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CommunityHow can I group a number of matters together on a single list? I understand how this works on a card file if all clients have the same name, however in this case the firm names are different but they come under the one group of companies.
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How can I group a number of matters together on a single list? I understand how this works on a card file if all clients have the same name, however in this case the firm names are different but they come under the one group of companies.

Sarah C (Customer) asked a question.

22 June 2021 at 5:15 PM
How can I group a number of matters together on a single list? I understand how this works on a card file if all clients have the same name, however in this case the firm names are different but they come under the one group of companies.
  • 4 answers
  • 444 views

  • Seng Kao (LEAP Dev)

    Hi @Sarah C (Customer)​,

     

    In that case, grouping your client's matters into one Reporting Group would definitely work in your favour.

     

    How to create a Reporting Group:

    1. From your Matter List, please go to Menu > Settings > Application Settings.
    2. Please go to Accounting > Reporting Groups (just above General Ledger heading).
    3. Select New Reporting Group.
    4. Once named, select Save.

     

    How to add Reporting Group to a matter:

    1. Open your matter.
    2. Left-click on the Matter Number to open Matter Details window.
    3. In Matter Details tab, select your Reporting Group near the bottom of the window.
    4. Select OK.
    5. Save/Save & Close your matter.

     

    Using Aged Debtors report as an example, you can filter the report's result to a specific Reporting Group.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Seng

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    Selected as Best

  • Seng Kao (LEAP Dev)

    Hi @Sarah C (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    I am not quite sure how to answer this query, are you able to provide additional context and information so I can best assist with this query?

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Seng

    Expand Post

    • Sarah C (Customer)

      Hi Seng. Thank you for responding. If for example I wanted to bring up all matters under the name 'Smith', I could go into 'View Cards', select 'Smith' to access the card file, then under 'Matters' see all matters under that name.

      In my case the card files consist of several different names. For arguments sake these could consist of 15 under 'Smith', 5 under 'Jones', 3 under 'Brown'. However all of these clients (or in my case firm names) come under the one organisational group - let's call it 'ABC Group'. If I want to generate reports for every matter under 'ABC Group' (eg. Aged Debtors or WIP to bill) I currently have to select the different client names manually then put them together on a spreadsheet. I would like some way of coding or categorising these so I can generate them together. I'm looking for a way to select the 20 or so matters (with different client names) into one Reporting Group.

      Expand Post

      • Seng Kao (LEAP Dev)

        Hi @Sarah C (Customer)​,

         

        In that case, grouping your client's matters into one Reporting Group would definitely work in your favour.

         

        How to create a Reporting Group:

        1. From your Matter List, please go to Menu > Settings > Application Settings.
        2. Please go to Accounting > Reporting Groups (just above General Ledger heading).
        3. Select New Reporting Group.
        4. Once named, select Save.

         

        How to add Reporting Group to a matter:

        1. Open your matter.
        2. Left-click on the Matter Number to open Matter Details window.
        3. In Matter Details tab, select your Reporting Group near the bottom of the window.
        4. Select OK.
        5. Save/Save & Close your matter.

         

        Using Aged Debtors report as an example, you can filter the report's result to a specific Reporting Group.

         

        Let us know if you require further assistance.

         

        Best regards,

         

        Seng

        Expand Post
        Selected as Best

      • Sarah C (Customer)

        Thanks Seng - That's great. I've just set up one group and can see it will save me a lot of time!

         

        Much appreciated.

        Sarah

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How can I group a number of matters together on a single list? I understand how this works on a card file if all clients have the same name, however in this case the firm names are different but they come under the one group of companies.