From LEAP Matter List, click LEAP Menu > Accounting > under General Accounting > Assign Invoices.

The Assign Invoices window will open.

Click the next to Select Batch No.

The Select Batch window will open.

From this window, you'll be able to search for a batch no. through a specific date range or for all dates. You'll also be able to filter the batch no. by type in the dropdown below, as well as by staff member. Once your filters have been set, click Search.

Click the batch no. from the list of results and click Select after to add the batch no. to the invoice filter.

Select a matter Status from the drop-down list.

Click  to select a Debtor to display all invoices for the selected Debtor.

You may leave it blank to display all Invoices for all Debtors.

Click  to select a Person Responsible to display all invoices for the selected Person Responsible.

You may leave it blank to display invoices for all Person Responsible.

Click  to select a Person Acting to display all invoices for the selected Person Acting.

You may leave it blank to display invoices for all Person Acting.

Click  next to Assigned To to display all invoices assigned to this staff member.

You may leave it blank to display invoices for all staff members.

Click  next to Batch No. to open Batch Details.

Untick Auto memo to edit the auto-generated Memo.

 Click next to Staff Assigned To and select a staff member you wish to assign the Invoice(s) to.

(Optional) Click  to enter a Memo for the assigned staff member.

Tick the matter(s) you wish to assign.

(Optional) Click  to Select All matters or Select None for no matters.

Click Save & Close or Save & New to continue assigning invoices.

From LEAP Matter List, click LEAP Menu > Accounting > under General Accounting > Assigned Invoices.

The Assigned Invoices window will open.

Click the next to Select Batch No.

The Select Batch window will open.

From this window, you'll be able to search for a batch no. through a specific date range or for all dates. You'll also be able to filter the batch no. by type in the dropdown below, as well as by staff member. Once your filters have been set, click Search.

Click the batch no. from the list of results and click Select after to add the batch no. to the invoice filter.

Select a matter Status from the drop-down list.

Click  next to Staff Assigned To to display all invoices assigned to this staff member.

You may leave it blank to display invoices assigned for all staff members.

Click  to select a Debtor to display all invoices assigned for the selected Debtor.

You may leave it blank to display invoices assigned for all Debtors.

Click  to select a Person Responsible to display all invoices assigned for the selected Person Responsible.

You may leave it blank to display invoices assigned for all Person Responsible.

Click  to select a Person Acting to display all invoices assigned for the selected Person Acting.

You may leave it blank to display invoices assigned for all Person Acting.