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Online Payments - Request Trust Funds

  • 4/06/2026
  • Knowledge

How To
Click to edit heading

You're able to request trust funds from any party for any matter. 

  • Desktop
  • Accounting Plus

  1. Open the matter.

  2. Click LEAP Accounting. 

    LEAP Accounting will open in a new window.

  3. Click the Trust Funds > General Trust tabs.

  4. Click Request Trust Fundson the toolbar to open the New Request Trust Funds window.

  5. Select the Recipient by clickingSelect Listand choosing the appropriate person from the Card List.

    You can select any card from the list, and they don't necessarily have to be associated with the open matter.

  6. Enter the Reason and Amount.

    The Trust Funds Request no. is automatically generated.

  7. Select if it is Protected For the Matter Debtor or Other/Third Party Payments.

  8. Change today's Date, if necessary.

  9. Click Save & Close or to share the request immediately, click the drop-down and select Save & Share instead.

When sharing, a LawConnect Share window will open and you can enter the email it will be shared to. 

You can also select if the recipient(s) must ‘Sign In to view’ or if ‘Anyone with the link can view’.

You can also select if you would like to ‘Send email notification for this request’.

If the email notification option is ticked, the recipient(s) will receive an email notifying them of the request. The recipient(s) can select to view the request or pay directly using Online Payments or BPAY. 

 
Click to edit heading
Once the Trust Funds Request is recorded and saved to the matter, you can go back and print or share via LawConnect:
  • To print, open the Trust Funds Request item and click the ellipsis icon > select Print Trust Fund Request. The Online Payments reference and instructions are added to the client's Trust Funds Request Statement as a request for payment.
  • To share via LawConnect, please click here.

In the new Accounting Plus window, users can create new Trust Fund Requests and view a comprehensive overview of all Trust Fund Requests recorded during a selected time period for the entire firm. The powerful filtering options enable users to refine their results effectively.

New Trust Fund Request

To enter a new trust fund request:

  1. Click Trust fund requests from the Accounting menu.

  2. Click New trust fund request.

    Alternatively, press ‘Insert’ on the keyboard and a new trust fund request will open.

  3. Use the tab key to move through the relevant fields and enter or select the required details.

  4. Click Save when done.

Actions

You can perform the following actions by right clicking or clicking the ellipsis icon on any of the transactions from the trust fund request window:

  • Open: Open and edit a single entry.
  • Delete: Delete the relevant entry.

Filter and Sort

Filter 

  1. Account: Filters results to show only entries related to the selected trust account.

  2. Matter: Filters results to show only entries related to the selected matter. If left blank, it will display entries for all matters.

  3. Recipient: Filter results to show only entries for the selected recipients.

  4. Requested by: Display entries created by the selected staff members.

Sort and Grouping

You can sort the Trust Fund Requests window by:

  • Date
  • Account
  • Matter
  • Reason
  • Recipient
  • Amount
  • Request by
  • Shared

You can also group the entries by:

  • Date
  • Account
  • Matter
  • Recipient
  • Requested by

Compact view: This will reduce padding and spacing in tables so you can see more rows on the screen at once.

Last Modified Date
4/06/2026 1:19 pm
Title
Online Payments - Request Trust Funds
URL Name
Online-Payments-Request-Trust-Funds-NZ

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Online Payments - Request Trust Funds