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Creating a Cost Recovery

  • 20/02/2026
  • Knowledge

How To
 

You can create, edit and delete Cost Recoveries along with other actions on LEAP Desktop, Accounting Plus, Web, Mobile and Alexa.        

  • Desktop
  • Accounting Plus
  • Web
  • iPhone
  • iPad
  • Android
  • Alexa

Create a New Cost Recovery

 

  1. Open the matter.

  2. Click LEAP Accounting. 

    LEAP Accounting will open in a new window.

  3. Click the Office Accounting > Cost Recoveries tabs.

  4. Click New Cost Recovery on the toolbar.

  5. The Matter field is automatically filled with the matter number you opened. You can change to a different matter by clicking Select List to choose a matter from the list, then click Select.

    If you need to go back to the matter for any information, click User-added image.

  6. Enter or select the Recovery Code.

    To select the recovery code, click Select List to choose the recovery code from the list, then click Select.

  7. Enter the Quantity.

  8. Enter the Amount for Each item and tick the Inc. tax checkbox, if required.

  9. Select when the cost recovery is to be billed from the Billing drop-down list. If Billable - Next Invoice is selected, the cost recovery will automatically be included in the next invoice that is created.

  10. The Amount, Tax and Total are automatically calculated based on the Quantity and amount of Each item.

    Select the appropriate Tax code by clicking Select Listto choose a tax code from the list, then click Select. This is optional.

  11. The Recovery No. is an automatically generated unique reference number.

  12. By default, today's date is entered as the Date. Click Calendar icon to select a different date, if required.

  13. Enter a Billing Description. The description will be displayed on the client's invoice.

  14. Click Save & Close.

    The cost recovery will be recorded in the matter under the Office Accounting > Cost Recoveries tabs.

Edit an Existing Cost Recovery

 

  1. Open the matter.

  2. Click LEAP Accounting. 

    LEAP Accounting will open in a new window.

  3. Click the Office Accounting > Cost Recoveries tabs.

  4. Open the cost recovery.

  5. Edit the cost recovery.

  6. Click Save & Close.

Delete a Cost Recovery

 
 
 

A cost recovery can't be deleted if it has already been invoiced.

  1. Open the matter.

  2. Click LEAP Accounting. 

    LEAP Accounting will open in a new window.

  3. Click the Office Accounting > Cost Recoveries tabs.

  4. Right-click the cost recovery and select Delete.

  5. Confirm the deletion.

Restore a Deleted Cost Recovery

 

  1. Open the matter.

  2. Click LEAP Accounting. 

    LEAP Accounting will open in a new window.

  3. Click the Office Accounting > Cost Recoveries tabs.

  4. Drop down the filter and select Deleted.

    User-added image

  5. Right-click the deleted cost recovery and select Undelete.

Move a Cost Recovery to Another Matter

 

  1. Open the matter.

  2. Click LEAP Accounting. 

    LEAP Accounting will open in a new window.

  3. Click the Office Accounting > Cost Recoveries tabs.

  4. Open the cost recovery.

  5. Click Select List next to Matter.

  6. Select the other matter from the list then click Select.

  7. Click Save & Close.

    This process is useful for transferring disbursements, such as Infotrack search fees from one matter to another.

Apply a Recovery Code to a Cost Recovery

 

  1. Open the matter.

  2. Click LEAP Accounting. 

    LEAP Accounting will open in a new window.

  3. Click the Office Accounting > Cost Recoveries tabs.

  4. Open the cost recovery.

  5. Click Select List next to Recovery Code.

  6. Select the recovery code from the list then click Select.

  7. Click Save & Close.

Search for a Cost Recovery

 

  1. Click the LEAP Menu > Accounting > under Office Accounting > Cost Recoveries.

    The Search Cost Recoveries window will open.

  2. Click User-added image next to Matter and select a matter from the list.

  3. Click on Status and select the status from the drop-down list.

    User-added image

    AllDisplays entries of any billing status (excluding deleted).
    Billable - AllDisplays entries with the status Billable - Next Invoice or Billable - Later Invoice.
    Billable - Next InvoiceDisplays entries with the status Billable Next Invoice.
    Billable - Later InvoiceDisplays entries with the status Billable - Later Invoice.
    Not BillableDisplays entries with status Not Billable.
    BilledDisplays all Billed entries.
    DeletedDisplays all Deleted entries.

  4. Click User-added image next to Recovery Code to select a Recovery Code from the list.

  5. Click User-added image next to Staff to select a staff member from the list.

  6. Select either All Dates or Date Range to show a custom range.

  7. Tick User-added image to display amounts including tax.

  8. Click Search to display results.

  9. To view results in a report, click on User-added image.

 
Click to edit heading

You can also create multiple New Cost Recoveries from the Search Cost Recoveries window. Click the LEAP Menu > Accounting > under Office Accounting > Cost Recoveries and click New Cost Recovery  to record cost recoveries for different matters.

