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list of payment report for one matter for court

Paula Davis (Customer) asked a question.

March 12, 2021 at 10:43 AM
list of payment report
for one matter for court

I need a report that states money received for one matter.

 

combined report does not work for the court, too confusing.

 

I need just a payment report.

 

  • 1 answer
  • 315 views

  • Sebastian Figg (LEAP Dev)

    Hi @Paula Davis (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    For specifically one matter have you checked the Combined Matter Ledger with Balances? Information about this report can be found here.

     

    Furthermore to view this report follow the steps below,

     

    1. Open LEAP Reports.
    2. Navigate to Operating Account > Combined Matter Ledger with Balances.
    3. Search for the matter, then check within the credit column on either the Operating or Trust section depending on which bank account the money was received into.

     

    If the suggestion above is not suitable try the "statement of account - receivables ledger" report, information about this report can be found here.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

  • Sebastian Figg (LEAP Dev)

    Hi @Paula Davis (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    For specifically one matter have you checked the Combined Matter Ledger with Balances? Information about this report can be found here.

     

    Furthermore to view this report follow the steps below,

     

    1. Open LEAP Reports.
    2. Navigate to Operating Account > Combined Matter Ledger with Balances.
    3. Search for the matter, then check within the credit column on either the Operating or Trust section depending on which bank account the money was received into.

     

    If the suggestion above is not suitable try the "statement of account - receivables ledger" report, information about this report can be found here.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

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list of payment report
for one matter for court