Open the matter.

Click LEAP Accounting.

LEAP Accounting will open in a new window.

Click the Trust Funds > Transit Money tabs.

Click New Transaction on the toolbar.

By default, the Matter field is the matter number of the matter you opened.

Click  to bring the Matter window to the front so you can view matter information.

Enter or select who the payment is Received From.

Click  to choose a person from the Card List, then click Select.

Enter the Amount and Reason.

Choose a Payment Type by clicking  and choosing an option from the list, then click Select. 

Once you've chosen the Payment Type and depending on your selection, you may wish to enter the Payment Type Details which may automatically display for you to complete. If not, click  and complete the bank account details fields. Click OK.

The Transaction No. is automatically generated to be the next sequential number.

Enter or selected the Received Date if it's different from the current calendar date.

If the item has been paid, tick the Paid checkbox.

1. Enter the details of the person who the money was Paid To.
2. By default, the Paid Date is the current calendar date which can be changed if necessary.

Click Save & Close.

Open the matter.

Click LEAP Accounting.

LEAP Accounting will open in a new window.

Click the Trust Funds > Transit Money tabs.

Select Unpaid from the payment status drop-down list.

Open the transaction.

Tick the Paid checkbox.

Enter the details of the person who the money was Paid To.

By default, the Paid Date is the current calendar date which can be changed if necessary.

Click Save & Close.

Open the matter.

Click LEAP Accounting.

LEAP Accounting will open in a new window.

Click the Trust Funds > Transit Money tabs.

Open the transaction.

Click  on the toolbar.

Confirm the deletion.