Application Settings - Additional Staff Permissions

07/08/2025
Knowledge

How To

You can edit additional staff permissions on LEAP Desktop. Permission settings control what access each staff member has to view, edit or perform certain functions in LEAP Desktop.

Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Click Firm > under Staff > Members > Access & Permissions > Edit Security Details.

Click to edit heading

These settings only impact LEAP Desktop.

Click to edit heading

Please be aware that report staff permissions settings may be shared across multiple reports.

For instance, access permissions for the Card Details report are linked to those of the Client Details report. This indicates that granting users access to view/generate the Client Details report will also grant them access to the Card Details report.

Office Transactions

Select/Deselect all	Selects or Deselects all of the options in this list.
Invoice - Create	Allows creation of new invoices.
Payment - New	Allows payment of invoices.
Invoice - Modify	Allows modification of invoices.
Invoice Delete/Reverse	Allows deletion or reversal of invoices.
Anticipated Payment - New/Edit	Allows creation and modification of new and existing Anticipated Payments.
Anticipated Payment - Pay	Allows payment of Anticipated Payments.
Invoice - Change final status	Allows changing the final status of the invoice.
View other staff member's time entries/activities	Allows viewing of other staff member's time entries and/or activities.
Delete time entries/cost recoveries	Allows deletion of staff member's time entries and/or cost recoveries. Note: The View other staff member's 'time entries/activities' option needs to be enabled in order for this option to work.
Nominal Ledger Link	Allows access to the Nominal Ledger Link.
Payment Limit:	Sets the Payment Limit for Office Transactions.

General Client Funds

Select/Deselect all	Selects or Deselects all of the options in this list.
Overdraw client funds	Allows overdrawing of client funds.
Overdraw cashbook	Allows overdrawing of cashbook funds.
Overdraw matter	Allows overdrawing of overall matter funds.
All other transactions	Allows creation/modification of all other transaction types excluding the options mentioned above.
Bank reconcilliation	Allows the user to perform Bank Reconciliations.
New/Reverse payment	Allows the user to create a new payment or reverse an existing one.
Payment Limit:	Sets the Payment Limit for General Client transactions.

Reports - Matter & Client

Select/Deselect all	Selects or Deselects all of the options in this list.
Client Details	Allows permission to view/generate: the Client Details report the Card Details report
Matters Due for Settlement	Allows permission to view/generate the Matters Due for Completion report.
Matter List	Allows permission to view/generate the Matter List report.
Completed Matters	Allows permission to view/generate the Closed Matters report.
Matters Due for Exchange	Allows permission to view/generate the Matters Due for Exchange report.
Exchanged Matters	Allows permission to view/generate the Exchanged Matters report.
Agents Report	Allows permission to view/generate the Estate Agents Report report.
Current Conveyancing Matters With Property Address	Allows permission to view/generate the Current Conveyancing Matters with Property Address report.
Matters Opened	Allows permission to view/generate the Matters Opened report.
Inactive Matters	Allows permission to view/generate the Matters By Last Activity report.
Work Obtained by Referrer	Allows permission to view/generate the Work Obtained by Referrer report.
Document Register	Allows permission to view/generate the Document Register report.
Cost Agreement Received and Outstanding	Allows permission to view/generate the Cost Agreement Received and Outstanding report.
Archived Matters	Allows permission to view/generate the Archived Matters report.
Matters Tasks	Allows permission to view/generate: the Matter Tasks report the Appointments report
Critical Dates	Allows permission to view/generate the Critical Dates report.
Client Overview	Allows permission to view/generate the Client Overview report.

