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blog article

Statement of Account now available on all matter types


The Statement of Account is now available across all Matter Types in LEAP, giving you greater flexibility to report on funds received and paid on behalf of your clients.


The statement brings together Trust Account, Interest Bearing Deposit and Office Accounting transactions, with the option to include anticipated payments that are yet to be transacted.


It is now included as a default table under the Details & Correspondence tab on all Matter Types. It can also be added to any existing matters by Editing Table Types.


Click HERE for the Help Centre article How to complete a Statement of Account for more information and guidance on using the Statement of Account.


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Blog Article: Statement of Account now available on all matter types