Each item allows you to link assets with their corresponding liabilities.

A green dot will appear next to the Linking icon to indicate there is a liability that may correspond with the relevant asset. 

Click on the Linking icon and select the relevant item. The icon will turn green once the item has been linked.

Simply click on an item and use the drag-and-drop functionality to re-order items and customise your Balance Sheet.

Each item allows you to insert attachments and add notes.

At any time, you can ‘Quick add’ items from the bottom of the Balance Sheet +.

A range of options are available in the top toolbar of Balance Sheet +.

Icon	Action
	Balance Sheet + will automatically save while you work.    Once progress/data has completely saved to the server, the Saved icon will appear.
	Click to Share Balance Sheet + via LawConnect, or Export to multiple Family Law Court Forms.
	Click to view a History of changes and undo/redo any actions made.
	The Settings window allows you to change the naming descriptions and pronouns of the client and other side. Here you can also adjust how the naming descriptions will appear once exported to the Balance Sheet Court Form.
	Click to view a Summary of the amounts entered for Applicant, Respondent and Agreed/Negotiated amounts entered.

You can share Balance Sheet + via LawConnect.

Before sharing, you can control the option to Hide Notes, which will prevent the recipient from viewing any comments/notes made on all items added.

From this window, you can also view who the Balance Sheet + app has been shared with for this matter, including an option to remove access.

The recipient will receive an email with a link to view Balance Sheet + via LawConnect.

Balance Sheet + will open in the recipient’s default web browser, where they can view all items, notes, and attachments added.

From this view, the recipient cannot edit any existing items, except for the Respondent’s value and adding their own notes and attachments.

They will also have the option to add their own new items.

Any changes made will automatically flow through to the original LEAP Balance Sheet + created by your firm.

At any time, you can export data entered into Balance Sheet + to multiple Federal Circuit and Family Court of Australia Forms. These forms include:

• Balance Sheet
• Application for Consent Orders
• Financial Statement

To export to any of these available forms, click the Share icon in the top toolbar and select from the list displayed.

From the property adjustment tab, you can also toggle on the Eliminate cash adjustment button.

While within this mode, you will need to hover your mouse over each item to display the cash adjustment Applicable and Left to pay.

Select the asset or liability you would like to wholly or partly transfer to eliminate or reduce the amount payable in cash.

On the left-hand side of the property adjustment tab, a list of existing and archived scenarios will appear.

Each scenario allows you to:

	Edit the scenario.
	Duplicate the scenario.
	Compare the scenario.
	Archive the scenario.
	Lock the scenario.
	Unarchive the scenario.

From the Property adjustment tab, you can effortlessly create a draft property order by clicking the  icon at the bottom of the locked Scenario.

Alternatively: If you have previously generated a draft property order for a scenario, you will need to click the Property order tab and select the scenario upon which the agreement is based on.

You can easily link assets with their corresponding liabilities (if not previously linked in the Balance Sheet tab).

Use the drop-down option and select the relevant items to link. Click Next.

You can also list any assets to be sold or liabilities to be discharged as part of the agreement reached.

Use the drop-down option in the Action column and select Sale or Discharge for the relevant items. Click Next.

Select any items in the Default sale column that will be sold in the event of a default under the agreement.

Click the drop-down option for the relevant item and mark as Default sale. Click Next.

From the Contemporaneous column, you can link any adjustments of assets and liabilities that will occur simultaneously.

Use the drop-down options to link to the relevant items. Click Next.

Review and edit your selections before proceeding to the next stage of property order generation. Click Confirm.

From the Questions tab, you can easily select relevant information to automatically populate into the draft property order.

Simply click on the relevant asset or liability and use the drop-down options to enter the following:

• Method of sale
• Method of determining price
• Real estate and Solicitor/Conveyancer details
• Rise and fall provision
• Trustee and superannuation details

At any time, you can click on the Summary tab to see a summary of items that have been linked, marked for sale or discharge, marked for default sale, or contemporaneous adjustment.

You can easily amend any information, if required.

Effortlessly generate the draft property order based on the information provided in the previous tabs.

Click the Generate Property Order button to open a word document that contains the draft property order.

Click the Active orders icon in the LEAP for Word Add-in to see the current orders that have been generated by Balance Sheet +.

If required, you can manually edit the word document and/or insert precedent paragraphs from the LEAP for Word Add-in.