Loading
Knowledge BaseLegal Aid Criminal - Invoicing a Criminal Proceedings Matter in LEAP Web
Close
Search for help articles, community posts, ideas ...
End of Search Dialog

Legal Aid Criminal - Invoicing a Criminal Proceedings Matter in LEAP Web

  • 31/01/2020
  • Knowledge

How To
To create an invoice for a legal aid criminal proceedings claim, complete the following steps.
  1. From within the Details & Correspondence tab of the matter click on the Legal Aid Matter Details button on the Actions menu.
User-added image
  1. Check the Branch, Date opened, UFN, Undesignated area, Court, Rep order No and Rep order date have been entered.
User-added image
  1. Click Save & Close.
  2. Click on the Time & Fees tab.
User-added image
  1. Check that all times and fee items have been entered.
  2. Navigate to the Cost Recovery tab within the Office Accounting tab, check that all cost recovery items have been entered
User-added image
  1. Click on the drop-down for New Invoice, within the Legal Aid section of the Actions menu, and select the stage of work you wish to raise the invoice for.  Proceedings is for a magistrate’s claim
User-added image
  1. Enter the relevant billing codes for Standard fee category, Offence, Outcome, and Stage - please note that based on the codes entered LEAP will apply the required standard fee to your invoice.
User-added image
  1. Ensure the correct Date Concluded, and Date Billed have been entered.

Date Concluded - The date that this claim finished

Date Billed - The date that will be used to process this invoice to the accounts and determines   which submission month this invoice will be available for inclusion
  1. The Status of the invoice can be set to Draft - Unapproved, Draft - Approved or Final – Printed/Sent by using the drop-down menu. The default selection is Final – Printed/Sent.
User-added image
  1. Check the information and click Save & Close to finalise and save the invoice to the matter.  The invoice line item will be displayed within the Office Accounting ledger. 
  2. To produce the CRM11 form, open the invoice by double-clicking on the appropriate line within the grid.  Click on the word icon in the top right corner of the invoice screen, which will display a list of the available billing forms.   Selecting CRM11 will open the form within word and pre-populate this with the relevant time, fee and cost recovery entries. 
User-added image
  1. Ensure that the detail on the form is correct and click Save and Close to save a copy of this onto the matter.
Last Modified Date
31/01/2020 7:23 am
Title
Legal Aid Criminal - Invoicing a Criminal Proceedings Matter in LEAP Web
URL Name
Legal-Aid-Criminal-Invoicing-a-Criminal-Proceedings-Matter-Web

Resolution
Loading
Legal Aid Criminal - Invoicing a Criminal Proceedings Matter in LEAP Web