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Transit Register Report

  • 14/05/2025
  • Knowledge

How To
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Location: LEAP Menu > Reports > Trust > Transit Register

Purpose: Lists Transit Money items with a Received Date or Paid Date within the specified period, with an option to filter by item status.

Filters:

The Date RangeDisplays all transactions within the specified date range, based on either 'Date Received' or 'Date Paid' --determined by the 'Calculated By' setting. 
Calculate By

Calculate By:

This option determines which items are included in the report based on the selected date criteria. 

  • All – Includes items where the Received Date or Paid Date falls within the specified date range.
  • Received Date – Includes only items with a Received Date within the specified date range.
  • Paid Date – Includes only items with a Paid Date within the specified date range.

This option determines which items are included in the report based on the selected date criteria. 

Paid StatusFilter the report by the following:
  • All
  • Paid
  • Unpaid
  • Deleted

Report Fields:

Date ReceivedThe date the transaction was received.
Transaction NumberThe transaction number.
Matter No. The matter number. 
ClientThe matter's client. 
Matter/ Client DetailsThe matter number and client name.
Received FromWho the transaction was received from.
StatusThe status of the transaction.
Date Paid The date the transaction was paid.
Paid ToThe third party the transaction was paid to.
ReasonThe reason on the transaction.
AmountThe amount of the transaction.
Last Modified Date
14/05/2025 11:52 am
Title
Transit Register Report
URL Name
Transit-Register-Report-NZ

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Transit Register Report