Information

How To

Here's a comprehensive list of LEAP reports, categorized into four main groups: Matters & Clients, Trust, Operating Account, and Management.

For general instructions on how to utilize LEAP reports, please refer to this article.
For information on Staff permission settings for reports, please consult this article.

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The Time and Fees List Report now features enhanced functionality:

Users can now precisely refine results by specifying a particular Activity Code or filtering entries created by a specific staff member (Created by Staff).
The report provides the option to group results either by Created by Staff or by Activity Code (in addition to Staff).
To facilitate comprehensive insights, both Created by Staff and Activity Code are included as two new fields.

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In general, you can access LEAP reports by navigating to the LEAP Menu > Reports, with the following three exceptions:

Expense Recovery Listing Report: Located at LEAP Menu > Accounting > under Operating Accounting > Expense Recoveries > Search > .
Document Packets Report: Located at LEAP Menu > Home > under Documents > Document Packets > Search > .
Time and Fees List Report: Located at LEAP Menu > Accounting > under Operating Accounting > Time & Fees > Search > .

The three reports are all marked with an asterisk (*) below.

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Please note that the list closely follows the order of items in the Reports window.

Matters & Clients

Real Estate

Realtors Report	List of all realtors entered for matters including the email addresses of its staff.
Current Real Estate Matters	List of all active real estate matters including the property address.
Matters due for Closing	List of real estate matters with upcoming closing dates.

Client & Cards

Client Details	List of all clients including contact details filterable by matter category and type as well as staff responsible and staff acting.
Card Details	List of all cards including contact details filterable by card type, state, suburb and marketing consent.

Other Matters & Clients Reports

Completed Matters	List of all completed matters within a specified period based on the completion date entered in the matter details.
Matters by Last Activity	List of all matters that have had no listed activity - no information, documents or fee activities added/modified - since a definable date.
Matter List	List of all matters based on type and/or staff acting and/or responsible.

Matters Opened	List of all matters opened within a specified period based on type and/or staff acting and/or responsible and status.
Work Obtained by Referrer	List of fees recorded, invoiced and recovered for matters obtained through referral.
Safe Custody	List of all items in the safe custody register including the safe custody packet.
Retainer Agreement Received and Outstanding	List of all matters that have the retainer agreement required option ticked in the matter details.
Archived Matters	List of all archived matters including archived date, location, box number and date of destruction.

Matter Tasks	List of all tasks for matters including due dates based on the assigned staff member.
Critical Dates	List of all critical matter dates based on the critical dates listed in the Calendar & Tasks tab of the matter. The dates can be grouped by staff acting or responsible for the matter.
Appointments	Displays a list of appointments for the selected date range.
Client Overview	List of clients including their financial information and matter details.

Document Packets Report*	A printout of the results of the search screen for document packets.

Trust

Trust Account End of Month

General End Of Month	General Trust end of month reports.
Account End Of Month	Trust Account specific end of month reports.
View Previous Trust Accounts EOMs	Review historical end of month reports.

Separate Interest Bearing Accounts

Separate Interest Bearing Accounts Statement	Print statements for all separate interest bearing accounts with balances in a selected period.
Separate Interest Bearing Accounts Ledger	Print ledgers for multiple separate interest bearing accounts.
Separate Interest Bearing Accounts Listing of Accounts	List of all separate interest bearing accounts with current balance.
Separate Interest Bearing Accounts Control Account	List of all separate interest bearing accounts transactions with a definable period.

Other Trust Reports

Trust Audit Report	Audit report detailing all the trust activity.
Trust Accounts Bank Deposit Slip	Re-print past bank deposit slips.
Dormant Matters with Trust Account Balances	List of inactive matters with outstanding trust balances.
Retained Trust Funds	List of active retained trust funds by matter.
Online Payments Received - Trust	List of all receipts made to a trust ledger with payments from Online Payments.

Trust Bank Reconciliation	Re-print previous bank reconciliation reports.
Trust Accounts Payments Paid Cash Book	Lists all payments paid from the trust.
Trust Account Payments Received Cash Book	Lists all payments received to the trust.
Trust Accounts Journals	Lists all journal transfers of trust funds made between matters.
Trust Ledger	Trust ledger print out for multiple clients.
Trust Overdrawn	Matter to have had an overdrawn trust ledger within selected period.
Trust Fund Requests - Unpaid	Lists the status of Online Payments Trust Funds Request requisitions allowing you to keep track of requests and initiate further reminder activity where warranted.

Bank Account Register	List of trust payments paid, trust payments received and trust bank deposits.
Print Trust Payments Received	Print all payments received with selected date range.
Trust Statements	Print statements for all matters with balances within selected period.
Trust Trial Balance	List of trust balances by matter showing overall total trust funds held.
Trust Trial Balance by Client	List of trust balances by client showing overall total trust funds held.
Trust Uncleared Funds	Trust payments banked but not yet available as at a defined date.
Potential Trust to Receivables Transfer	List of all matters with outstanding balances and available trust money.

