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Financial Summary of a Matter

  • 30/07/2025
  • Knowledge

How To
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You can get a snapshot of current balances for each area of a matter to assist you in debtor management and the billing process from the Financial Summary tab of an open matter. Financial Summary tab provides a running total of unbilled items on the matter.

  • Desktop
  • Web
  • iPhone
  • iPad
  • Android

  1. Open the matter.

  2. Click LEAP Accounting. 

    LEAP Accounting will open in a new window.

  3. Click the Financial Summary tab.

  4. You can quickly and easily go to relevant information concerning the financial status of the matter by clicking the available hyperlinks on the column and section headings:

    • Click the Less Credits heading hyperlink to go to the Office Accounting > Credits Ledger tab of the matter.
    • Click the Less Protected Trust Funds heading hyperlink to go to the Trust Funds > Protected Trust Funds tab of the matter.
    • Click the Debtors heading hyperlink to go to the Office Accounting > Office Payments & Debtors tab of the matter.
    • Click the Unbilled Time & Fees heading hyperlink to go to the Time & Fees tab of the matter.
    • Click the Unbilled Costs/Payments heading hyperlink to go to the Office Accounting > Cost Recoveries tab of the matter.
    • Click the Last Invoice link to open the last invoice created.
    • Click the General Trust heading hyperlink to go to the Trust Funds > General Trust tab of the matter.
    • Click the Last Transaction link to open the last general trust transaction created.
    • Click the Controlled Money/Trust Investments heading hyperlink to go to the Trust Funds > Controlled Money/Trust Investments tab of the matter.
    • Click the Protected heading hyperlink to go to the Trust Funds > Protected Trust Funds tab of the matter.
 
Click to edit heading

If a Fee Estimate has been set for the matter, a visual indicator will display how the matter is tracking against the estimate.

 

  1. Open the matter.

  2. Click the Financial Summary tab.

  3. You can quickly and easily go to relevant information concerning the financial status of the matter by clicking the available hyperlinks on the column and section headings:

    • Click the Debtors heading hyperlink to go to the Office Accounting > Payments & Debtors tab of the matter.
    • Click the Unbilled Time & Fees heading hyperlink to go to the Time & Fees tab of the matter.
    • Click the Unbilled Costs/Payments heading hyperlink to go to the Office Accounting > Cost Recoveries tab of the matter.
    • Click the Last Invoice link to open the last invoice created.
    • Click the Trust Accounts heading hyperlink to go to the Trust Funds > Trust Accounts tab of the matter.
    • Click the Last Transaction link to open the last trust accounts transaction created.
    • Click the Controlled Money/Trust Investment heading hyperlink to go to the Client Funds > Controlled Money/Trust Investment tab of the matter.

  1. Open the matter.

  2. Swipe to or tap the Financial Summary tab.

  1. Open the matter.

  2. Swipe to or tap the Financial Summary tab.

  1. Open the matter.

  2. Swipe to or tap the Financial Summary tab.

Last Modified Date
30/07/2025 4:39 pm
Title
Financial Summary of a Matter
URL Name
Financial-summary-of-a-matter

Resolution
Office Accounting

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Financial Summary of a Matter | LEAP Community