Amy Fisher (Customer) asked a question.
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Hi Amy,
Thank you for posting to the LEAP Community Discussions Page.
Could you see if selecting the matter in the "Matter No." column causes the "Available" column to populate?
From what I can see, we haven't made any changes regarding the Trust Payment process. I recall always needing to select the matter number before the available trust funds appeared. I have also tried the workflow you outlined in your post and have been unable to get the "Available" column to populate with just the "Reason" and "Matter No." being empty (Please see the screenshot below).
If you have any follow-up questions, please let me know.
Thanks,
Shane
Shane, can LEAP move the curser to a logical start location if you are not going to have the available funds displayed when the curser opens in the "Pay to". I am having to enter all payments twice because I enter all the data and then the funds are now showing so I have to start again. if the available funds is only going to display after selecting Matter No or Reason, then please place the cursor in this location.
Normally I would fill in all the details of who it was paid to first and the complete the reason last. The matter number would be available and it would be fine. Unless you select reason first, no matter what other information you enter in first it won't come up and you need to start again. Annoying as I would always copy and paid the banking reference number first and work my way down the form.
I have found this too. I find that even though as you tab through the sections of the payment it populates the matter number, which is what usually triggers the available balance to appear, it acts as if it doesn't see the matter number. If I continue through as normal, it will often say 'You need to add a matter number'. I've just got in the habit of manually retyping the matter number into the payment line even though it has automatically put it there itself, and this makes the available balance appear.