 
Click to edit heading

To access Cost Recoveries, click the LEAP Menu > Accounting > under Office Accounting > Cost Recoveries.

Create a New Cost Recovery

 

  1. Click New cost recovery.

  2. Enter or select a Matter.

    Click Accounting Plus select icon to search and choose a matter from the list, then click Select.

 
Click to edit heading

Use the Search matters field to look for a specific matter or the filter drop-down to search by Current matters, My current matters or Recently edited/viewed.

  1. By default, today's date is entered as the Date. Click Accounting plus calendar icon to select a different date, if required. 

  2. Enter or select a Recovery code. To select a recovery code, click Accounting Plus select icon to choose the recovery code from the list, and then click Select.

  3. Enter the Quantity.

  4. Enter the Amount for Each item and toggle Inc. tax, if required.

  5. The Amount, Tax and Total are automatically calculated based on the Quantity and Amount of each item.

    (Optional) Select the appropriate Tax code by clicking the drop-down arrow to choose a tax code from the list. 

  6. Enter a Billing description. Depending on the Recovery code selected, the Billing description may be automatically filled. 

    The description will be displayed on the client's invoice.

  7. Select when the cost recovery is to be billed from the Billing option drop-down list. If Billable - Next Invoice is selected, the cost recovery will automatically be included in the next invoice that is created.

  8. Click Save or Save and new to create another cost recovery. 

 
Click to edit heading

To create a purchase order for a cost recovery, right-click the cost recovery and select Create Purchase Order. Alternatively, open the cost recovery after it has been created and click Create Purchase Order at the top.

 

For more information creating purchase orders, click here.

Create with AI

 

You can now create cost recoveries faster with AI - simply enter the required details and let AI do the rest. You will even receive alerts when you're approaching fee estimate limits.

You can also request a matter's financial summary anytime to get the latest snapshot of its financials. 

  1. Click Create with AI.

    The Create cost recovery AI chat window will open.

  2. You can enter the details about your cost recovery in the chat field below. 

    When necessary, you will be prompted to answer questions to help create the cost recovery.

 
Click to edit heading

Toggle Allow web searches on to enable web search and AI can also answer general legal or accounting questions when you need quick guidance.

  1. Once AI has the details for your cost recovery, it will present a summary for the cost recovery including the Matter number, Recovery code, Total and Billing description.

  2. Click Create.

Edit an Existing Cost Recovery

 

  1. Right-click on the cost recovery, or click the 3 dots next to the cost recovery and select Edit.

  2. Edit the cost recovery.

  3. Click Save.

Delete a Cost Recovery

 
 
Click to edit heading

A cost recovery cannot be deleted if it has already been invoiced.

  1. Right-click on the cost recovery, or click the 3 dots next to the cost recovery and select Delete.

  2. Click Delete to confirm.

 
Click to edit heading

To delete cost recoveries in bulk, press CTRL and select the cost recoveries you would like to remove, then right-click and select Delete.

Restore a Deleted Cost Recovery

 

  1. Click Accounting plus filter icon and select Status. 

  2. Click the Select a status drop-down list and select Deleted. 

  3. Right-click on the cost recovery, or click the 3 dots next to the cost recovery and select Undelete.

  4. Click Undelete to confirm.

 
Click to edit heading

To restore cost recoveries in bulk, press CTRL and select the cost recoveries you would like to restore, then right-click and select Undelete.

Update Billing Status for a Cost Recovery

 

  1. Right-click on the cost recovery, or click the 3 dots next to the cost recovery and select Set to.

  2. Select the Billing status:

    • Billable - next invoice
    • Billable - later invoice
    • Not billable

  3. Click Update to confirm.

 
Click to edit heading

To change the billing status of cost recoveries in bulk, press CTRL and select the cost recoveries you would like to update, then right-click and select Set to.

Matter Summary

 

The Matter Summary provides you everything you need for time recording in one place, so there's no need to switch back to LEAP Desktop for basic matter details or a financial snapshot of the selected matter.

The Matter Summary is available from every screen, providing a quick view of key matter information whenever you need it.

Select a cost recovery and click to open the Matter Summary. Click  to hide the Matter Summary or  to open the Matter Summary in a new window. 

 
Click to edit heading

Click   or the drop-down arrow next to any of the accounting headings to print its relevant report.

Create a New Cost Recovery

 

  1. Open the matter.

  2. Hover over the Offce Accounting tab and click Cost Recoveries.

  3. Click New Cost Recovery to open the New Cost Recovery window.

  4. By default, the new cost recovery is created for the current matter you opened. Click  to change the matter from the list.

