Application Settings - Activity Codes

09/04/2026
Knowledge

How To

Every firm will have a few default activity codes when LEAP is initially installed. You'll be able to add, edit or delete activity codes if and when required.

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click User-added image > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Time & Fees

To add a new type of Time recording Activity Code or Fee type Activity Code in LEAP, follow these steps:

Click Accounting > under Activity Codes > Time & Fees.

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You may need to scroll down to locate Activity Codes within the Accounting section.
Click New Activity Code to add a new code or click on an existing code to edit it.
Complete the details as required.
1. Select whether the activity code is a Time or a Fee.
2. Enter the Activity Code.
3. The Billing Description that you enter here will appear on invoices to clients. This can be edited in the time entry if needed.
4. Untick Group On Invoice if you don't want the activity to be grouped together as one entry.
5. Select whether to exclude or include tax.
6. Each activity code can default to a staff member's rate. If there is no specific rate type for the activity code, select None.
7. Select the appropriate Tax Code.
8. Select the appropriate Billing Mode.
Click Save.

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You can also:

Sort the activity codes in ascending or descending order by clicking on a column heading and using the up or down arrows.
Change an activity code, click on an entry from the table. Edit the details as required and click Save when you're finished.
Delete an activity code, select an entry from the table and click Delete. Confirm the deletion by clicking OK.
To restore a deleted activity code, click the cogwheel icon and select Show Deleted. Deleted activity codes will appear highlighted in red. Open the deleted activity code you want to restore, then click Undelete.

Expense Recovery

Click Accounting > under Activity Codes > Expense Recovery.

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You may need to scroll down to locate Activity Codes within the Accounting section.
Click New Expense Recovery Code to add a new code or click on an existing code to edit it.
Complete the details as required.
1. Enter the Recovery Code for the expense recovery item. For example, Pho for Photocopies or Sun for Sundries.
2. The Billing Description that you enter here will appear on invoices to clients.
3. Untick Group On Invoice if you don't want the activity to be grouped together as one entry. When this option is enabled, all related entries are combined into one line item, and individual dates will not be shown on the invoice.
4. Select whether to exclude or include tax.
5. Enter the expense of the activity in the Amount/Each field. If there are no recurring expenses, leave this field blank. The entered amount will serve as the default amount for the expense recovery item.
6. Select the appropriate Tax Code.
Click Save.

Click to edit heading

You can also:

Sort the activity codes in ascending or descending order by clicking on a column heading and using the up or down arrows.
Change an activity code, click on an entry from the table. Edit the details as required and click Save when you're finished.
Delete an activity code, select an entry from the table and click Delete. Confirm the deletion by clicking OK.
To restore a deleted activity code, click the cogwheel icon and select Show Deleted. Deleted activity codes will appear highlighted in red. Open the deleted activity code you want to restore, then click Undelete.

Last Modified Date

9/04/2026 3:57 am

Title

Application Settings - Activity Codes

URL Name

Application-Settings-Activity-Codes-CA

Resolution