Application Settings - Additional Staff Permissions

07/08/2025
Knowledge

How To

You can edit additional staff permissions on LEAP Desktop. Permission settings control what access each staff member has to view, edit or perform certain functions in LEAP Desktop.

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

The LEAP Application Settings will open in a new window.

Click Firm > under Staff > Members > Access & Permissions > Edit Security Details.

Click to edit heading

These settings only impact LEAP Desktop.

Click to edit heading

Please be aware that report staff permissions settings may be shared across multiple reports.

For instance, access permissions for the Card Details report are linked to those of the Client Details report. This indicates that granting users access to view/generate the Client Details report will also grant them access to the Card Details report.

General Account Transactions

Select/Deselect all	Selects or Deselects all of the options in this list.
Invoice - Create	Allows creation of new invoices.
Payment - New	Allows payment of invoices.
Invoice - Modify	Allows modification of invoices.
Invoice Delete/Reverse	Allows deletion or reversal of invoices.
Anticipated Expense - New/Edit	Allows creation and modification of new and existing Anticipated Expenses.
Anticipated Expense - Pay	Allows payment of Anticipated Expenses.
Invoice - Change final status	Allows changing the final status of the invoice.
View other staff member's time entries/activities	Allows viewing of other staff member's time entries and/or activities.
Delete time entries/expense recoveries	Allows deletion of staff member's time entries and/or expense recoveries. Note: The 'View other staff member's time entries/activities' option needs to be enabled in order for this option to work.
General Ledger Link	Allows access to the General Ledger Link.
Payment Limit:	Sets the Payment Limit for General Account Transactions.

General Trust

Select/Deselect all	Selects or Deselects all of the options in this list.
Overdraw trust funds	Allows overdrawing of trust funds.
Overdraw cashbook	Allows overdrawing of cashbook funds.
Overdraw matter	Allows overdrawing of overall matter funds.
All other transactions	Allows creation/modification of all other transaction types excluding the options mentioned above.
Bank reconcilliation	Allows the user to perform Bank Reconciliations.
New/Reverse payment	Allows the user to create a new payment or reverse an existing one.
Payment Limit:	Sets the Payment Limit for General Trust transactions.

Reports - Matter & Client

Select/Deselect all	Selects or Deselects all of the options in this list.
Client Details	Allows permission to view/generate: the Client Details report the Card Details report
Matters Due for Settlement	Allows permission to view/generate the Matters Due for Closing report.
Matter List	Allows permission to view/generate the Matter List report.
Completed Matters	Allows permission to view/generate the Completed Matters report.
Agents Report	Allows permission to view/generate the Realtors Report.
Current Conveyancing Matters With Property Address	Allows permission to view/generate the Current Real Estate Matters report.
Matters Opened	Allows permission to view/generate the Matters Opened report.
Inactive Matters	Allows permission to view/generate the Matters by Last Activity report.
Work Obtained by Referrer	Allows permission to view/generate the Work Obtained by Referrer report.
Document Register	Allows permission to view/generate the Safe Custody report.
Cost Agreement Received and Outstanding	Allows permission to view/generate the Retainer Agreement Received and Outstanding report.
Archived Matters	Allows permission to view/generate the Archived Matters report.
Matters Tasks	Allows permission to view/generate: the Matter Tasks report the Appointments report
Critical Dates	Allows permission to view/generate the Critical Dates report.
Client Overview	Allows permission to view/generate the Client Overview report.

