This article explains how to generate the Average Client Balance report in Unity® Practice Management.

Solicitors Accounts Rules

The Solicitors Accounts rules of the 25th of November state that:

12.2. You are not required to obtain an accountant’s report if:

all the client money held or received during an accounting period is money received from the Legal Aid Agency; or
in the accounting period, the statement or passbook balance of client money you have held or received does not exceed:
- an average of £10,000.00; and
- a maximum of £250,000.00

Or the equivalent in foreign currency.

How to Access the Average Client Balance Report

The Average Client Balance report helps you calculate the average client balances at the end of each financial month.

Follow the steps below to access Average Client Balance:

Go to your Reports page.
Type Client Balance in the Filter & Options search bar and select Money and Finance as your Report Category.
Select the Average Client Balance report, and a report generation page will open.

If the Average Client Balance report is required often, click on the star next to it to make it a favourite, and it will show in the Favourite Reports section.