Application Settings - Branch Offices

06/11/2026
Knowledge

How To

You can assign matters to a specific GL reporting group if your firm operates multiple offices.
Set up branch offices to see how different areas of your business are performing.
Review and filter reports by branch offices to monitor the performance of different areas of your business.

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Desktop: Click the LEAP Menu > Settings > Application Settings > Accounting.

The LEAP Accounting Settings will open in a new window.

Web: Click > Settings > Application Settings > Accounting.

The LEAP Accounting Settings will open in a new window.

Set up Your Branch Offices in Your Accounting Software

First, set up your branch offices in your accounting software.

QuickBooks

If you are using QuickBooks, you will need to set up and use location tracking. For more information, please see: https://quickbooks.intuit.com/learn-support/en-au/getting-started/set-up-and-use-location-tracking/00/263128

Xero

If you are using Xero, you will need to set up a branch office and tracking categories. For more information, please see: https://central.xero.com/s/article/Set-up-tracking-categories

Create a GL Reporting Group for Each Branch Office in LEAP

Click Accounting > under General Ledger > GL Reporting Groups.
Click New GL Reporting Group to add your branch office as a reporting group.
Enter the reporting group Name and the Full Name of the branch office.

This should match what you've entered in your accounting software.
Enter the Tracking Category \ Option. e.g. Location\Ontario
Click Save.
Repeat these steps for each of your branch offices.

Complete the Details for Each Branch

Click Firm > Branches.
Click New Branch to add your new branch office.
Enter the Branch Name and Display Name.
Tick the Main Branch checkbox, if necessary.
Select the appropriate General Ledger Reporting Group.
Click Save.
Repeat these steps to add the details of other branch offices.

Allocate Matters to a GL Reporting Group

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Matter Details.

The Matter Details will open in a new window.
Click the Accounting tab.
Select the relevant GL Reporting Group from the drop-down.
Click OK.

Last Modified Date

6/11/2026 6:44 am

Title

Application Settings - Branch Offices

URL Name

Setting-Up-Your-Branch-Offices-CA

Resolution

Application Settings - Branch Offices

Click to edit heading

Set up Your Branch Offices in Your Accounting Software

Create a GL Reporting Group for Each Branch Office in LEAP

Complete the Details for Each Branch

Allocate Matters to a GL Reporting Group

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Application Settings - Branch Offices

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Click to edit heading

Set up Your Branch Offices in Your Accounting Software

Create a GL Reporting Group for Each Branch Office in LEAP

Complete the Details for Each Branch

Allocate Matters to a GL Reporting Group

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