Reports - Trust Reporting

Select/Deselect all	Selects or Deselects all of the options in this list.
Power Money Listing of Accounts	Allows permission to view/generate the Estate & Power of Attorney Listing of Accounts report.
Power Money Ledger	Allows permission to view/generate the Estate & Power of Attorney Ledger report.
Controlled Money Control Account	Allows permission to view/generate the Separate Interest Bearing Accounts Control Account report.
Controlled Money Listing of Accounts	Allows permission to view/generate the Separate Interest Bearing Accounts Listing of Accounts report.
Controlled Money Ledger	Allows permission to view/generate the Separate Interest Bearing Accounts Ledger report.
Controlled Money Statement	Allows permission to view/generate the Separate Interest Bearing Accounts Statement report.
Previous Trust End of Month	Allows permission to view/generate Previous Trust End of Month Reports.
Account End of Month	Allows permission to view/generate the Trust Account specific end of month reports.
General End of Month	Allows permission to view/generate the General Trust end of month reports.
RapidPay Receipts - Trust	Allows permission to view/generate: the Online Payments Received - Trust report the Trust Fund Requests - Unpaid report
Protected Trust Funds	Allows permission to view/generate the Retained Trust Accounts report.
Dormant Matters with Trust Balances	Allows permission to view/generate the Dormant Matters with Trust Account Balances report.
Potential Trust to Office Transfer	Allows permission to view/generate the Potential Trust to Receivables Transfer report.
Trust Trial Balance by Client	Allows permission to view/generate the Trust Trial Balance by Client report.
Trust Bank Reconciliation Report	Allows permission to view/generate the Trust Bank Reconciliation Report report.
Trust Audit Report	Allows permission to view/generate the Trust Audit Report.
Trust Accounts Bank Deposit Slip	Allows permission to view/generate the Trust Accounts Bank Deposit Slip report.
Trust Accounts Receipts Cash Book	Allows permission to view/generate the Trust Accounts Payments Received Cash Book report.
Trust Journals	Allows permission to view/generate the Trust Accounts Journals report.
Trust Print Receipts	Allows permission to view/generate the Print Trust Payments Received report.
Trust Print Statements	Allows permission to view/generate the Trust Statements report.
Trust Uncleared Funds	Allows permission to view/generate the Trust Uncleared Funds report.
Trust Ledger	Allows permission to view/generate: the Trust Ledger report the Bank Account Register report
Trust Account Payments Cash Book	Allows permission to view/generate the Trust Accounts Payments Paid Cash Book report.
Trust Overdrawn	Allows permission to view/generate the Trust Overdrawn report.
Trust Trial Balance	Allows permission to view/generate the Trust Trial Balance report.

Reports - Management Reporting

Select/Deselect all	Selects or Deselects all of the options in this list.
Staff Budgets	Allows permission to view/generate the Staff Budgets report.
Staff Details	Allows permission to view/generate the Staff Details report.
Fee Earner Summary	Allows permission to view/generate the Fee Earner Summary report.
Fee Contributions & Recovery by Matter Type	Allows permission to view/generate: the Fee Contributions & Recovery by Matter Type report the Billing Realization Summary report the Payment Allocation Report
Fee Contributions & Recovery	Allows permission to view/generate the Fee Contributions & Recovery report.
Daily Time & Fees by Staff Responsible/Acting	Allows permission to view/generate the Daily Time & Fees by Staff Responsible & Acting report.
Daily Time & Fees by Staff	Allows permission to view/generate the Daily Time & Fees by Staff report.
Time & Fees Recorded by Staff	Allows permission to view/generate the Time & Fees Recorded by Staff report.
Staff Time & Fee Activity Summary	Allows permission to view/generate the Staff Time & Fees Activity Summary report.
Time & Fees Analysis	Allows permission to view/generate the Time & Fees Analysis report.
Exchanges and Settlements - Chart	Allows permission to view/generate the Completions - Chart report.
Matter Status - Chart	Allows permission to view/generate the Matters by Matter Status Chart report.
Matter Type - Chart	Allows permission to view/generate the Matters by Matter Type Chart report.
Matters Opened by Staff Responsible/Acting - Chart	Allows permission to view/generate the Matters Opened by Staff Resp & Acting Chart report.
Work Obtained - Chart	Allows permission to view/generate the Work Obtained Chart report.
Staff Invoiced Funds	Allows permission to view/generate the Staff Invoiced Funds report.
Staff Receipted Funds	Allows permission to view/generate the Staff Receipted Funds report.
Billing Journals	Allows permission to view/generate the Billing Journals report.
Fee Earner Overview	Allows permission to view/generate the Fee Earner Overview report.
Practice Overview	Allows permission to view/generate: the Firm Overview report the Practice Overview report
	NOTE: Access permissions for the following two reports are tied to the Invoices Report under the 'Reports - Office Reporting' tab: The Invoice Variance Report The Fee Earner Performance Module report

