Your Trust Opening Balances will display as a one-line entry on the ledger, dated as of the transition date and with a description of ‘Opening Balance’.

Your Accounts Receivable Balances will display as a one-line entry on the ledger, dated as of the transition date and with a description of ‘Invoice created by Conversion Import on the mm/dd/yyyy (date of the transition)’. It can be adjusted or written off.

Double-clicking on this entry shows a breakdown of outstanding Fees (Costs) and Disbursements brought forward. It is therefore vital to provide this information at the point of data collection.

Your Operating Account Credit/Retainer Opening Balances will display as a one-line entry on the ledger, dated as of the transition date and with a description of 'Retainers Opening Balance'.

You can apply the credit to an invoice or refund your client from the “Retainer & Credits” screen.

Your Unbilled Disbursement/Expenses Opening Balances will display as a one-line entry on the ledger under the “Expenses Paid” section, dated as of the transition date and with a description of ‘Opening Balance’. You can invoice or reverse the entry from here.

Your Expense Recoveries Opening Balances will display as a one-line entry on the ledger, dated as of the transition date and with a description of 'Opening Balance'. You can invoice or amend it from here.

Your Unbilled Time (WIP) Opening Balance will display as a one-line entry on the ledger, dated as of the transition date and with a description of ‘Opening Balance’. You can invoice or amend the entry from here. If there is an unbilled time balance it, will be shown as a one-line ‘Opening WIP Balance’ entry.

If there is a trust account balance, it will be shown as a one-line ‘Opening Balance’ entry on the ledger.

Your outstanding Accounts Receivable will appear as individual entries per outstanding invoice (where applicable), dated as per the transaction date in your database, and with a description of ‘Invoice created by Conversion Import on the (date of the transition)’. It can be adjusted or written off.

Imported historical transactions, if applicable, will appear as read-only and cannot be edited. If you need to make corrections to a historical entry, you can do so by adding a new entry in LEAP.

Unbilled Disbursements/Expenses will appear under ”Expenses Paid” in LEAP. These entries can be invoiced or reversed.

These entries can be amended, billed, deleted or made not billable.

LEAP does NOT import or set up your customized templates. You can add these to LEAP once live.