LawPro - Combined Trial Balance

15/07/2021
Knowledge

How To

The Combined Trial Balance is a report that collates your firms Trial Balance data from Xero and the Client Trial Balance from LEAP. This helps ensure that your accounts are accurate and is required by the Law Society of Scotland during an audit.

To access the Combined Trial Balance, you must first enable the LawPro app in the LEAP App Marketplace. Once enabled, click on Menu and navigate to Accounting. Click on Combined Trial Balance.
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Once clicked, the Combined Trial Balance Report will open, defaulting to today’s date.
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The report can be run to any date by clicking into the date field and clicking View.
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You can also export the report as either an Excel spreadsheet or a PDF document by clicking the Export button as required.
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Once exported you can save this to a local file and then add to LEAP using either the Save to Matter button in Excel or the Save to LEAP button in Adobe Acrobat.

Last Modified Date

15/07/2021 7:19 am

Title

LawPro - Combined Trial Balance

URL Name

LawPro-Combined-Trial-Balance-UK

Resolution