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Knowledge BaseSetting Up Your Client Funds Administration Matter
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Setting Up Your Client Funds Administration Matter

  • 12/09/2024
  • Knowledge

How To
Click to edit heading

Learn how to set up your Client Funds Administration Matter and complete the details in the LEAP Application Settings.

  • Desktop

The Client Funds Administration Matter is an administrative matter that can be used for two purposes:

  • Calculating interest earned on funds deposited into your Client Accounts. For more information, click here.

  • Serving as a Float Matter (Scotland only). For more information, click here.

Set Up Your Client Funds Administration Matter

 

UK

 

  1. From the LEAP Matter List, click New Matter.

    The New Matter window will open.

  2. Select the Practice Management matter type from the list and then select Miscellaneous.

     
    Click to edit heading

    The Description of the matter will automatically be completed depending on what Matter Type you've selected. To update the description, untick the "Auto" checkbox.

  3. Select the Country and click OK.

  4. Enter a generic Matter No, e.g. 999999.

     
    Click to edit heading

    If you have auto file numbering enabled, it will need to be disabled before you can manually enter the number.

  5. Click OK.

  6. For the Client, create a new Organisation card for your firm if you haven't done so already.

  7. Click Save & Close.

    The Matter will open in a new window.

  8. Click Save & Close.

    The matter will be saved and appear on your LEAP Matter List.

 
Click to edit heading

After you've created your Client Funds Administration Matter, you must enter the matter number in the LEAP Application Settings.
See instructions in next section.

Scotland

 

  1. From the LEAP Matter List, click New Matter.

    The New Matter window will open.

  2. Select the Practice Management matter type from the list and then select Accounting.

  3. Update the matter Description to "Float Matter".

     
    Click to edit heading

    The Description of the matter will automatically be completed depending on what Matter Type you've selected. To update the description, untick the "Auto" checkbox.

  4. Select the Country and click OK.

  5. Enter a generic Matter No, e.g. 999999.

     
    Click to edit heading

    If you have auto file numbering enabled, it will need to be disabled before you can manually enter the number.

  6. Click OK.

  7. For the Client, create a new Organisation card for your firm if you haven't done so already.

  8. Click Save & Close.

    The Matter will open in a new window.

  9. Click Save & Close.

    The matter will be saved and appear on your LEAP Matter List.

 
Click to edit heading

After you've created your Client Funds Administration Matter, you must enter the matter number in the LEAP Application Settings.
See instructions in next section.

Application Settings - Client Funds Administration Matter Number

 

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

    The LEAP Application Settings will open in a new window.

  2. Click Matters > Client Funds Administration Matter Number.

  3. Enter the Matter Number you created above.

  4. Click Save.

Last Modified Date
12/09/2024 2:17 am
Title
Setting Up Your Client Funds Administration Matter
URL Name
Setting-Up-Your-Client-Funds-Administration-Matter-UK

Resolution
Client AccountingInstalling & Setting Up
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Setting Up Your Client Funds Administration Matter