This article explains how to access and view the Ledger Balances in Unity® Practice Management. 

Viewing Ledger in the Financial Panel

1. In the Financial Panel, click View Summary, and you will see the following information:
   • Client details
   • Case details
   • Office, Client, and Deposit Ledger Balances

2. Click on a Ledger to see Ledger balances

   

Viewing the Ledgers in the Money Section

1. Click on the Money icon, and select Ledgers

2. Select either Office Ledger, Client Ledger, or Deposit Ledger to see the details behind your Ledger balances

   

3. On the Ledgers screen, you have the following Filters & Options:  
   • Period
   • Option to include E-Chits
   • Order by:
     • Posted
     • Date
     • Reference
     • Narrative
4. Click Print to print the Ledger Balances

5. Click Accounts Ledger to access the Accounts Ledger Report

   

Related Articles

The Financial Panel 

View Accounts Ledger

Viewing the Time Ledger