Office Debit.

The Office Debit window will then be displayed.

Office Debit window

Enter the client number on the Matter Code field. This will then generate the client’s name and their additional info
Next, select the Disbursement type using the field’s drop-down menu
Type in the Amount
If the disbursement to be paid is already being billed, you have the option to click the three dots or more options icon.

This will display the client’s Anticipated Disbursement list.
- Select an anticipated disbursement
- Using the Pay Out Now field, type in the amount
- Then, click the OK button
To continue, head to the VAT Code field
If it’s Vatable, click the three dots or the more options icon.

On the VAT Details for Office Debit window:
- Select the VAT Code from the drop-down menu
- Then, click OK
Enter the Reference code
Type in the Narrative. Normally, this indicate the Payee, invoice number and how it’s being paid
Set the Date using the field’s calendar prompt
Review the details entered and once done, click Post