Setting Up and Creating a Statement Mailing

9/12/2025
Knowledge

How To

You're able to Email and/or Print Statements in bulk without having to open each individual matter.

Desktop

Set Up a Statement Mailing Email Precedent

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Forms & Precedents.

The Forms & Precedents will open in a new window.
Make sure you're on the Browse tab.
Navigate to the Practice Management > Accounting > Accounting folder on the left-hand side of the list.
Right-click in the middle pane of the Forms & Precedents window and select New > Outlook Precedent.

The Create Outlook Precedent - Select Recipient will open in a new window.
Select a Recipient (by default, it should be your Client) and click OK.

A new email will open in Microsoft Outlook.
Enter a Subject.

The Subject that you enter will be the default subject line used for the Statement Mailing.
Enter a default message which will be included with the attached email.
Click Insert under LEAP section to display a list of fields which you can insert into the Statement Mailing Email Precedent.
Click Save & Close.
Enter a name of the email precedent and click OK.

Create a Statement Mailing

Click the LEAP Menu > Accounting > under Office Accounting > Statement Mailing.

The Statement Mailing window will open.
Click then select a Debtor to display statements for that debtor only.
Click then select a Person Responsible to display statements for matters where the Person Responsible is selected.
Click then select a Person Acting to display statements for matters where the Person Acting is selected.
By default, the Ageing Period is set to All.

Select a different Ageing Period if required.
By default, the At Date will set to current date.

Enter or click to select a different At Date if required.

Click to edit heading

Click on Clear Filters to remove any of the selected filters to display all matters.

Click > Forms & Precedents then select an Email Precedent which will be the email that is sent to the selected debtors.
Tick the Email and/or Print checkboxes for each of the matters you wish to send statements to your debtors.
Tick the arrows next to the Email and/or Print checkboxes at the top of the table on the left-hand side to select all or none.

Click to edit heading

Right-click any matter then select Open Statement to open it directly from the Statement Mailing window.

Click Email/Print.

When Creating a Statement Mailing

If you receive an "operation failed" error while creating a statement mailing, follow these steps to resolve the issue:

Reset the connection between LEAP and Outlook.
Switch to Outlook Classic: If you are using a newer version of Outlook, switching back to the classic version may resolve compatibility issues.
Perform a LEAP Repair.
Add LEAP to your Antivirus Exceptions List. This will ensure that your antivirus and firewall programs do not cause interference with statement mailings.

Last Modified Date

9/12/2025 11:35 am

Title

Setting Up and Creating a Statement Mailing

URL Name

Setting-Up-and-Creating-a-Statement-Mailing-NZ

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