Donal Boyle (Customer) asked a question.
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Hi Donal, many thanks for your query. The most suitable reports would be Client Account Statements report, Client Receipts Cash Book and Fee Earner Overview Report. To access, see below:
1. LEAP Menu > Accounting > Reports and search ‘client account statements’ or select Reports Menu > Client Funds > Client Account Statements. Incl. “With Transactions” & “At Date [Today]” filters. See: Client Account Statements
2. LEAP Menu > Accounting > Reports and search ‘client receipts cash book’ or select Reports Menu > Client Funds > Client Receipts cash book. See Client Receipts Cash Book
3. LEAP Menu > Accounting > Reports and search ‘fee earner overview’ or select Reports Menu > Management > Fee Earner Overview. See: https://reports.leap.co.uk/managementMenu/officeFeeEarnerOverview
Our Client Success team will reach out shortly to assist you and address any further queries you may have Donal.