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Requesting and Authorising a Payment

  • 20/02/2026
  • Knowledge

How To
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A payment request is an internal request to draw a payment within LEAP. Learn how to create, manage and authorise payment requests in LEAP for both office and trust accounts. Payment requests will be automatically created if the staff member does not have the ability to create payments. For more information, see Application Settings - Staff Members. 

  • Desktop
  • Accounting Plus
  • Web

Request a Payment

 

  1. Open the matter.

  2. Click LEAP Accounting.

    LEAP Accounting will open in a new window.

  3. Click the Office Accounting > Payments & Debtors or Trust Funds > General Trust tabs.

  4. Click the arrow next to New Payment on the toolbar then select New Payment Request.

 
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You can also create a new payment request by clicking the LEAP Menu > Accounting > under Office Accounting > Payment Requests or the LEAP Menu > Accounting > under Trust Accounting > Payment Requests. From the Payment Requests window, click New Payment Request.

  1. Complete the required fields by either entering or selecting the information from lists when you click Select List.

    The Date Required field is an internal request feature. It is the date the requester want permission by. There is no expiry date for a Payment Request if it has not been paid. 

  2. Click Save & Close.

    Click the down arrow next to Save & Close then Save & Notify to select a staff to authorise the payment. A notification of the request will appear on their notifications window.

Authorise and Create a Payment

 

  1. Click the LEAP Menu > Accounting > under Office Accounting > Payment Requests or the LEAP Menu > Accounting > under Trust Accounting > Payment Requests depending on whether the request was for an office or trust account.

  2. Open the request on the Payment Requests window.

 
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To make it easier to find the request you want, filter the list selecting the appropriate Account then select the appropriate Authorisation Status and the Payment Status options.

  1. Select the request then click Authorise.

 
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If you want to authorise a payment on behalf of someone else, click the down arrow next to Authorise and select Authorise on behalf of to choose the person from the list, then click Select.

You can also authorise a request by double-clicking on the selected request to open it. In the Payment section, select who the request will be Authorised By then click Authorise.

  1. Click Create Payments.

  2. Complete creating the Office Payment or Trust Payment.

Delete a Payment Request

 

  1. Click the LEAP Menu > Accounting > under Office Accounting > Payment Requests or the LEAP Menu > Accounting > under Trust Accounting > Payment Requests depending on whether the request was for an office or trust account.

  2. Open the request on the Payment Requests window.

 
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To make it easier to find the request you want, filter the list selecting the appropriate Account then select the appropriate Authorisation Status and the Payment Status options.

  1. Click Delete icon on the toolbar.

  2. Confirm the deletion.

Clear an Authorised Payment Request

 

  1. Click the LEAP Menu > Accounting > under Office Accounting > Payment Requests or the LEAP Menu > Accounting > under Trust Accounting > Payment Requests depending on whether the request was for an office or trust account.

  2. Open the request on the Payment Requests window.

 
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To make it easier to find the request you want, filter the list selecting the appropriate Account then select the appropriate Authorisation Status and the Payment Status options.

  1. In the Payment section, click Clear next to the Authorised By field.

  2. Click Save & Close.

 
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To access Payment Requests, click the LEAP Menu > Accounting > under Office Accounting > Payment Requests.

Create a New Payment Request

 

  1. Click New payment request.

  2. Enter or select a Matter.

    Click Accounting Plus select icon to search and choose a matter from the list, then click Select.

  3. Enter the Date required. Click Accounting plus calendar icon to select a different date, if required. 

 
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The Date required field is an internal request feature. It is the date the requester want permission by. There is no expiry date for a Payment request if it has not been paid. 

  1. Enter the Amount.

  2. Select the Bank account.

  3. Select the Pay to. The Address will automatically populate based on the contact selected.

  4. Select the Payment type and click the 3 dots to enter any relevant Payment type details.

  5. By default, you will be set as the staff member in the Requested by field. Click the X to select and assign a different staff member.