  5. Click  to select the appropriate Recovery Code from the list.

  6. Enter the Quantity.

  7. Enter the Amount for Each item and tick the Inc. Tax checkbox, if required.

  8. By default, today's date is entered as the Transaction Date. Click  to select a different date, if required.

  9. Select when the cost recovery is to be billed from the Billing drop-down list.

  10. The Amount, Tax and Total are automatically calculated based on the Quantity and amount of Each item.

    Select a Tax code from the drop-down list. This is optional.

  11. Enter a Billing Description. The description will be displayed on the client's invoice.

  12. Toggle the Print option On to print the cost recovery once it's been saved.

  13. Click Save.

    The cost recovery will be recorded in the matter under the Office Accounting > Cost Recoveries tabs.

Edit an Existing Cost Recovery

 

  1. Open the matter.

  2. Hover over the Office Accounting tab and click Cost Recoveries.

  3. Open the cost recovery.

  4. Edit the cost recovery.

  5. Click Save.

Delete a Cost Recovery

 
 
Click to edit heading

A cost recovery can't be deleted if it has already been invoiced.

  1. Open the matter.

  2. Hover over the Office Accounting tab and click Cost Recoveries.

  3. Right-click the cost recovery and select Delete.

  4. Confirm the deletion.

Restore a Deleted Cost Recovery

 

  1. Open the matter.

  2. Hover over the Office Accounting tab and click Cost Recoveries.

  3. Drop down the filter and select Deleted.

  4. Right-click the deleted cost recovery and select Undelete.

Move a Cost Recovery to Another Matter

 

  1. Open the matter.

  2. Hover over the Office Accounting tab and click Cost Recoveries.

  3. Open the cost recovery.

  4. Click next to Matter.

  5. Select the other matter from the list.

  6. Click Save.

Apply a Recovery Code to a Cost Recovery

 

  1. Open the matter.

  2. Hover over the Office Accounting tab and click Cost Recoveries.

  3. Open the cost recovery.

  4. Click next to Recovery Code.

  5. Select the recovery code from the list.

  6. Click Save.

Create a New Cost Recovery

 

  1. Open the matter.

  2. Swipe to or tap the Cost Recoveries tab.

  3. Tap User-added image > New Cost Recovery.

  4. Complete the details.

    You can use voice recognition on your iPhone to enter the Billing Description by tapping Microphone icon and dictating the description.

  5. Tap Save.

Edit an Existing Cost Recovery

 

  1. Open the matter.

  2. Swipe to or tap the Cost Recoveries tab.

  3. Tap User-added image to filter your cost recoveries, if required.

  4. Open the cost recovery.

  5. Edit the cost recovery.

    You can use voice recognition on your iPhone to enter the Billing Description by tapping Microphone icon and dictating the description.

  6. Tap Save.

Create a New Cost Recovery

 

  1. Open the matter.

  2. Swipe to or tap the Cost Recoveries tab.

  3. Tap User-added image > New Cost Recovery.

  4. Complete the details.

    You can use voice recognition on your iPad to enter the Billing Description by tapping Microphone icon and dictating the description.

  5. Tap Save.

Edit an Existing Cost Recovery

 

  1. Open the matter.

  2. Swipe to or tap the Cost Recoveries tab.

  3. Tap User-added image to filter your cost recoveries, if required.

  4. Open the cost recovery.

  5. Edit the cost recovery.

    You can use voice recognition on your iPad to enter the Billing Description by tapping Microphone icon and dictating the description.

  6. Tap Save.

Create a New Cost Recovery

 

  1. Open the matter.

  2. Swipe to or tap the Cost Recoveries tab.

  3. TapUser-added image> Cost Recovery.

  4. Complete the details.

    You can use voice recognition on your Android device to enter the Billing Description by tapping Microphone icon and dictating the description.

  5. Tap Save.

Edit an Existing Cost Recovery

 

  1. Open the matter.

  2. Swipe to or tap the Cost Recoveries tab.

  3. Tap User-added image to filter your cost recoveries, if required.

  4. Open the cost recovery.

  5. Edit the cost recovery.

    You can use voice recognition on your Android device to enter the Billing Description by tapping Microphone icon and dictating the description.

  6. Tap Save.

  1. To start a conversation with LEAP Assistant you can say;

    "Alexa, open LEAP"

    Alexa should respond with "Welcome to LEAP, how can I help?"

  2. You can now say the following for example:

    • "Create a new cost recovery for one hundred dollars"
    • "Create a new cost recovery of one hundred dollars, for matter number 171"
    • "Create a new cost recovery of one hundred dollars, for matter number 171 with description, photocopies"
 
 

Alexa learns and grows with you and your voice. The above examples are only some of the supported instructions. Over time, as your Alexa device learns about you and vice versa, you will discover there are many ways to achieve the desired functionality.

Last Modified Date
20/02/2026 12:36 pm
Title
Creating a Cost Recovery
URL Name
Adding-a-cost-recovery-to-a-matter

Resolution
Office Accounting

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