Online Payments - Request Trust Funds

Jun 3, 2026
Knowledge

How To

You're able to send Online Payments Trust Funds Request to any party for any matter.

Desktop
Accounting Plus

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Trust Funds > Trust Accounts tabs.
Click on the toolbar to open the New Request Trust Funds window.
Select the Recipient by clickingand choosing the appropriate person from the Card List.

You can select any card from the list, and they don't necessarily have to be associated with the open matter.
Enter the Reason and Amount.

The Trust Funds Request No. is automatically generated.
Select if it is Retained For the Matter Debtor or Other/Third Party Payments.
Change today's Date, if necessary.
Click Save & Close or to create another Trust Funds Request, click Save & New instead.

After saving the Trust Funds Request, the transaction is displayed in the table on the Trust Funds > Trust Accounts tab.

Double click to re-open the Request to print it or e-mail it.

Click Save & Close or to share the request immediately, click the drop-down and select Save & Share instead.

When sharing, the Share via LawConnect window will open and you can enter the email it will be shared to.

You can also select if the recipient(s) must ‘Sign In to view’ or if ‘Anyone with the link can view’.

Click to edit heading

The Reason added to the Trust Request Funds window will generate as the ‘message’.

You can also select if you would like to ‘Send email notification for this request’.

If the email notification option is ticked, the recipient(s) will receive an email notifying them of the request. The recipient(s) can select to view the request or pay directly using Online Payments or BPAY.

Click to edit heading

NEW You can resend Trust Fund Requests that you have already shared via the Manage Access window. From the Trust Accounting tab or the LawConnect View Shared Items, right-click on the Trust Fund Request > select Manage Access and click Resend.

Click to edit heading

Once the Trust Funds Request is recorded and saved to the matter, you can go back to either send via email, print or share via LawConnect:

To email, select either New email or New Online Payments email.
- New email will launch an Outlook email addressed to the recipient, with the Trust Funds Request attached as a .pdf.
- New Online Payments email will open the LawConnect email window, edit the email as necessary and click Send once ready. The recipient can pay directly from the email by clicking the Pay Now button or navigating to the URL provided.
To print, open the Trust Funds Request item and click the ellipsis icon > select Print Request Trust Funds. The Online Payments reference and instructions are added to the client's Trust Funds Request Statement as a request for payment.
To save the Trust Funds Request item onto the matter, click ellipsis icon > select Save Request Trust Funds as PDF to Correspondence.
To share via LawConnect, please click here for more information.

In the new Accounting Plus window, users can create new Trust Fund Requests and view a comprehensive overview of all Trust Fund Requests recorded during a selected time period for the entire firm. The powerful filtering options enable users to refine their results effectively.

New Trust Fund Request

To enter a new trust fund request:

Click Trust fund requests from the Accounting menu.
Click New trust fund request.

Alternatively, press ‘Insert’ on the keyboard and a new trust fund request will open.
Use the tab key to move through the relevant fields and enter or select the required details.
Click Save when done.

Actions

You can perform the following actions by right-clicking or clicking the ellipsis icon on any of the transactions from the trust fund request window:

Open: Open and edit a single entry.
Delete: Delete the relevant entry.

Filter and Sort

Filter

Account: Filters results to show only entries related to the selected trust account.
Matter: Filters results to show only entries related to the selected matter. If left blank, it will display entries for all matters.
Recipient: Filter results to show only entries for the selected recipients.
Requested by: Display entries created by the selected staff members.

Sort and Grouping

You can sort the Trust Fund Requests window by:

Date
Account
Matter
Reason
Recipient
Amount
Request by
Shared

You can also group the entries by:

Date
Account
Matter
Recipient
Requested by

Compact view: This will reduce padding and spacing in tables so you can see more rows on the screen at once.

Last Modified Date

3/06/2026 11:50 PM

Title

Online Payments - Request Trust Funds

URL Name

Online-Payments-Request-Trust-Funds-CA

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