Specify the reporting period, providing insights and metrics relevant to that period.

• Staff Responsible
• Staff Acting
• Credit

The relevant sections are: 

• Top 10 Exposure
• Fee Earner Summary
• Top 10 Client Accounts to Office Transfer Availability
• Top 10 Controlled Money 

Selects the section(s) included in the report:

• Select all: To include all sections below. 
• Overview
• Matters by Matter Type
• Top 10 Clients
• Top 10 Exposure
• Fees Current Financial Year vs Last Financial Year
• Fees Performance Summary FYTD
• Fee Earner Summary
• Top 10 Client Accounts to Office Transfer Availability 
• Ageing Summary
• Top 10 Controlled Money 

Filters results based on 'Reporting Group'.

NOTE: For instructions on how to create and assign a Reporting Group, please refer to this article (under the 'Reporting Groups' tab). 

• The Current Matters refer to ongoing or active matters, which have not been archived or completed (i.e., not with the status of 'Archived' or 'Completed').  
• Whether a matter is counted is determined by its status as of the 'End Date'. For instance, if a matter was completed today, it will still be counted towards Current Matters if the 'End Date' is set to any prior day.

NOTE: 

The 'Total Exposure', 'Client Funds Balance (Inc uncleared)' and 'Controlled Trust Accounts Bal.' fields consider matters of all statuses, including 'Completed' and 'Archived' matters. 

An overview of current matters by type, highlighting how many were opened, closed, or marked as 'Not Proceeding' during a specified period.

NOTE: Critical dates are set under the 'Calendar & Tasks' tab of a matter. 

Number of Current Matters as of 'End Date' within the matter type.

NOTE:

• The Current Matters refer to active or ongoing matters which have not been archived or completed (i.e., not with the status of 'Archived' or 'Completed').  
• Whether a matter is counted is determined by its status as of the 'End Date'. For instance, if a matter was completed today, it will still be counted towards Current Matters if the 'End Date' is set to any prior day.

Total of professional fees billed within the selected period, based on the Transaction Date of a fee entry. 

NOTE: 

• This field excludes draft invoices and captures only professional fees from finalised invoices dated within the specified period.
• It reflects the original amount of the professional fees, not the billed amount, in cases of variance. The amount is exclusive of adjustments or tax. 
• If a featured invoice is later reversed, the reversal is included only if the reversal date falls within the specified period.

Provides the top 10 matters with the highest amount of Exposure as at 'End Date' established by:

• Professional Fees 
• Disbursements (including Office Payment, Anticipated Payment, Cost Recovery and Disbursement Journal)
• Debtors

• Staff Responsible
• Staff Acting
• Credit

Compares fees billed and fees collected for the selected financial year (up to the specified 'End Date') with the previous financial year.

Lists each month of a financial year, allowing for a year-by-year comparison of monthly data.

NOTE:

• The Current Financial Year is the year in which the 'End Date' falls.
• The inclusion of months is determined by your firm's 'Financial Year Start Date' setting under LEAP Menu > Settings > Application Settings > Accounting > General. 

Compares fees billed for the selected financial year (up to the specified 'End Date') with the previous financial year.

• Fees Billed: The total amount of fees that were billed during the month of the current Financial year.
• Last Year: The total amount of fees that were billed during the corresponding month of the last financial year.
• Variance: 'Fees Billed' less 'Last Year'.

NOTE: The amounts only capture invoices dated within the relevant month, based on the Transaction Date of an invoice, and are exclusive of adjustments and tax. 

Compares fees collected for the selected financial year (up to the specified 'End Date') with the previous financial year.

• Fees Collected: The total amount of fees that were collected during the month of the current Financial year.
• Last Year: The total amount of fees that were collected during the corresponding month of the last financial year.
• Variance: 'Fees Collected' less 'Last Year'. 

NOTE: The amounts only capture receipts dated within the relevant month, based on the Transaction Date of a receipt. 

Provides a fee performance monthly summary for the financial year to date, covering fees recorded, billed and collected by all staff. 

• Chargeable: Chargeable professional fees recorded, including fees with any of the following status: Billable - Next Invoice, Billable - Later Invoice or Billed, as of the 'End Date' (excluding items with a current status of 'Not Billable'). 
• Billable Hours: The total number of hours recorded that are considered billable, including both those that are yet to be billed and those that have already been billed as of the 'End Date'. It considers Time/Activity entries with any of the following status as of the 'End Date': Billable - Next Invoice, Billable - Later Invoice or Billed.

