Client Receipt Requests

28/03/2022
Knowledge

How To

The LEAP Receipt Request App is designed to allow users to request the accounts department to post a client receipt.

The App replaces the traditional paper system in favour of an electronic system fully integrated within LEAP.

Requirements

The Receipt Request App requires you to be aware of the basic posting information relating to the transaction you wish to make, i.e. the date, matter reference, a note that accurately describes the transaction, the value of the transacction and any paying in or out references that are known.

The Receipt Request App can be used for any matter type.

Provision in LEAP

The ability to use the Receipt Request App has now been added to LEAP with full functionality to add, authorise and post selected transactions.

Adding the Receipt Request App to LEAP

From the LEAP Matter List, click the LEAP Menu > App Marketplace.

The App Marketplace will open in a new window.
From the All Apps section, select Receipt Request.
Click Enable.

Entering a Client Receipt Request

Open the matter.
Click the Client Funds > Client Accounts tab.
Click Receipt Request under Client Funds section.

The Receipt Requests will open in a new window.
Enter an Amount.
The default Client Bank Account will populate.

You may select a different Client Bank Account if required.
Enter the Received From.
Enter or click to select a Date Expected of receipt.
Date Entered will automatically populate to the current date of entry and cannot be changed.
Select a Payment Type.
Requested By should automatically populate to the staff that is creating the receipt request.

You may select a different staff member if required.
Enter a Reason.
Click Save & Close.

Viewing a Client Receipt Request on a Matter

Open the matter.
Click the Client Funds > Client Accounts tab.
Click the drop-down arrow next to Receipt Request under Client Funds section and select View Receipts.

The Receipt Requests will open in a new window.

Posting a Client Receipt Request

From the LEAP Matter List, click the LEAP Menu > Accounting > under Client Accounting > Receipt Requests.

The LEAP Receipt Requests will open in a new window.
The default Client Bank Account should be selected.

Select a different Client Bank Account if required.
Select the Receipt Status.
- All - display all Uncreated and Created Client Receipt Requests.
- Uncreated - display all Uncreated Client Receipt Requests only.
- Created - display all Created Client Receipt Requests only.
Find and select an Uncreated Client Receipt Request.
Click Create Receipt.

Once the receipt is posted by the cashier, the individual who entered the request will receive a notification to confirm the posting is complete.

Click to edit heading

Further details on creating a Client Funds Receipt can be found here.

Deleting an Client Receipt Request

Click to edit heading

You can only delete Uncreated Client Receipt Requests.

From the LEAP Matter List, click the LEAP Menu > Accounting > under Client Accounting > Receipt Requests.

The LEAP Receipt Requests will open in a new window.
The default Client Bank Account should be selected.

Select a different Client Bank Account if required.
Select the Uncreated filter for Receipt Status.
Find and select a client receipt request.
Click or right-click the selected client receipt request and select Delete.

Setting up Notifications

From the LEAP Matter List, click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click Firm > under Staff > Members.

The Staff Members List will be displayed.
Click on your user profile from the list.

The Staff Details will open in a new window.
Click Notifications.
Scroll to the Receipt Requests section.
Toggle On/Off the Receipt Requests or Receipt Requests Notifications slider.

Last Modified Date

28/03/2022 9:36 pm

Title

Client Receipt Requests

URL Name

Requesting-a-Client-Receipt-UK

Resolution