Reports - General Account Reporting

Select/Deselect all	Selects or Deselects all of the options in this list.
Accrual Debtor GL Validation	Allows permission to view/generate the Accrual Receivable GL Validation report.
Firm Exposure by Client	Allows permission to view/generate the Firm Exposure by Client report.
General Ledger Movements	Allows permission to view/generate the General Ledger Movements report.
Combined Matter Ledger with Balances	Allows permission to view/generate the Combined Matter Ledger with Balances report.
RapidPay Receipts - Office	Allows permission to view/generate: the Online Payments - General Account report the Online Payments Reference Lookup report
Matter Balances	Allows permission to view/generate the Matter Balances report.
Pre-Billing Guides	Allows permission to view/generate: the Matter Billing Guides report the Matter Billing Summary report
Aged Debtors Report	Allows permission to view/generate the Accounts Receivable Report.
Account Receivable & WIP by Staff	Allows permission to view/generate the Account Receivable & WIP by Staff report.
Matters Financial Summary with Ageing	Allows permission to view/generate the Matters Financial Summary with Ageing report.
Aged Disbursements Report	Allows permission to view/generate: the Aged Disbursements Report the Disbursements Report
Aged WIP Report	Allows permission to view/generate the Aged WIP Report.
Aged WIP & Disbursements Report	Allows permission to view/generate the Aged WIP & Expenses Report.
Anticipated Payments	Allows permission to view/generate the Anticipated Expenses report.
Print Bank Deposit Slip	Allows permission to view/generate the Print Bank Deposit Slip report.
Print Invoices	Allows permission to view/generate the Print Invoices report.
Invoices Report	Allows permission to view/generate: the Invoices Report the Invoice Variance Report (Management) the Fee Earner Performance Module report (Management)
Office Payments Report	Allows permission to view/generate the General Account Expenses Report.
Print Receipts	Allows permission to view/generate the Print Payments Received report.
Office Receipts Report	Allows permission to view/generate the General Account Payments Received Report.
Statement of Account - Summary	Allows permission to view/generate the Statement of Account report.
Statement of Account - Debtors Ledger	Allows permission to view/generate the Statement of Account Receivables Ledger report.

Reports Accessed in LEAP

Select/Deselect all	Selects or Deselects all of the options in this list.
Combined Matter Ledger	Allows permission to view/generate the Combined Matter Ledger report from a LEAP matter.
Office Receipt	Allows permission to view/generate the General Account Payment Received report from a LEAP matter.
Office Invoice	Allows permission to view/generate the General Account Invoice report from a LEAP matter.
Statement of Account	Allows permission to view/generate the Statement of Account report from a LEAP matter.
Statement of Account Debtor's Ledger	Allows permission to view/generate the Statement of Account - Receivable Ledger report from a LEAP matter.
Office Bank Deposit Slip	Allows permission to view/generate the General Account Bank Deposit Slip report from a LEAP matter.
Office Payment Details	Allows permission to view/generate the General Account Expense Details report from a LEAP matter.
Pre-billing Guide	Allows permission to view/generate the Matter Billing Guide report from a LEAP matter.
Trust Receipt	Allows permission to view/generate the Trust Payment Received report from a LEAP matter.
Trust Journal Transfer	Allows permission to view/generate the Trust Journal Transfer report from a LEAP matter.
Trust Statement	Allows permission to view/generate the Trust Statement report from a LEAP matter.
Trust Ledger	Allows permission to view/generate the Trust Ledger report from a LEAP matter.
Trust Bank Deposit	Allows permission to view/generate the Trust Bank Deposit report from a LEAP matter.
Trust Payment Details	Allows permission to view/generate the Trust Payment Paid Details report from a LEAP matter.
Statement of Account - Card	Allows permission to view/generate the Statement of Account - Card report from a LEAP matter.

