Sue Coffell (Customer) asked a question.
: How to select just some dockets and disbursements when processing a bill
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Hi @Sue Coffell (Customer),
Thank you for posting on LEAP Community Discussions.
Are you referring to removing items from the invoice so you're able to bill your client with specific transactions? If so, please refer to our Community article for instructions on this process by clicking here.
Let us know if you require further assistance.
Best regards,
Alex
Hello Sue.
Hold the CTRL key and then with your mouse select the dockets you want to add to an invoice.
To remove disbursements; on the invoice (while in "unapproved") to the far left of the entry, right click the entry and remove from invoice.
I hope this helps.
Good afternoon,
This question was asked 5 months ago! I would just like to say that I am very disappointed in the level of communication and support from LEAP. I have not had timely responses to any questions I have asked of LEAP, and am still waiting on a response in regards to a problem I am having with the Trust account..
I would definitely not recommend LEAP to anyone.
Sue
I am not employed by LEAP. I am a clerk.
I didn't realize this was a random posting on a board. My apologies.