• Billable Fees (Outstanding at [End Date]): The total amount of professional fees that have been recorded but have not yet been billed 
• as of the 'End Date'.
• Written Off: The amount of professional fees that have been recorded but later written off. It captures items with a status of 'Not Billable'. 

NOTE: 

• 'Fee Recorded' metrics capture only professional fees that are dated within the specified period, based on the Transaction Date of a fee entry. Amounts exclude adjustments and tax. 
• 'Chargeable', 'Billable Hours', and 'Billable Fees' reflect fee entries based on their status as of the 'End Date', whereas 'Write Off' is determined by the current status of a fee entry. This means 'Write Off' will include an entry currently marked as 'Not Billable', regardless of its status on the 'End Date'. 

• Draft: Professional fees on draft invoices created for the month.
• Billed (Less Adj): Professional fees on finalised invoices, exclusive of any adjustments. 
• Adj.: Invoice adjustments made against invoiced professional fees for the month.

NOTE: The 'Billings' metrics capture only fees on invoices dated within the specified period, based on the Transaction Date of an invoice. The amounts are exclusive of tax. 

• Collected: Professional fees receipted within the selected date range.

NOTE: The 'Collected' metric captures only fees paid within the specified period, based on the Transaction Date of a receipt.

Provides a fee earner summary for the chosen 'Staff Type' for the specified period, only considering fee entries where the direct contributor (i.e. the name assigned to the entry) matches the selected 'Staff Type' person of the matter.

• For example, if the 'Staff Type' is set to Staff Responsible, the section will only capture fee entries where its direct contributor is the same as the Personal Responsible on the matter. 

Chargeable fees recorded during the specified period, exclusive of tax. 

NOTE:

• This field captures fee items with any the following status as of the specified 'End Date': Billable - Next Invoice, Billable - Later Invoice or Billed.
• However, it excludes items with a current status of 'Not Billable'. 

Fees receipted within the selected period. 

NOTE: This field captures only receipt allocations to fees within the specified period, based on the Transaction Date of a receipt. The amount is exclusive of adjustments and tax. 

The amount of professional fees that have been recorded but later written off.

NOTE: It captures items with a status of 'Not Billable', and the amount is exclusive of tax. 

NOTE:

Chargeable', 'Fees Billed' and 'Fees Collected' reflect fee entries based on their status as of the 'End Date', whereas 'Fees Write Off' is determined by the current status of a fee entry.

• This means 'Fees Write Off' will include an entry currently marked as 'Not Billable', regardless of its status on the 'End Date'.

• Staff Responsible
• Staff Acting
• Credit

Summarises the total balances of unbilled fees, disbursements, and outstanding invoices as of the specified 'End Date', with a breakdown by their respective ageing periods.

NOTE: 

• Ageing Period catetories can be customised via: LEAP Menu > Settings > Application Settings > Accounting > Reports. 
• All amounts are inclusive of tax. 

Total aged WIP (unbilled professional fees) balance as of the specified 'End Date'.

NOTE:

• When calculating the Aged amount, it consider fee items with the status of 'Billable - Next Invoice' or 'Billable - Later Invoice' (i.e., WIP on hold) as at the specified 'End Date', excluding any item with a current status of 'Not Billable'. 
• Draft invoices are excluded in this ageing calculation.

Total aged debtors balance on all mater as of the specified 'End Date'.

NOTE:

• The amount is calculated as the total outstanding value of invoices on all matters, minus their total Credits balance, as of the specified 'End Date'.
• Draft invoices are included in this ageing calculation.

Total unbilled disbursement value on all matters as at the specified 'End Date'. 

NOTE: 

• Disbursements include Office Payments, Anticipated Payments, Cost Recoveries and Disbursement Journals.
• When calculating the Aged amount, it consider disbursement items with the status of 'Billable - Next Invoice' or 'Billable - Later Invoice' as at the specified 'End Date', excluding any item with a current status of 'Not Billable'. 
• Draft invoices are excluded in this ageing calculation.

• Staff Responsible
• Staff Acting
• Credit