Erica Murfet (Customer) asked a question.
When processing the Trust to Office transfer, files without Trust balances are now showing. Can this feature revert back to how it was previously with only files with a Trust balance AND an outstanding invoice showing in the list when processing the Trust payment and Office receipt.
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
I have found this to be really annoying too and makes the transfer take so much longer having to scroll though to find what I want to transfer.
Hi Erica and Susan,
Thanks for letting us know.
I'm aware that this is an issue that our Developers are looking in to and investigating.
To ensure that you are contacted when the issue is fixed or an update has been released to resolve, please log a HelpDesk case by emailing support@leap.com.au or via the LiveChat.
Thanks,
Simon
Also with Trust to Office transfers - we have just had a visit from the QLS. When we do a trust to office transfer it records on the matter in description - trust to office transfer. This is not enough information for the QLS. They insist that it has to say - trust to office transfer for legal costs & outlays. Can this become automatic please? Apparently there is a drop down box where I can override what is written. I haven't actually done it yet so I'm not sure even where to find the box.
Urgh, so many bugs in the last release that development team need to release fixes for!