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Application Settings - Nominal Ledger

  • 11/07/2025
  • Knowledge

How To
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Learn how to add, edit and delete Nominal Ledger related settings such as Nominal Reporting Groups and Tax Codes.

 
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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

 

Web: Click User-added image > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Account Codes

 
 
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Before you install LEAP, your accounting software (QuickBooks or Xero) must be set up with the relevant LEAP codes. Once the two programs are linked, the relevant codes can be entered into LEAP. This will ensure that the office accounting details such as receipts, cheques and invoices are transferred through the correct amount into your accounting software. If you need to change these nominal ledger account codes, please contact a LEAP Consultant.

  1. Set up your LEAP account codes in your accounting software.

  2. Click Accounting > under Nominal Ledger > Account Codes.

  3. Enter the relevant account codes as required.

  4. Click Save.

Nominal Reporting Groups

 

This page is used for setting branch offices. Branch offices have a specific code that must be entered into your nominal ledger.

For information on Branch offices, please see our article here.

Create a Nominal Reporting Group

 

To create a new Nominal Reporting Group:

  1. Click Accounting > under Nominal Ledger > Nominal Reporting Groups.

  2. Click New Nominal Reporting Group to add your branch office as a reporting group.

  3. Enter the reporting group Name and the Full Name of the branch office. This should match what you've entered in your accounting software.

  4. Enter the Tracking Category/Option. For example, this could be Location/London.

  5. Click Save.

Assign a Matter to a Nominal Reporting Group

 

To assign a matter to a Nominal Reporting Group:

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Open Matter Details.

  4. Click the Accounting tab.

  5. Select a Nominal Reporting Group from the drop-down.

  6. Click OK.

Delete a Nominal Reporting Group

 

To delete a Nominal Reporting Group:

  1. Click Accounting > under Nominal Ledger > Nominal Reporting Groups.

  2. Open a Nominal Reporting Group.

  3. Click Delete.

  4. Confirm the deletion.

Tax Codes

 

  1. Click Accounting > under Nominal Ledger > Tax Codes.

  2. Click New Tax Code.

  3. Enter the Tax Code.

  4. Enter the required information.

  5. Click Save.

 
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You can also:

  • Sort the tax codes in ascending or descending order by clicking on a column heading and using the up or down arrows.
  • Change a tax code, click on an entry from the table. Edit the details as required and click Save when you're finished.
  • Delete a tax code, select an entry from the table and click Delete. Confirm the deletion by clicking OK.
 
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Click the Defaults tab and select the appropriate default Tax Codes for each of the listed options from the drop-down lists. Click Save when you're finished.

Last Modified Date
11/07/2025 2:26 am
Title
Application Settings - Nominal Ledger
URL Name
Application-Settings-Nominal-Ledger-UK

Resolution
Installing & Setting Up
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Application Settings - Nominal Ledger