Client Side Securities - General

Select/Deselect all	Selects or Deselects all of the options in this list.
Matter - New	Allows creation of a new Matter.
Edit - Matter Details - Such as file number and people	Allows modification of Matter Details such as file number and people.
Edit Matter Details - Critical Dates	Allows modification of Critical Dates within a Matter.
Edit Matter Details - Cost Estimates	Allows modification of Cost Estimates within a Matter.
Matter - Change Debtor	Allows modification and updating of the Debtor within a Matter.
Matter - Change Matter Type & Description	Allows modification of Matter Type & Description.
Cards - Make major changes if linked to multiple matters	Allows modification of Cards linked across multiple matters including: Card Type Staff Members (if Organization) Salutation Given Names Surname Previous Names Gender Relationship Status
People - Make major changes if linked to multiple matters	Allows modification of People linked across multiple matters including: Salutation Given Names Surname Previous Names Gender Relationship Status
Administrator	Allows staff member to access Application Settings.
Precedents - Edit Precedents Created by Other Staff	Allows modification of precedents which have been created by other staff members.
Precedents - Accept Updates for Firm	Allows the user to accept precedent updates on behalf of the firm. Note: If the precedent update is accepted by one user, it will be applied firm-wide.

Client Side Securities - Matter Tab

Select/Deselect all	Selects or Deselects all of the options in this list.
Show 'Time & Fees'	Displays the Time & Fees tab in a matter.
Show 'General Accounting'	Displays the General Accounting tab in a matter.
Show 'Trust Funds'	Displays the Trust Funds tab in a matter.
Show 'Financial Summary'	Displays the Financial Summary tab in a matter.

Client Side Securities - Main Menu

Select/Deselect all	Selects or Deselects all of the options in this list.
Show 'Invoice Mailing'	Enables the Invoice Mailing option in the LEAP Menu.
Show 'Overdue Invoices'	Enables the Overdue Invoices option in the LEAP Menu.
Show 'Apply Retainers/Credit to Invoices'	Enables the Apply Retainers/Credit to Invoices option in the LEAP Menu. Note: Staff Members can still apply credits to invoices within a matter.
Show 'Statement Mailing'	Enables the Statement Mailing option in the LEAP Menu.
Show 'New Bank Deposit'	Enables the New Bank Deposit option in the LEAP Menu.
Show 'Bank Account Register'	Enables the Bank Account Register option in the LEAP Menu.
Show 'Reconcile Account'	Enables the Reconcile Account option in the LEAP Menu.
Show 'Expense Requests'	Enables the Expense Requests option in the LEAP Menu.
Show 'Trust to Receivables Transfer'	Enables the Trust to Receivables Transfer option in the LEAP Menu.
Show 'Share Statement'	Enables the Share Statement option in the LEAP Menu.
Show 'Create Invoices'	Enables the Create Invoices option in the LEAP Menu.
Show 'Change Invoice Status'	Enables the Change Invoice Status option in the LEAP Menu.
Show 'Assign Invoices'	Enables the Assign Invoices option in the LEAP Menu.
Show 'Assigned To Me'	Enables the Assigned To Me option in the LEAP Menu.
Show 'Timesheet'	Enables the Timesheet option in the LEAP Menu.
Show 'Time & Fees'	Enables the Time & Fees option in the LEAP Menu.
Show 'Expense Recoveries'	Enables the Expense Recoveries option in the LEAP Menu.
Show 'Reconcile Searches'	Enables the Reconcile Searches option in the LEAP Menu.
Show 'General Ledger Link'	Enables the General Ledger Link option in the LEAP Menu.
Show 'Special Fees'	Enables the Special Fees option in the LEAP Menu.
Show 'Print Cheques'	Enables the Print Cheques option in the LEAP Menu.
Show 'Search Transactions'	Enables the Search Transactions option in the LEAP Menu.
Show 'Share Invoices'	Enables the Share Invoices option in the LEAP Menu.

Last Modified Date

7/08/2025 5:30 am

Title

Application Settings - Additional Staff Permissions

URL Name

Application-Settings-Additional-Staff-Permissions-CA

Resolution