Trust Reports Are Showing As 'Interim'

29/09/2025
Knowledge

How To

If you are viewing the Client Funds reports and can see that the report is labelled as 'Interim', this is to distinguish it from the final report produced by the Client Funds End of Month procedure.

The finalised Client Funds reports can be retrieved by viewing previous Client Funds End of Month reports.

If you would like to view previous Client Accounts End of Month reports, please follow the steps below:

Click the LEAP Menu > Reports.
From the LEAP Reports, navigate to the Client Funds heading.
Hover over Client Accounts End of Month and click View Previous Trust EOMs.
Click to expand the relevant month that you are looking for.
Click any of the reports you would like to view.

Last Modified Date

29/09/2025 5:04 am

Title

Trust Reports Are Showing As 'Interim'

URL Name

Trust-Reports-Are-Showing-As-Interim-CA

Resolution