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Knowledge BasePrinting/Emailing Trust Ledgers and Statements
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Printing/Emailing Trust Ledgers and Statements

  • 14/01/2026
  • Knowledge

How To
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Learn how to print/share a trust fund statement, trust fund ledger or list in LEAP via any of the Trust Funds sub-tabs of an open matter.  

  • Desktop
  • Web

Follow these steps to email or share trust account statements and ledgers:

  1. Open the matter.

  2. Click LEAP Accounting. 

    LEAP Accounting will open in a new window.

  3. Click the Trust Funds tab.

  4. Click one of the Trust Funds tabs on the left.

     
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    If you have multiple trust accounts, a prompt saying, "Please select a Trust account." will appear. Click the dropdown arrow next to <All Accounts> to select your preferred Trust Account, as shown below.  

  5. Click the down arrow next to the printer icon  Printer options on the tab bar and select to Print Statement, Print Ledger or Print List depending on the selected tab. The generated document will show the name of the Client associated with the matter.

  6. Select your printer options to print.

  7. To email or share a trust statement, click the email icon Screenshot 2024-11-20 163943.png (next to the printer icon) in the top left corner.

 
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If you encounter the error "Access privileges to view this report have not been granted to your account" when generating a trust statement, ensure that you have the appropriate permissions to view or generate the Trust Statement report from a LEAP matter. You can check and adjust these permissions in the LEAP settings under Access and Permissions.

 

If the permission is already enabled, try updating  the settings by toggling the permission off and then back on, and then restart your device.

  1. Open the matter.

  2. Hover over Trust Funds and select Trust Accounts.

  3. If you have multiple Trust Accounts, use the filter Filter to select the relevant Trust Account from the dropdown list. 

  4. Click the printer icon print  on the tab bar and select to either print a Ledger or Statement.

    Your Ledger or Statement will open on a new tab to print or download.

 
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You can perform additional actions available in the LEAP ribbon, such as:

  • New Trust Receipt
  • New Trust Payment
  • New Payment Request
  • New Journal
  • Share Statement via LawConnect
  • Trust to Office Transfer
Last Modified Date
14/01/2026 5:02 pm
Title
Printing/Emailing Trust Ledgers and Statements
URL Name
Printing-Emailing-Trust-Ledgers-and-Statements-AU

Resolution
Trust Accounting

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Printing/Emailing Trust Ledgers and Statements | LEAP Community