Connie L. Perkins (Customer) asked a question.
how do I void a client related check in leap?
- Devang Shah (LEAP)
Hi @Connie L. Perkins (Customer),
Thank you for posting on LEAP Community Discussions.
If you are referring to voiding a check that your office wrote to a third-party on the client's behalf (i.e. court filing fee), then please locate the expense in the Matter's Operating Accounting tab, and right-click on it to find the 'Write Off' option. For detailed instructions, please see "Write Off an Operating Account Expense Paid" at https://community.leap.us/s/article/Create-office-payment.
If you are referring to voiding a check that the client gave you in payment of your firm's invoice, then please locate the payment in the Matter's Operating Accounting tab, and open from the ellipses (three dots) in the top right of the window, and choose Reverse. For detailed instructions, please see "Reverse and Operating Account Payment Received" at https://community.leap.us/s/article/Create-an-office-receipt
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.
We hope you find this helpful.
Kind regards,
Devang
Expand Post
Hi @Connie L. Perkins (Customer),
Thank you for posting on LEAP Community Discussions.
If you are referring to voiding a check that your office wrote to a third-party on the client's behalf (i.e. court filing fee), then please locate the expense in the Matter's Operating Accounting tab, and right-click on it to find the 'Write Off' option. For detailed instructions, please see "Write Off an Operating Account Expense Paid" at https://community.leap.us/s/article/Create-office-payment.
If you are referring to voiding a check that the client gave you in payment of your firm's invoice, then please locate the payment in the Matter's Operating Accounting tab, and open from the ellipses (three dots) in the top right of the window, and choose Reverse. For detailed instructions, please see "Reverse and Operating Account Payment Received" at https://community.leap.us/s/article/Create-an-office-receipt
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.
We hope you find this helpful.
Kind regards,
Devang