Setting Up Your Client Funds Administration Matter

12/09/2024
Knowledge

How To

The Client Funds Administration Matter is an administrative matter that can be used to calculate interest earned on funds deposited into your Client Accounts. For more information on calculating interest, click here.

Desktop

Set Up Your Client Funds Administration Matter

From the LEAP Matter List, click New Matter.

The New Matter window will open.
Select the Practice Management matter type from the list and then select Miscellaneous.

Click to edit heading

The Description of the matter will automatically be completed depending on what Matter Type you've selected. To update the description, untick the "Auto" checkbox.
Select the Country and click OK.
Enter a generic Matter No, e.g. 999999.

Click to edit heading

If you have auto file numbering enabled, it will need to be disabled before you can manually enter the number.
Click OK.
For the Client, create a new Organisation card for your firm if you haven't done so already.
Click Save & Close.

The Matter will open in a new window.
Click Save & Close.

The matter will be saved and appear on your LEAP Matter List.

Click to edit heading

After you've created your Client Funds Administration Matter, you must enter the matter number in the LEAP Application Settings.
See instructions in next section.

Application Settings - Client Funds Administration Matter Number

From the LEAP Matter List, click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click Matters > Client Funds Administration Matter Number.
Enter the Matter Number you created above.
Click Save.

Last Modified Date

12/09/2024 4:07 am

Title

Setting Up Your Client Funds Administration Matter

URL Name

Setting-Up-Your-Client-Funds-Administration-Matter-IE

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