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

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

The Office Journal Crediting Nominal will then be displayed.

Office Journal Crediting Journal window

1. Enter the client number on the Matter Code field. This will then generate the client’s name and their additional info
2. Using the field’s drop-down menu:
   • Select the Nominal type
   • Select the Disbursement type    
3. Then, Enter the Amount

4. If you wish to allocate the amount against the bill—with an anticipated disbursement journaled for this matter, click the three dots or more options icon.  

   On the Anticipated Disbursement list:

   • Select an anticipated disbursement
   • Using the Pay Out Now field, type in the amount
   • Then, click the OK button
5. To continue, type in the Reference

6. 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
7. Type in the Narrative. Normally, this indicates the reference and what the journal entails
8. Set the Date using the field’s calendar prompt
9. Review the details entered and once done, click Post

This will then debit the office ledger and credit the nominal.

Refer to the Unity® PMS Accounts training video on how to create an Office to Nominal Journal: