This article explains how to post a Deposit Credit through Unity® PMS Accounts platform.

To start, let’s head to Postings > click to expand the Deposits folder > then select Deposit Credit. 

You may be entering a Deposit Credit to allocate some interest.

To Post A Deposit Credit

1. Type-in the Client Number as Matter Code. This will then generate the client’s deposit account and their additional info
2. Enter the credit Amount
3. Type in the Reference
4. Type in the Narrative. Either enter the text manually or click the drop-down menu to select from a list of standard Narratives.  (An entry in this field is not mandatory.)
5.  Update the Date using the calendar prompt
   • The posting date field will default to the current date.
   • If the date selected is within the next financial month, then the "Post Into Next Month" checkbox will become available. The checkbox will be ticked by default, which means the transaction will automatically be posted into the next financial month. You may click on the checkbox to remove the tick. This will disable the post-ahead feature, allowing the transaction to be posted into the current financial month.
6. Once done, click Post. That will then add the interest on our ledger

Miscellaneous Options

1. Click Posting on the top toolbar to enable a dropdown menu. From here, you can open another chit type.
2. Click View on the top toolbar to enable a dropdown menu. From here, you can display either the accounts or the time ledger card for the selected matter
3. Click Options on the top toolbar to enable a dropdown menu. From here, you have 3 options:
   • Click Chit Colours to enable/disable posting chit colour schemes.
   • Click Dialog Style to enable/disable the dialog style. This basically affects the role of the ENTER key when you are filling in a posting chit. 
   • When the dialogue style is enabled or the menu option is ticked, it means that there is always a default button on the chit which you can activate by hitting enter/return without the need to focus the button first. Try it. 
   • Make sure the Dialog Style option is ticked then open a bill chit. You will noticed that the button has a border around it. This means it is the active button, so if you ever press the enter/return key, the chit will attempt to post regardless of where your cursor is on the chit. 
   • If you choose to disable the dialogue style, this means there will be no active button, and the ENTER key will do nothing unless a specific button has been highlighted by your cursor at that time.
   • Click Case-Sensitivity Dictionary to launch the Case-Sensitivity Dictionary utility
4. Click Keep to enable a dropdown menu. From here, you can select to retain the branch, bank, date, details, reference, or narrative for future postings.
5. Click Cancel to clear the contents of the chit. 

Refer to the Unity® PMS Accounts training video on how to post a Deposit Credit: