Transit Register Report

14/07/2025
Knowledge

How To

Location: LEAP Menu > Reports > Trust > Transit Register

Purpose: Lists Transit Money items with a Received Date or Paid Date within the specified period, with an option to filter by item status.

Filters:

The Date Range

Displays all transactions within the specified date range, based on either 'Date Received' or 'Date Paid' --determined by the 'Calculated By' setting.

Calculate By

Calculate By:

This option determines which items are included in the report based on the selected date criteria.

All – Includes items where the Received Date or Paid Date falls within the specified date range.
Received Date – Includes only items with a Received Date within the specified date range.
Paid Date – Includes only items with a Paid Date within the specified date range.

This option determines which items are included in the report based on the selected date criteria.

Paid Status

Filter the report by the following:

All
Paid
Unpaid
Deleted

Report Fields:

Date Received	The date the transaction was received.
Transaction Number	The transaction number.
Matter No.	The matter number.
Client	The matter's client.
Matter/ Client Details	The matter number and client name.
Received From	Who the transaction was received from.
Status	The status of the transaction.
Date Paid	The date the transaction was paid.
Paid To	The third party the transaction was paid to.
Reason	The reason on the transaction.
Amount	The amount of the transaction.

Last Modified Date

14/07/2025 2:52 pm

Title

Transit Register Report

URL Name

Transit-Register-Report-AU

Resolution