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Knowledge BaseClient Fund Requests - Unpaid Report
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Client Fund Requests - Unpaid Report

  • 03/06/2026
  • Knowledge

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Location: LEAP Menu > Accounting > Reports > Client Funds > Client Fund Requests - Unpaid

Purpose: Displays unpaid Online Payments Client Fund Requests, assisting in tracking outstanding requests and following up as needed. Use the Group By options to organise the data by matter or by bank account.

The Client Fund Requests - Unpaid Report helps identify which clients still need to pay further funds into the Client Fund. This report is particularly useful for law firms to manage and monitor unpaid client fund requests, ensuring that they can efficiently follow up on outstanding payments.

Filters:

Group By Group the report by:
  • None: No grouping is applied. 
  • Matter Number
  • Bank Account

Report Fields:

Matter No.The matter number.
Transaction No.Reference number of the Client Funds Request.
DateClient funds request transaction date.
Bank AccountLists either ALL or selected Client Funds Bank Accounts.
RecipientDetails of recipient of the client funds request.
ReasonThe client funds request's reason.
AmountThe client funds request's value.
Last Modified Date
3/06/2026 3:45 am
Title
Client Fund Requests - Unpaid Report
URL Name
Anticipated-Deposits-Unpaid-Report-IE

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Client Fund Requests - Unpaid Report