Using the General Ledger Link

27/10/2025
Knowledge

How To

Journals will be created for office transactions entered in LEAP. Depending on your accounting basis, you may have journals created for Invoices, Adjustment Notes, Office Receipts, and Office Payments.

You may be asked to log into MYOB/Xero when using certain features for the first time. Enter your MYOB/Xero credentials and sign in.

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Desktop: Click the LEAP Menu > Accounting > under Office Accounting > General Ledger Link.

The LEAP General Ledger will open in a new window.

Web: Click > Accounting > Office > General Ledger.

The LEAP General Ledger will open in a new window.

View and Edit Journals

Click the LEAP Menu > Accounting > under Office Accounting > General Ledger Link.

The LEAP General Ledger Link will open in a new window.

A list is displayed with the Date, Journal No. & Description and Status of each journal.

Click to edit heading

Use Search Journals, Export Status and Date Range to filter the journal list if required.
Open a journal to see the details.
You’re able to edit the following fields:
- Memo
- Acc No
- Debit Inc. Tax
- Tax
- Crecit Inc. Tax
- Tax
- Tax Code
- Tracking
To add journal lines, click New Line.

To remove journal lines, click.
Click Save.

Export Journals

To synchronise journals to your accounting software, ensure journals export successfully via the General Ledger Link using these steps:

Click the LEAP Menu > Accounting > under Office Accounting > General Ledger Link.

The LEAP General Ledger Link will open in a new window.
Click Sync Now and wait for the export to complete.

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Any journals marked as unexported will be synced, as the Journal's Status dictates whether or not they will be synced.

New credit journals (Office Accounting to Office Accounting between LEAP matters) do not need to be reconciled as there is no change in account balance or an exchange of funds.

Set up Auto Export of Journals

You're able to set up LEAP to automatically export your general ledger journals saving you time and effort in manually exporting them.

To Enable (Auto Sync) Auto-Export feature in LEAP:

Click LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Navigate to Accounting > General.
Tick the General Ledger Auto-Export checkbox and click Save
Click the LEAP Menu > Accounting > Office Accounting > General Ledger Link.

The LEAP General Ledger Link window will open in a new browser window.
In the General Ledger Link window, toggle Auto Sync ON. If Auto Sync doesn’t turn on successfully, you may need to close your browser, sign out of LEAP, and sign back in. Once you return to the LEAP General Ledger Link window, Auto Sync should now be enabled.
If Auto Sync still fails, click the Sync Now button at the bottom of the window which should direct you to your connected Accounting Platform (eg MYOB/Xero).
If prompted, log into your MYOB/Xero account to authorise the connection with LEAP’s General Ledger Link.

Resolve Journal Errors

There may be instances where an error occurs with a journal. In such cases, you’ll need to open and edit the journal to address any issues.

Common reasons for errors include:

Incorrect tax code
Incorrect GL account code
An imbalance in the journal

You may encounter an error message such as:

[Name] - Required, [Message] - Account is required, [ErrorCode] - 100, [AdditionalDetails] - Lines[0].Account.UID
Specified bank account details does not match a known bank account
You may see journals in Error and the message, "There are no items to synchronise."

Follow these steps to help identify and resolve the issue :

Select/Tick all the journal entries > click Selected Items on the top right > Change Status.
Select the dropdown under New Status > select Not Exported > click Change.
Select the items > click Sync Now to initiate synchronisation.
Navigate to LEAP Menu > Settings > Application Settings > Office & Trust Accounts, then open the Office Account. Ensure that the account codes in LEAP match those in MYOB or Xero.
Confirm that the account type in your accounting software is set correctly. It may need to be "Bank" rather than "Asset" or "Expense."
Verify that you are connected to the correct datafile in LEAP. If necessary, unlink and relink the relevant company datafile to restore the connection.
Toggle Auto Sync back on if it has toggled off on its own.

Change the Status of Journals

The default status of a journal is Not Exported. You’re able to change the statuses manually to one of the following:

Hold
Not Exported
Unhold

Tick the journal(s) and click .
Select a Status from the drop-down list.
Click Change.

Verify the Export Status of Journals

It’s a good idea to check the export status of journals to ensure that MYOB/Xero has all the journals required to balance your accounts.

Click More > Verify.

A list of journals is displayed showing the status of each journal.
Click Verify.

The General Ledger Link will query MYOB/Xero to find each journal with a status of Success.
Once the query is complete, the list will display a verification status.

If there are any journals missing from MYOB/Xero, you’ll need to find and resend the journals.

Purchase Orders - Xero only

Xero users can export Purchase Orders.

This can be done by navigating to More > Purchase Orders.

Last Modified Date

27/10/2025 4:18 pm

Title

Using the General Ledger Link

URL Name

Using-the-General-Ledger-Link-AU

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