Real Estate Transaction Import App FAQs

21/02/2025
Knowledge

How To

The Real Estate Transaction Import App provides users the functionality to import transactions on a per matter basis or multiple matters at once.

Its functionality also provides users the ability to import transaction levy entries that populate LEAP transaction levy reports.

Do I Need to Create a Matter in Leap Before I Import Transactions?

Yes. The app requires matter numbers in LEAP to exactly match matters numbers in Unity.

Does LEAP Automatically Import the Transactions Once I Export Them?

LEAP users control the import process.

Matter

Open the matter.
Click the General Account > Expense Recoveries tab.
Click Transaction Import (Real Estate Transaction Import App).

The Real Estate Transaction Import will open in a new window.
Browse to and select the Unity Zip File.
Click Import.
Click Save & Finish.

Which Users Need to Enable the App?

Users responsible for posting real estate transactions in LEAP will need to enable the app.

Where Do I Create a Statement of Adjustments, Trust Ledger, or Invoice?

These documents can all be created from LEAP and shared via LawConnect or as email attachments.

Will LEAP Know If My Transactions Are Taxable or Non-taxable?

Each fee and disbursement tax code is pre-determined in LEAP and Unity. The tax configured in LEAP will populate for the fee and expense recovery (taxable and non-taxable) entries.

Last Modified Date

21/02/2025 6:07 am

Title

Real Estate Transaction Import App FAQs

URL Name

Real-Estate-Transaction-Import-App-FAQs-CA

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