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Billing Categories

  • 14/01/2026
  • Knowledge

How To
 

Learn how to add and assign Billing Categories to a matter, simplifying filtering in the Create Invoices window and Advanced Search in the matter List. LEAP includes two default billing categories: 'Bill on completion' and 'Bill monthly'.  

  • Desktop
  • Web

Add a New Billing Category

 

  1. Click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  1. Click on Accounting > Billing Categories.

  2. Select New Billing Category to add a new category.

  3. Enter a Billing Category Name.

  4. Click Save.

  5. Repeat the above steps to add more billing categories.

Once a billing category is assigned to the matter, you'll be able to filter the Create Invoices window and Advanced Search in the matter List by the billing category.

Assign a Billing Category to a Matter

 

  1. Open the matter.

  2. Click on Details within the Details & Correspondence tab.

  3. Click the Accounting tab.

  4. Select a Billing Category from the drop-down.

  5. Click OK.

Delete a Billing Category

 

To delete a billing category:

  1. Click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click on Accounting > Billing Categories.

  3. Open a billing category.

  4. Click Delete.

  5. Confirm the deletion.

Archive a Billing Category

 

To archive a billing category:

  1. Click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click on Accounting > Billing Categories.

  3. Open a billing category.

  4. Click Archive.

Add a New Billing Category

 

  1. Click > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click on Accounting > Billing Categories.

  3. Select New Billing Category to add a new category.

  4. Enter a Billing Category Name.

  5. Click Save.

  6. Repeat the above steps to add more billing categories.

Assign a Billing Category to a Matter

 

  1. Open the matter.

  2. Click  on the Matter Details tab to open the Additional Matter Details window.

    Click on Accounting.

  3. Select a Billing Category from the drop-down.

  4. Click Save.

Delete a Billing Category

 

To delete a billing category:

  1. Click > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click on Accounting > Billing Categories.

  3. Open a billing category.

  4. Click Delete.

  5. Confirm the deletion.

Archive a Billing Category

 

To archive a billing category:

  1. Click > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click on Accounting > Billing Categories.

  3. Open a billing category.

  4. Click Archive.

Last Modified Date
14/01/2026 5:37 am
Title
Billing Categories
URL Name
Billing-Categories-CA

Resolution
General Accounting
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Billing Categories