Modifying Office Receipts in Word

22/07/2024
Knowledge

How To

Learn how to create and modify office receipts in Microsoft Word using the Office Receipt precedent and merge data from LEAP with inserted fields.

Desktop

Modifying Office Receipts

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Precedents.

The Forms & Precedents will open in a new window.
Make sure you're on the Browse tab.
Navigate to Practice Management > Accounting > LEAP FORMS & DOCUMENTS > Client printouts.

Alternatively, you may search for your Office Receipt precedent using the Search precedents field.
Right-click on the Office Receipt precedent and select Edit Precedent.

The Office Receipt precedent will open in Microsoft Word.

Click to edit heading

The default Office Receipt precedent is created by the LEAP Design & Automation team.

LEAP suggests that you create a new office receipt precedent as any modifications made to the default precedent may be lost if the LEAP Design & Automation team make any changes to the default precedent.

To do this, right-click the precedent and select Duplicate & Rename Precedent option.

Make the necessary changes as desired.
Click Save & Close and provide Reason for Change.

Inserting Fields and Tables

You're able to insert a number of fields into your office receipts so as to merge information from LEAP regarding the matter.

With the Office Receipt precedent opened in Modify Mode, from the LEAP tab, click Editing > Insert Fields.

The LEAP Insert Fields window will open on the right-hand side of the document.
From the drop-down list of Table Types, select Office Receipt.
Place the cursor in the precedent where you wish to insert the field and click to position it.
Select the desired fields.
Click Insert.

Last Modified Date

22/07/2024 4:26 am

Title

Modifying Office Receipts in Word

URL Name

Modify-Word-Receipts-and-Statements-UK

Resolution