This article explains how to post a Client to Office Reversal through Unity® PMS Accounts platform.

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

The Transfer Client to office Reversal window will then be displayed. With this, we can correct any errors that we may have encountered on our Client Office Transfers.

To Transfer Client to Office Reversal 

1. Enter the file number on the Matter Code field. This will then generate the client’s name and their additional info

2. Click the three dots or more options icon on the Amount field. You’ll then be able to select the transfer you wish to do a reversal to.

   Debit Bills & Disbursement

3. Refer to the following section under the Debit Bills & Disbursements window:
   • Paid Bills
   • Paid Disbursement
   • Unidentified Office Debits
   • Unallocated Office Credit
4. Using the Reverse column, tick the bills or disbursements transfers that you want to reverse
5. Once done, click OK button
6. To continue, input the Reference
7. Type in the Narrative
8. Update the Date using the calendar prompt
9. Review the items entered and once done, click Post

That will then automatically make the amendments to the ledgers.

Refer to the Unity® PMS Accounts training video on how to post a Client to office Reversal: