How to Assign/View Assigned Invoices

Aug 20, 2026
Knowledge

How To

Once you have invoices created, you're able to assign these to staff members and view a list of all assigned invoices.

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Web: Click > Accounting > Office > Assign Invoices.

The Assign Invoices window will open in Accounting Plus.

How to Assign Invoices

Within LEAP Accounting Plus, select the Invoicing tab:

Click Assign invoices from the list.

A list of Invoices will appear on the screen. Use the buttons to sort/group and hide the columns of your Invoices list.
From the Invoice filters options, select Batch no. if required. This is useful if you wish to email or print invoices based on a batch of invoices that were created in bulk.
Select the Status of the invoices you wish to assign i.e. All, Draft - Unapproved Draft - Approved.
Select Staff assigned to, to select only those staff members' invoices.
Select a Debtor to display invoices for that debtor only.
Select a Person responsible to display invoices for matters where the Person responsible is selected.
Select a Person acting to display invoices for matters where the Person acting is selected.

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Click on Clear filters to remove any of the selected filters to display all invoices.

Select an invoice from the list and click the Select button in the top right corner.

From the Settings options, click the to display the Batch details if required.
Select the Staff assigned to button to search for a staff member from the list. All selected invoices will be assigned to the staff member specified in this field.

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Click the ellipsis icon next to the drop down to add a memo.
Select the Invoices from the list that you wish to assign by ticking the individual boxes left of the matter number. To select all invoices tick the box at the top left of Matter no.
Click Assign in the top right corner.

View Assigned Invoices

To view a list of assigned invoices per staff member/person responsible or person acting:

Select the Invoicing tab.
Click on Assigned invoices.
From the Invoice filters options, select Batch no (if required), Status, Staff assigned to, Debtor, Person responsible and Person acting to display invoices assigned to specific staff or debtors, etc.

Click the Clear filters button to reset all filters to their default options.

Click to edit heading

A list of Invoices will appear on the screen. Use the buttons to sort/group and hide the columns of your Invoices list.

Last Modified Date

20/08/2026 11:11 AM

Title

How to Assign/View Assigned Invoices

URL Name

How-to-Assign-View-Assigned-Invoices-AU

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