How to View a Client Ledger

This article explains how to view a Client Ledger through Unity® PMS Accounts platform.

To Filter and Search for a Client Ledger

To start, let’s head to Ledgers
Under Accounts/Time tab and using the Search In field’s drop-down menu, select how you’d like to filter and search for your client
You can set whether to search for the:
- Client Name
- Start of Name
- Code
- UFN
- Matter Description
Next, type in the client number on the For field
Once done, click Find
For client with Closed Matter, tick the Archived Matters checkbox before clicking the Find button
Now, you can click the client on the list, in order to view their Accounts Ledger Card

At the top of the page, you’ll be able to see the Client Details and Client Accounts information

Client Details (left-hand side)

Client Accounts information (right-hand side)

Unbilled Disbursements – You have the option to click the three dots or more options icon to view the outstanding disbursements
Unpaid Bills - You have the option to click the three dots or more options icon to view any outstanding unpaid bills
Fee Earner
LA Code
Office
Client
Deposit
Start Balance

There are various tabs that can be viewed under the Accounts Ledger Card:

Office – This displays the break-down version of each client office transactions
Client
Deposit
Client/Office
Outstanding Disbursements
Related Matters
E-Chits tabs – This provides a list E-Chits from your fee earner or any support-related matters.
The following available E-Chit tabs are:
- Office
- Client
- Deposit

You can also Post directly using the accounts ledger card by:

Refer to the Unity® PMS Accounts training video on how to view a Client Ledger:

Related to