Julie DeLuca (Customer) asked a question.
Can I change my check input default to include a "memo" section?
- Devang Shah (LEAP)
Hi @Julie DeLuca (Customer) ,
Thank you for your question.
There is a Memo field available in LEAP for any trust check, and when information is typed in the field, it will print when the check is printed. To locate the field, please go to the Trust Funds section on any Matter, and then click the Make Payment button. A new window will display to enter the check details and in the center of the window, there is a field to enter the Payment Type. When you choose any of the Check types (such as Trust Check), you may then click the ellipses (three dots) that is to the immediate right of the Payment Type field. This will open the Memo field, where you may type in the memo details.
We hope you find this helpful. If you have any other questions, please do not hesitate to reach the Helpdesk by clicking the orange Support button in the lower right-hand corner of any window in the LEAP Community.
Kind regards,
Devang
Expand Post
Hi @Julie DeLuca (Customer) ,
Thank you for your question.
There is a Memo field available in LEAP for any trust check, and when information is typed in the field, it will print when the check is printed. To locate the field, please go to the Trust Funds section on any Matter, and then click the Make Payment button. A new window will display to enter the check details and in the center of the window, there is a field to enter the Payment Type. When you choose any of the Check types (such as Trust Check), you may then click the ellipses (three dots) that is to the immediate right of the Payment Type field. This will open the Memo field, where you may type in the memo details.
We hope you find this helpful. If you have any other questions, please do not hesitate to reach the Helpdesk by clicking the orange Support button in the lower right-hand corner of any window in the LEAP Community.
Kind regards,
Devang