Reports - Client Funds Reporting

Select/Deselect all	Selects or Deselects all of the options in this list.
Controlled Money Control Account	Allows permission to view/generate the Controlled Trust Accounts Listing of Accounts report.
Controlled Money Listing of Accounts	Allows permission to view/generate the Controlled Trust Accounts Listing of Accounts report.
Controlled Money Ledger	Allows permission to view/generate the Controlled Trust Accounts Ledger report.
Controlled Money Statement	Allows permission to view/generate the Controlled Trust Accounts Statement report.
View Previous Client Account End of Month	Allows permission to view/generate the Previous Client Account EOMs report.
Account End of Month	Allows permission to view/generate the Client Account End of Month report.
General End of Month	Allows permission to view/generate the General Client Account End of Month report.
RapidPay Receipts - Client Funds	Allows permission to view/generate: the RapidPay Receipts - Client Accounts report the Client Fund Requests – Unpaid report
Protected Client Funds	Allows permission to view/generate the Protected Client Accounts report.
Dormant Matters with Client Funds Balances	Allows permission to view/generate the Dormant Matters with Client Account Balances report.
Potential Client Funds To Office Transfer	Allows permission to view/generate the Potential Client Accounts To Office Transfer report.
Client Funds Trial Balance by Client	Allows permission to view/generate the Client Accounts Trial Balance by Client report.
Client Funds Bank Reconciliation Report	Allows permission to view/generate the Client Accounts Bank Reconciliation Report report.
Client Funds Audit Report	Allows permission to view/generate the Client Accounts Audit Report report.
Client Funds Bank Deposit Slip	Allows permission to view/generate the Client Accounts Bank Deposit Slip report.
Client Funds Account Receipts Cash Book	Allows permission to view/generate the Client Receipts Cash Book report.
Client Funds Journals	Allows permission to view/generate the Client Accounts Journals report.
Client Account Receipts	Allows permission to view/generate the Client Account Receipts report.
Client Funds Print Statements	Allows permission to view/generate the Client Account Statements report.
Client Funds Uncleared Funds	Allows permission to view/generate the Client Accounts Uncleared Funds report.
Client Funds Ledger	Allows permission to view/generate: the Client Accounts Ledger report the Bank Account Register report
Client Funds Account Payments Cash Book	Allows permission to view/generate the Client Payments Cash Book report.
Client Funds Overdrawn	Allows permission to view/generate the Client Accounts Overdrawn report.
Client Funds Trial Balance	Allows permission to view/generate the Client Accounts Trial Balance report.

Reports - Management Reporting

Select/Deselect all	Selects or Deselects all of the options in this list.
Staff Budgets	Allows permission to view/generate the Staff Budgets report.
Staff Details	Allows permission to view/generate the Staff Details report.
Fee Earner Summary	Allows permission to view/generate the Fee Earner Summary report.
Fee Contributions & Recovery by Matter Type	Allows permission to view/generate: the Fee Contributions & Recovery by Matter Type report the Billing Realisation Summary report the Receipt Allocation Report the Conveyancer Report
Fee Contributions & Recovery	Allows permission to view/generate the Fee Contributions & Recovery report.
Daily Time & Fees by Staff Responsible/Acting	Allows permission to view/generate the Daily Time & Fees by Staff Responsible & Acting report.
Daily Time & Fees by Staff	Allows permission to view/generate the Daily Time & Fees by Staff report.
Time & Fees Recorded by Staff	Allows permission to view/generate the Time & Fees Recorded by Staff report.
Staff Time & Fee Activity Summary	Allows permission to view/generate the Staff Time & Fees Activity Summary report.
Time & Fees Analysis	Allows permission to view/generate the Time & Fees Analysis report.
Exchanges and Settlements - Chart	Allows permission to view/generate the Exchanges and Completions - Chart report.
Matter Status - Chart	Allows permission to view/generate the Matters by Matter Status Chart report.
Matter Type - Chart	Allows permission to view/generate the Matters by Matter Type Chart report.
Matters Opened by Staff Responsible/Acting - Chart	Allows permission to view/generate the Matters Opened by Staff Responsible & Acting Chart report.
Work Obtained - Chart	Allows permission to view/generate the Work Obtained Chart report.
Staff Invoiced Funds	Allows permission to view/generate the Staff Invoiced Funds report.
Staff Receipted Funds	Allows permission to view/generate the Staff Receipted Funds report.
Fee Earner Overview	Allows permission to view/generate the Fee Earner Overview report.
Firm Overview	Allows permission to view/generate: the Firm Overview report the Practice Overview report
	NOTE: Access permissions for the following two reports are tied to the Invoices Report under the 'Reports - Office Reporting' tab: The Invoice Variance Report The Fee Earner Performance Module report

