Transaction Requests User Guide

27/10/2025
Knowledge

How To

The LEAP Transaction Requests App is designed to allow users to request the accounts department to post a trust or office receipt, transfer or payment.

The App replaces the traditional paper system in favour of an electronic system fully integrated within LEAP.

Requirements

The Transaction Requests App requires you to be aware of the basic posting information relating to the transaction you wish to make, i.e. The date, matter reference, a note that accurately describes the transaction, the value of the transaction and any paying in or out references that are known.
The Transaction Requests App can be used for any matter type.

Provision in LEAP

The ability to use the Transaction Requests App has now been added to LEAP with full functionality to add, authorise and post selected transactions.

Adding the Transaction Requests App to LEAP

Transaction Requests is a LEAP App that is currently only available in LEAP Desktop.

To enable it in :

Click the LEAP Menu > select Marketplace.

The App Marketplace will open in a new window.
In the App Marketplace, locate Transaction Requests and click Enable.

Setting up Transaction Requests

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If the user is a LEAP Administrator, they will have the ability to setup which users have access to the various levels of the Transaction Requests App.

Click the LEAP Menu > Accounting > under General > Transaction Requests.
Click on Settings in the top left corner of the screen.

The Configuration Screen will open in a new window.
Click to edit heading
The default view will show the list of current LEAP users, these users can then be set as either a Requester, Approver, Processor, or Override user or any combination thereof.
- A Requester can make requests for a Transaction.
- An Approver can approve requests that have been made, they are not able to approve their own requests.
- A Processor can make the request into an actual transaction on the Matter.
- An Override user is able to approve and process all requests including their own.
Tick the relevant boxes for the user as required.

Click on Transactions.

This will show a list of the available transactions and if they need to be approved before being created.

If a transaction needs to be approved, the user can select the number of approvers and the values for which the approval will need to be sought.

Creating a Transaction Requests

To create a Transaction Request, you must first access the matter you wish to raise it against.

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This is only applicable in LEAP Desktop.

From the LEAP Matter List > Search for the matter you wish to work on.

Double click to open the matter.

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From the matter toolbar, click on the Trust Funds tab to post a Trust Transaction Request or Office Accounting to create an Office Transaction Request.

Click the New Request Icon.

This will open the 'New Request' screen, which will be prepopulated with information from the matter.
Details required on the request form will include:
- Transaction Type
- Amount
- Date the posting is due, this will default to the current date.
- Payment Type
- Bank Account
- Payee/Payer
- Requester
- Description of posting, reason required
- Correspondence
- Notes
- Approver(s)
The required information will vary depending on the Transaction Type selected.
The user may also be required to enter the Tax Code depending on the Transaction Type.

Click the button next to Tax Code to select and enter.
Depending on the Payment Type which is selectable by clicking the button next to the Payment Type box, the user may need to enter further details about the type of payment. These details can be edited by clicking the button.

It is possible to enter notes specific to this request in the Notes field.
Click the button next to Correspondence to add documents from the matter to support the request. It is possible to add a maximum of 5 documents to the request.

From the Approver dropdown it is possible to send the request to a specific person to be approved, it will default to <Any> where anyone with Approval permissions can approve the request. The number of Approvers required depends upon the setting for each Transaction Type. Notifications will be sent to either the specific person, or all Approvers.
Click Save when complete or Cancel to close without saving.

Click to edit heading

To view a list of existing Requests made for a matter, click the dropdown arrow to the right of the New Request and select Matter Requests.

Posting Transaction Requests

To access the Transaction Requests:

Click the LEAP Menu > Accounting > under General > Transaction Requests.

The Transaction Requests window will open.
The window displays a list of requests that by default, are either Pending Approval or Pending Processing.

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The information displayed on the list can be changed using the Advanced Search option. From the Advanced Search screen, you can also view Deleted Requests.

It is possible to view Deleted Requests from the Advanced Search screen.

To sort the list, click on the appropriate column heading.
Double click or click the 3 dots at the end of the row to open the Transaction Request for viewing.

The Transaction Request can be opened for editing using the 3 dots option.

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Users can only edit transaction requests that they have created.

If a user is unable to edit their transaction requests marked as view-only, temporarily update their permissions to an alternative level (such as Requester and Approver), save the changes, and then revert the permissions to the original setting. Once completed, instruct the user to sign out of the LEAP system and sign back in.
Depending on the status of the Request and the settings for the user, they may be able to either Approve, Process or Decline the Request.
If you select to Process the request, the transaction screen for the required request will appear prefilled with the relevant information:
Click Save & Close to save the transaction to the matter ledger and update the Transaction Request as Processed.

If a Request has been raised but has subsequently been posted manually onto the LEAP system it is possible to mark the Request as Processed from the main Request List, by Right Clicking the Request to be Marked as Processed, to be able to do this, the user must have Override rights, and the Request must be awaiting Approval or Processing. The user will be prompted to Mark the Request as Processed.

Printing Transaction Requests

It is possible to Delete and Print a Request from the View/Edit Screen.

Clicking the 'Delete icon' will prompt the user to check if they are sure they wish to delete the Request. Clicking 'Yes' will mark the request as Deleted.

Clicking the Print icon will display a menu asking if the user wishes to Print the Request, this will generate a PDF file. The Request can also be attached to the associated matter as a PDF.

Last Modified Date

27/10/2025 12:15 pm

Title

Transaction Requests User Guide

URL Name

Transaction-Requests-User-Guide-NZ

Resolution