Loading
Knowledge BasePrinting Matter Info
Close
Search for help articles, community posts, ideas ...
End of Search Dialog

Printing Matter Info

  • 14/01/2026
  • Knowledge

How To
Click to edit heading

Learn how to print specific information:

  • Matter details
  • Client statements
  • A list of documents
  • Comments associated with a matter
  • Desktop
  • Web

  1. Open the matter.

  2. Click the printer down-arrow Printer options and select to print one of the available options.

  3. Select your printer and click OK to print the selected information.

 
Click to edit heading

The information you can print will depend on the tab of the matter that is currently selected.

  • From the Details & Correspondence tab you can print the Matter Details, Document List or Comments
  • From the Calendar & Tasks tab you can print a list of the Critical Dates and Tasks on the matter
  • From the Financial Summary tab you can print the Pre Billing Guide
  • From the Time and Fees tab you can print the Billable Time and Fees on the matter
  • From the Office Accounting tab you can print:
    • Statement of Account - Summary
    • Statement of Account - Debtors Ledger
    • A list of the postings on the Payments & Debtors ledger.
    • Combined Matter Ledger
    • Pre-Billing Guide
    • Credits Ledger
    • Cost Recoveries
  • From the Trust Funds tab you can print:
    • Trust Account Statement
    • Trust Ledger
    • A list of the postings on the General Trust ledger
    • Protected Trust Funds
    • Controlled Money Movement Ledger
    • Controlled Money Statement
    • Power Money Ledger
    • Transit Register Report
  • From the Registers tab you can print:
    • A list of the Documents and Packets recorded for the matter
    • Power and Estates Register

  1. Open the matter.

  2. Click the printer  icon displayed on certain tabs to print one of the available options.

  3. Select your printer and click OK to print the selected information.

 
Click to edit heading

The information you can print will depend on the tab of the matter that is currently selected.

  • From the Financial Summary tab you can print Pre Billing Guide
  • From the Time and Fees tab you can print the Billable Time and Fees on the matter
  • From the Office Accounting tab you can print:
    • Statement of Account - Debtors Ledger
    • Statement of Account - Summary
    • Combined Matter Ledger
    • Pre Billing Guide
    • Credits Ledger
    • Cost Recoveries
  • From the Trust Funds tab you can print:
    • Trust Account Ledger
    • Trust Account Statement
    • Controlled Money / Trust Investment Ledger
    • Controlled Money / Trust Investment Statement
Last Modified Date
14/01/2026 4:33 pm
Title
Printing Matter Info
URL Name
Printing-matter-info

Resolution
Matter Management

đź’¬   Need help? Sign In to chat with our new AskLEAP Assistant for instant answers, available 24/7!Sign In

Loading
Printing Matter Info | LEAP Community