Operating Account

Accounts Receivable Report	Summary of debtor journals transferred to QuickBooks.
Aged Expenses Report	Provides a detailed breakdown of aged disbursements including Expense Recoveries, Payments, Anticipated Payments and Journals.
Aged WIP Report	List of aged work in progress (WIP) for all matters.
Aged WIP & Expenses Report	Provides a detailed breakdown of Aged WIP and Expenses including Time & Fees, Expense Recoveries, Anticipated Expenses, Expenses and Disbursement Journals.
Anticipated Expenses	List of all anticipated payments displaying invoiced and paid status.
Invoices Report	List of all fees and disbursements on invoices along with the adjustment and received payment total.
Matters Financial Summary with Aging	Summary of all balances on each matter with ageing information where available.
Expenses Report	A list of Expense Transactions created within the selected date range.

Matter Billing Guides	Matter billing guides for a selection of matters.
Matter Billing Summary	Provides an overview of the financial status of the matter/client before billing them to ensure that you'll capture all the billable balances.
Matter Balances	Total matter balances broken down by type.
Operating Account Payments Received Report	List of all payments made to operating account ledger within a specified period.
Online Payments - Operating Account	Lists all Online Payments operating account receipts.
Online Payments Reference Lookup	Look up Online Payments reference numbers and their corresponding invoice, statement, and matter number.
Operating Account Expense Report	List of all expenses made from the operating account ledger within a specified period.
Print Invoices	Print invoices within a date range.

Combined Matter Ledger with Balances	Combined matter ledger with balances for matter as at date.
Print Bank Deposit Slip	Re-print past bank deposit slips.
Print Payments Received	Print received payments within a date range.
Statement of Account Summary	Print statement of account for selected matters.
Statement of Account Receivable Ledger	Print statements for all transactions on the matter receivable ledger within a specified period.
General Ledger Movements	List of journals transferred to QuickBooks displaying the amounts entered for the general ledger codes.
Firm Exposure by Client	Summary of balances outstanding on each matter showing the total exposure to the firm for the matter.
Accrual Receivable GL Validation	Summary of receivable journals transferred to QuickBooks or Xero.

Expense Recovery Listing Report*	A printout of the results of the firm-wide search screen for expense recoveries.
Time and Fees List Report*	A printout of the results of the firm-wide search screen for Time & Fees.

Management

Staff Invoiced Funds	Compare the total amount invoiced to the total amount of fees invoiced by individual staff members for selected matters within a specified period.
Staff Receipted Funds	Compare the total amount invoiced to the total amount paid against the invoice by individual staff members for selected matters within a specified period.
Invoice Variance Report	Displays discrepancies between recorded professional fees and their billed amounts within a specified time frame.
Time & Fees Analysis	Yearly and monthly comparison for time entered, time & fees invoiced, time & fees received for selected staff members within a specified period.
Staff Time & Fees Activity Summary	List of time and fee entries made by individual staff members for a specified period based on task code.
Time & Fees Recorded by Staff	Daily total of billable and non-billable time and fees recorded by all staff members for a selected week. Track and compare monthly and year-to-date billable and non-billable amounts.
Daily Time & Fees by Staff	Daily total dollar amount of billable and non-billable time and fees recorded by all staff members for a selected week. Track and compare monthly and year-to-date billable and non-billable amounts.
Daily Time & Fees by Staff Responsible & Acting	Daily total dollar amount of billable and non-billable time and fees entered for a matter to the staff responsible or acting for the matter over a selected week. Track and compare monthly and year-to-date billable and non-billable amounts.

Fee Contributions & Recovery	Fee contributions and funds recovered for either the staff acting or responsible, detailed for a contributor and matter.
Billing Realization Summary	Percentile comparatives of fees entered compared to fees invoiced and receipted by staff.
Fee Contributions & Recovery by Matter Type	Fee contributions and funds recovered based on matter type and detailed for a matter and client.
Payment Allocation Report	Indicates fee and disbursement payment allocation in value as a percentile (fees) of the overall total represented on the report.
Completions - Chart	Graphical comparison of matters completed over a year period.
Matters Opened by Staff Responsible & Acting Chart	Graphical comparison of matters opened by staff responsible and acting based on selected matter types for a specified period.
Matters by Matter Status Chart	Graphical displays of the status of all matters based on selected matter types and the staff acting and/or responsible.
Matter by Matter Type Chart	Graphical display of active matters within a matter type based on the selected matter status.

Work Obtained Chart	Graphical display of the referral sources and the number of matters referred to the firm for a specified period based on matter type.
Fee Earner Overview	Performance overview of individual staff members based on fees, matters and clients. A budget comparison table displays for the selected staff member for their billing hours and billing amount.
Firm Overview	Your firm's performance overview based on primary indicators - matters, fees, trust funds held and ageing details.
Fee Earner Summary	Performance summary of fee earners based on fees entered, billed and collected versus budget. Hours billed versus budget, as well as debtors balance including ageing with monthly totals and financial year-to-date comparisons.
Practice Overview	An overview of the firms current balances.
Staff Details	List of all staff member profiles including their rates.
Staff Budgets	Comparison of actual fees entered against reported monthly budgets for selected staff members.

Available LEAP Reports

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Matters & Clients

Real Estate

Client & Cards

Other Matters & Clients Reports

Trust

Trust Account End of Month

Separate Interest Bearing Accounts

Other Trust Reports

Operating Account

Management