Megan Donaldson (Customer) asked a question.
Is there any way of having the CURRENT balances showing on the below Attachment for Clients we have in our Leap system??
Example of one Client in my attachment – It would be so handy have a current running balance on each Matter on the front screen - instead of clicking into every individual matter. (Quite Time Consuming – when it could all be on one screen)
Would be good if the “ÖTHER” was the Current Balance Held on the matter.
As shown in Attached File
In our Old ZENOX System - we clicked on our client - which showed all our matters that Client held - and a current running total of what balances were in what matter.
Would be great if this was on LEAP too.
SO agree with this request!!
I also fully agree with this - ideally we would see the debtor, trust and IBD balances all on the matter list.
totally agree with this,....would make life so much easier....
Agree and without these balances the search /sort function serves no purpose.