Includes three filters that work together to refine matters, displaying only those relevant to the selected staff members in their specified capacity.

• Include Inactive Staff: Provides an option to either include or exclude Inactive Staff Members from the lists of Staff Responsible and Staff Acting. The default option is No.

NOTE:

• • A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members).
  • The below four staff lists dynamically update based on the 'Include Inactive Staff' option setting.
• Staff Responsible: Filters results to include only matters where the selected staff member(s) are assigned as the Person Responsible. All staff members are included by default.
• Staff Acting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Acting. All staff members are included by default.

• Draft Invoices:
  • Yes: Include draft invoices when calculating Receivables amount.
  • No: Exclude draft invoices when calculating Receivables amount. 
• Tax:
  • Yes: Displays the amounts inclusive of tax.
  • No: Displays the amounts exclusive of tax. 

• None
• Client
• Staff Acting
• Staff Responsible

Displays the firm’s total balances as of the specified date, which may include: 

• Anticipated Expenses
• Expense Recoveries
• Expenses
• Journals
• Receivables
• Retainers/Credits
• Trust
• WIP

Indicates the type of financial balance, which is one of the following:

• Anticipated Expenses
• Expense Recoveries
• Expenses
• Journals
• Receivables
• Retainers/Credits
• Trust
• WIP

Lists the receivables’ value based on their aging period (e.g., Current, >30 Days, >60 Days, or >90 Days). 

NOTE:

• The Aging Period refer to the number of days the invoice has remained unpaid or the number of days the WIP item has remained unbilled, since their transaction date up to the At Date. The Aging Period will be updated based on your input for the At Date.
• Aging Periods catetories can be customized via: LEAP Menu > Settings > Application Settings > Accounting > Reports.