This article describes the Financial Panel functionality in Unity® Practice Management. 

The Financial Panel allows you to access valuable information about your case as you work in different pages in Unity® Practice Management.

How To Access The Financial Panel

1. On the navigation side bar click Clients & Cases. 
2. Click on Case Dashboard, and you will see a list of all your Live Cases. 
3. Select a Live Case from the list. 
4. The Financial Panel will appear at the top of your screen. 

Financial Panel Functionality

• Click View Summary to see the following information: 
  • Client details 
  • Case details
  • Office, Client and Deposit Ledger balances
  • WIP Balance
• Select either Office Ledger, Client Ledger, or Deposit Ledger to see detail behind your Ledger balances. 
• Click Time Ledger to view detailed billable time records. 
• Click Accounts Ledger to access your Live Case's financial reports. 
• Click Billing Guide to view the Billing Guide in detail. 
• If the client has multiple cases, click Associated Cases to view other cases. 
• Click Detailed Case Info to navigate to the Summary page, where you can edit your case details. 
• To exit the Financial Panel, click on the X icon.