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CommunityI am missing loads of reports since the latest Leap update. One such report is a list of client matter balances. Have they moved or been removed?

I am missing loads of reports since the latest Leap update. One such report is a list of client matter balances. Have they moved or been removed?

Lynda Ivess (Customer) asked a question.

I am missing loads of reports since the latest Leap update. One such report is a list of client matter balances. Have they moved or been removed?

  • Isla Bennett (Customer)

    Hi Lynda, many thanks for your query. There has indeed been a recent update in which Accounting reports were relocated. The Matter Balances report can now be accessed as follows: LEAP Menu > Accounting > Reports and search ‘matter balances’ or select Reports Menu > Office > Matter Balances https://reports.leap.co.uk/officeMenu/officeMatterFinancialSummaryTotals

    Our Client Success team will reach out shortly to assist you and address any further queries you may have Lynda.

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I am missing loads of reports since the latest Leap update. One such report is a list of client matter balances. Have they moved or been removed?