Reports - Office Reporting

Select/Deselect all	Selects or Deselects all of the options in this list.
Accrual Debtor GL Validation	Allows permission to view/generate the Accrual Debtor Xero Validation report.
Firm Exposure by Client	Allows permission to view/generate the Firm Exposure by Client report.
Nominal Ledger Movements	Allows permission to view/generate the Nominal Ledger Movements report.
Combined Matter Ledger with Balances	Allows permission to view/generate the Combined Matter Ledger with Balances report.
RapidPay Receipts - Office	Allows permission to view/generate: the RapidPay Receipts - Office report the RapidPay Reference Lookup report
Matter Balances	Allows permission to view/generate the Matter Balances report.
Pre-Billing Guides	Allows permission to view/generate: the Pre Billing Guides report the Pre-Billing Summary report
Aged Debtors Report	Allows permission to view/generate the Aged Debtors Report report.
Matters Financial Summary with Ageing	Allows permission to view/generate the Matters Financial Summary with Ageing report.
Aged Disbursements Report	Allows permission to view/generate: the Aged Disbursements Report the Disbursements Report
Aged WIP Report	Allows permission to view/generate the Aged WIP Report report.
Aged WIP & Disbursements Report	Allows permission to view/generate the Aged WIP & Disbursements Report report.
Anticipated Payments	Allows permission to view/generate the Anticipated Payments report.
Print Bank Deposit Slip	Allows permission to view/generate the Print Bank Deposit Slip report.
Print Invoices	Allows permission to view/generate the Print Invoices report.
Invoices Report	Allows permission to view/generate: the Invoices Report the Invoice Variance Report (Management) the Fee Earner Performance Module report (Management)
Office Payments Report	Allows permission to view/generate the Office Payments Report report.
Print Receipts	Allows permission to view/generate the Print Receipts report.
Office Receipts Report	Allows permission to view/generate the Office Receipts Report report.
Statements of Account - Summary	Allows permission to view/generate the Statements of Account report.
Statement of Account - Debtors Ledger	Allows permission to view/generate the Statement of Account Debtors Ledger report.

Reports Accessed in LEAP

Select/Deselect all	Selects or Deselects all of the options in this list.
Combined Matter Ledger	Allows permission to view/generate the Combined Matter Ledger report from a LEAP matter.
Office Receipt	Allows permission to view/generate the Office Receipt report from a LEAP matter.
Office Invoice	Allows permission to view/generate the Office Invoice report from a LEAP matter.
Statement of Account - Summary	Allows permission to view/generate the Statement of Account - Summary report from a LEAP matter.
Statement of Account - Debtors Ledger	Allows permission to view/generate the Statement of Account - Debtors Ledger report from a LEAP matter.
Office Bank Deposit Slip	Allows permission to view/generate the Office Bank Deposit Slip report from a LEAP matter.
Office Payment Details	Allows permission to view/generate the Office Payment Details report from a LEAP matter.
Pre Billing Guide	Allows permission to view/generate the Pre Billing Guide report from a LEAP matter.
Client Funds Receipt	Allows permission to view/generate the Client Funds Receipt report from a LEAP matter.
Client Funds Journal Transfer	Allows permission to view/generate the Client Funds Journal Transfer report from a LEAP matter.
Client Account Statement	Allows permission to view/generate the Client Account Statement report from a LEAP matter.
Client Account Ledger	Allows permission to view/generate the Client Account Ledger report from a LEAP matter.
Client Accounts Bank Deposit Slip	Allows permission to view/generate the Client Accounts Bank Deposit Slip report from a LEAP matter.
Client Funds Payment Details	Allows permission to view/generate the Client Funds Payment Details report from a LEAP matter.
Statement of Account - Card	Allows permission to view/generate the Statement of Account - Card report from a LEAP matter.

