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Knowledge BaseSetting Payment Limits for Your Staff
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Setting Payment Limits for Your Staff

  • 11/06/2025
  • Knowledge

How To
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There may be staff that you may wish to limit the value of Office Account and Client Funds Payments. Within LEAP, you can specify a limit for each staff member. Should your staff member exceed to limit of the payment, they will be automatically prompted to create a Payment Request.

 
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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click  > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Office Account

 

  1. Click Firm > under Staff > Members.

    A list of your existing staff will display.

  2. Click on a staff member you wish to set the limit.

  3. Click the Access & Permissions tab.

  4. Click Edit security details.

    You will be redirected to the Staff Security page.

  5. Click Office Transactions tab.

  6. Enter the Payment Limit amount.

  7. Click Save.

Client Account

 

  1. Click Firm > under Staff > Members.

    A list of your existing staff will display.

  2. Click on a staff member you wish to set the limit.

  3. Click the Access & Permissions tab.

  4. Click Edit security details.

    You will be redirected to the Staff Security page.

  5. Click General Client Funds tab.

  6. Enter the Payment Limit amount.

  7. Click Save.

Last Modified Date
11/06/2025 3:08 am
Title
Setting Payment Limits for Your Staff
URL Name
Setting-Payment-Limits-for-your-Staff-UK

Resolution
Office AccountingClient Accounting
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Setting Payment Limits for Your Staff