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Knowledge BaseHow to Assign/View Assigned Invoices
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How to Assign/View Assigned Invoices

  • 9/11/2023
  • Knowledge

How To
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Once you have invoices created, you're able to assign these to staff members and view a list of all assigned Invoices.

How to Assign Invoices

 

  1. From LEAP Matter List, click LEAP Menu > Accounting > under Office Accounting > Assign Invoices.

    The Assign Invoices window will open.

  2. Click the Select List next to Select Batch No.

    The Select Batch window will open.

    From this window, you'll be able to search for a batch no. through a specific date range or for all dates. You'll also be able to filter the batch no. by type in the dropdown below, as well as by staff member. Once your filters have been set, click Search.

    Click the batch no. from the list of results and click Select after to add the batch no. to the invoice filter.

  3. Select a matter Status from the drop-down list.

  4. Click Select List to select a Debtor to display all invoices for the selected Debtor.

    You may leave it blank to display all Invoices for all Debtors.

  5. Click Select List to select a Person Responsible to display all invoices for the selected Person Responsible.

    You may leave it blank to display invoices for all Person Responsible.

  6. Click Select List to select a Person Acting to display all invoices for the selected Person Acting.

    You may leave it blank to display invoices for all Person Acting.

  7. Click Select List next to Assigned To to display all invoices assigned to this staff member.

    You may leave it blank to display invoices for all staff members.

     
    Click to edit heading

     

    Click Clear Filters to reset all of the above filters to default.

  8. Click  next to Batch No. to open Batch Details.

    Untick Auto memo to edit the auto-generated Memo.

  9.  Click Select List next to Staff Assigned To and select a staff member you wish to assign the Invoice(s) to.

    (Optional) Click  to enter a Memo for the assigned staff member.

  10. Tick the matter(s) you wish to assign.

  11. (Optional) Click  to Select All matters or Select None for no matters.

  12. Click Save & Close or Save & New to continue assigning invoices.

View Assigned Invoices

 

  1. From LEAP Matter List, click LEAP Menu > Accounting > under Office Accounting > Assigned Invoices.

    The Assigned Invoices window will open.

  2. Click the Select List next to Select Batch No.

    The Select Batch window will open.

    From this window, you'll be able to search for a batch no. through a specific date range or for all dates. You'll also be able to filter the batch no. by type in the dropdown below, as well as by staff member. Once your filters have been set, click Search.

    Click the batch no. from the list of results and click Select after to add the batch no. to the invoice filter.

  3. Select a matter Status from the drop-down list.

  4. Click Select List next to Staff Assigned To to display all invoices assigned to this staff member.

    You may leave it blank to display invoices assigned for all staff members.

  5. Click Select List to select a Debtor to display all invoices assigned for the selected Debtor.

    You may leave it blank to display invoices assigned for all Debtors.

  6. Click Select List to select a Person Responsible to display all invoices assigned for the selected Person Responsible.

    You may leave it blank to display invoices assigned for all Person Responsible.

  7. Click Select List to select a Person Acting to display all invoices assigned for the selected Person Acting.

    You may leave it blank to display invoices assigned for all Person Acting.

     
    Click to edit heading

     

    Click Clear Filters to reset all of the above filters to default.

Last Modified Date
9/11/2023 5:49 pm
Title
How to Assign/View Assigned Invoices
URL Name
How-to-Assign-View-Assigned-Invoices-NZ

Resolution
Office Accounting
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How to Assign/View Assigned Invoices