Client Side Securities - General

Select/Deselect all	Selects or Deselects all of the options in this list.
Matter - New	Allows creation of a new Matter and/or new Matter from recurring.
Edit - Matter Details - Such as file number and people	Allows modification of Matter Details and Staff assigned.
Edit Matter Details - Critical Dates	Allows modification of Critical Dates within a Matter.
Edit Matter Details - Cost Estimates	Allows modification of Cost Estimates within a Matter.
Matter - Change Debtor	Allows modification and updating of the Debtor within a Matter.
Matter - Change Matter Type & Description	Allows modification of Matter Type & Description.
Cards - Make major changes if linked to multiple matters	Allows modification of Cards linked across multiple matters. Card Type Staff Members (if Organisation) Salutation Given Names Surname Previous Names Gender Relationship Status
People - Make major changes if linked to multiple matters.	Allows modification of People linked across multiple matters. Salutation Given Names Surname Previous Names Gender Relationship Status
Administrator	Allows staff member to access Application Settings.
Precedents - Edit Precedents Created by Other Staff.	Allows modification of Precedents which have been created by other staff members.
Precedents - Accept Updates for Firm.	Allows the user to accept precedent updates on behalf of the firm. Note: If the precedent update is accepted by one user, it will be applied firm-wide.

Client Side Securities - Matter Tab

Select/Deselect all	Selects or Deselects all of the options in this list.
Show 'Time & Fees'	Displays the Time & Fees tab in a matter.
Show 'Office Accounting'	Displays the Office Accounting tab in a matter.
Show 'Client Funds'	Displays the Client Funds tab in a matter.
Show 'Financial Summary'	Displays the Financial Summary tab in a matter.

Client Side Securities - Main Menu

Select/Deselect all	Selects or Deselects all of the options in this list.
Show 'Invoice Mailing'	Enables the Invoice Mailing option in the LEAP Menu.
Show 'Overdue Invoices'	Enables the Overdue Invoices option in the LEAP Menu.
Show 'Apply Credit to Invoices'	Enables the Apply Credit to Invoices option in the LEAP Menu. Note: Staff Members can still apply credits to invoices within a matter.
Show 'Statement Mailing'	Enables the Statement Mailing option in the LEAP Menu.
Show 'New Bank Deposit'	Enables the New Bank Deposit option in the LEAP Menu.
Show 'Bank Account Register'	Enables the Bank Account Register option in the LEAP Menu.
Show 'Reconcile Account'	Enables the Reconcile Account option in the LEAP Menu.
Show 'Payment Requests'	Enables the Payment Requests option in the LEAP Menu.
Show 'Client to Office Transfer'	Enables the Client to Office Transfer option in the LEAP Menu.
Show 'Share Statement'	Enables the Share Statement option in the LEAP Menu.
Show 'Create Invoices'	Enables the Create Invoices option in the LEAP Menu.
Show 'Change Invoice Status'	Enables the Change Invoice Status option in the LEAP Menu.
Show 'Assign Invoices'	Enables the Assign Invoices option in the LEAP Menu.
Show 'Assigned To Me'	Enables the Assigned To Me option in the LEAP Menu.
Show 'Timesheet'	Enables the Timesheet option in the LEAP Menu.
Show 'Time & Fees'	Enables the Time & Fees option in the LEAP Menu.
Show 'Cost Recoveries'	Enables the Cost Recovery option in the LEAP Menu.
Show 'Reconcile Searches'	Enables the Reconcile Searches option in the LEAP Menu.
Show 'Nominal Ledger Link'	Enables the Nominal Ledger Link option in the LEAP Menu.
Show 'Special Fees'	Enables the Special Fees option in the LEAP Menu.
Show 'Print Cheques'	Enables the Print Cheques option in the LEAP Menu.
Show 'Search Transactions'	Enables the Search Transactions option in the LEAP Menu.
Show 'Interest Calculator'	Enables the Interest Calculator option in the LEAP Menu.
Show 'Share Invoices'	Enables the Share Invoices option in the LEAP Menu.

Last Modified Date

7/08/2025 5:27 am

Title

Application Settings - Additional Staff Permissions

URL Name

Application-Settings-Additional-Staff-Permissions-IE

Resolution