Includes three filters that work together to refine matters, displaying only those relevant to the selected staff members in their specified capacity.

• Include Inactive Staff: Provides an option to either include or exclude Inactive Staff Members from the lists of Staff Responsible and Staff Acting. The default option is No.

NOTE:

• • A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members).
  • The below four staff lists dynamically update based on the 'Include Inactive Staff' option setting.
• Staff Responsible: Filters results to include only matters where the selected staff member(s) are assigned as the Person Responsible. All staff members are included by default.
• Staff Acting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Acting. All staff members are included by default.

• Draft Invoices:
  • Yes: Include draft invoices when calculating Receivables amount.
  • No: Exclude draft invoices when calculating Receivables amount. 
• Tax:
  • Yes: Displays the amounts inclusive of tax.
  • No: Displays the amounts exclusive of tax. 

• None
• Client
• Staff Acting
• Staff Responsible

Displays the firm’s total balances as of the specified date, which may include: 

• Anticipated Expenses
• Expense Recoveries
• Expenses
• Journals
• Receivables
• Retainers/Credits
• Trust
• WIP

Indicates the type of financial balance, which is one of the following:

• Anticipated Expenses
• Expense Recoveries
• Expenses
• Journals
• Receivables
• Retainers/Credits
• Trust
• WIP

• Lists the debtor’s value based on their ageing period (e.g., Current, >30 Days, >60 Days or >90 Days). 
  
  NOTE:

  • The Ageing Period refer to the number of days the invoice has remained unpaid or the number of days the professional fee/disbursement item has remained unbilled, since their transaction date up to the 'At Date'. The Ageing Period will be updated based on your input for the 'At Date'.
  • Ageing Periods catetories can be customised via: LEAP Menu > Settings > Application Settings > Accounting > Reports.