Loading
Knowledge BaseLawPro - Client Matter Balances
Close
Search for help articles, community posts, ideas ...
End of Search Dialog

LawPro - Client Matter Balances

  • 15/07/2021
  • Knowledge

How To

The Matter Client Balance provides a clearer breakdown of the balances held by the client across both the Office and Client banks on a matter level. It is common for this balance to be aggregated together as one in some system in Scotland.

To access the Matter Client Balance, you must first enable the LawPro app in the LEAP App Marketplace. Once enabled, a button will show on the Client and Office tabs of the matter.
Image 1

Once clicked, the current balances held will be shown.
Image 2

The balances are explained as follows:

Client BalanceTotal value of funds held in the general client bank accounts for this matter.
Office BalanceTotal of Office Payments and Office Journals less any unallocated Credits for this matter, excluding VAT.
Debtors BalanceThe outstanding Invoice value for this matter, including VAT.
Overall Ex Fee BalanceThe Client Balance less the Office Balance.
Overall BalanceThe Client Balance less the Office Balance less the Debtors Balance.
Last Modified Date
15/07/2021 7:19 am
Title
LawPro - Client Matter Balances
URL Name
LawPro-Client-Matter-Balances-UK

Resolution
App Marketplace
Loading
LawPro - Client Matter Balances