Loading
CommunityNew Rates
Close
Still can't find it?
Search for help articles, community posts, ideas ...
End of Search Dialog

New Rates

Cheri Bardin likes this.

  • Misty Petty (LEAP)

    Dear Scott,

     

    Here is how to create a special fee:

    1. Click the LEAP Menu > Accounting > under Operating Accounting > Special Fees.
    2. Click New on the Special Fees window.
    3. The Special Fee window will open.
    4. Enter the Display Name.
    5. Select whether the special fee will be applicable for a certain Staff Member, a specific Activity Code or a combination of both.
    6. Enter a Billing Rate Override, either as a selected Staff Rate Type or Custom Rate.
    7. Click Save & Close.

     

    To attach a special fee to a matter:

    Menu

    1. Click the LEAP Menu > Accounting > under Operating Accounting > Special Fees.
    2. Right-click the special fee and select Apply to matters.
    3. Tick the matter(s) from the Select Matters window.
    4. Click Select.

    Matter

    1. Open the matter.
    2. Make sure you're on the Details & Correspondence tab.
    3. Click  and select Special Fees.
    4. Select Use Matter Special Fees.
    5. Click Attach Special Fee.
    6. Select a Special Fee from the list and then click Select.
    7. Click Save & Close.

     

    For more information, please see our Help Center article for how to create a special fee and attach it to a matter:

    https://community.leap.us/s/article/Create-a-special-fee

     

    Expand Post

Loading
New Rates