  6. Enter a Reason for the payment request.

  7. Click Save or Save and new to create another payment request.

Create with AI

 

You can now create payment requests faster with AI - simply enter the required details and let AI do the rest. You will even receive alerts when you're approaching fee estimate limits.

You can also request a matter's financial summary anytime to get the latest snapshot of its financials. 

  1. Click Create with AI.

    The Create payment request AI chat window will open.

  2. You can enter the details about your payment request in the chat field below. 

    When necessary, you will be prompted to answer questions to help create the payment request.

 
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Toggle Allow web searches on to enable web search and AI can also answer general legal or accounting questions when you need quick guidance.

  1. Once AI has the details for your payment request, it will present a summary for the payment request including the Matter, Client, Pay to, Total, Description and Account.

  2. Click Create.

Authorise Payment Request

 

  1. Select a payment request.

  2. Click Authorise.

    You can click the drop-down arrow next to Authorise for more options including Authorise on behalf of.

 
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To authorise payment requests in bulk, press CTRL and select the payment requests you would like to authorise and click Authorise.

Create Payment

 

  1. Select a payment request that has already been authorised.

 
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Authorised payment requests will be indicated with a green tick in the Auth column.

  1. Click Create payment.

  2. Complete creating the Office Payment or Trust Payment.

  3. Click Save & Close.

Delete a Payment Request

 

  1. Select a payment request.

  2. Click Delete.

  3. Click Delete to confirm.

 
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To delete payment requests in bulk, press CTRL and select the payment requests you would like to remove and click Delete.

Clear an Authorised Payment Request

 

  1. Right-click on the payment request.

  2. Select Clear authorisation.

 
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To clear authorisation for multiple payment requests, press CTRL and select the payment requests and click Clear authorisation.

Matter Summary

 

The Matter Summary provides you everything you need for time recording in one place, so there's no need to switch back to LEAP Desktop for basic matter details or a financial snapshot of the selected matter.

The Matter Summary is available from every screen, providing a quick view of key matter information whenever you need it.

  • Select a cost recovery and click  to open the Matter Summary.
  • Click  to hide the Matter Summary or  to open the Matter Summary in a new window. 

 
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Click   or the drop-down arrow next to any of the accounting headings to print its relevant report.

Request a Payment

 

  1. Open the matter.

  2. Hover over the Office Accounting tab then click Payments & Debtors.

  3. Click New Payment Request.

  4. The default office account is listed in the Bank Account field. If you want to use another office account, select one from the drop-down list.

  5. By default, the Payee field is blank. Click User-added image to select a card from the window. You can also directly type a name into the Payee textbox.

  6. The Address field will populate when a Payee is selected as a card. You can also directly type an address in the Address textbox.

  7. The Request No. is always set to Auto no. and can't be changed. The number will be generated after the request has been saved.

  8. The default Date Required and Date Entered will be set to today's date. Click the Calendar icon or type a date into the textbox.

  9. Select a Payment Type from the drop-down list.

  10. Enter a Reason.

  11. Enter an Amount.

  12. Tick or untick Inc. Tax, if required.

  13. Select or change the Tax Code from the drop-down list.

  14. By default, the Requested By field will be your name. Click User-added image to select a different staff from the list.

  15. Toggle the Print option On to print the request once it's been saved.

  16. Click Save.

Authorise and Create a Payment

 

  1. Open the matter.

  2. Hover over the Office Accounting tab then click Payments & Debtors.

  3. Open the request.

  4. By default, the Authorised By field is blank. Click Authorise to insert your name or select a different staff by clicking User-added image.

 
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You can clear a payment authorisation by selecting Clear, which will then revert the payment request to pending authorisation.

  1. Once you have authorised the payment, you will see a notification. The Authorised Date is always today's date and can't be changed.

  2. Complete creating the Office Payment or Save to create the payment later.

Last Modified Date
20/02/2026 6:36 pm
Title
Requesting and Authorising a Payment
URL Name
Requesting-and-Authorising-a-Payment-NZ

Resolution
Office AccountingTrust Accounting
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Requesting and Authorising a Payment