Loading
Knowledge BaseLSA Export App
Close
Still can't find it?
Search for help articles, community posts, ideas ...
End of Search Dialog

💬   Need help? Sign in to chat with our LEAP support! Sign In

LSA Export App

  • 21/02/2025
  • Knowledge

How To
Click to edit heading

The LSA Export App is a LEAP Partner add-in designed to swiftly generate the year-end reports package required by the Law Society of Alberta.

The app provides users the functionality to generate reports individually or in bulk, save results to an Admin Matter, as well as to save locally on their PCs. Once these reports are generated, the user can now successfully upload the reports to the portal for year-end submission.

Configuration

 

  1. From the LEAP Matter List, click the LEAP Menu > Marketplace.

    The LEAP Marketplace will open in a new window.

  2. From the All Apps section, click LSA Export App.

  3. Click Enable.

How to Access

 

  1. From the LEAP Matter List, click the LEAP Menu > Other.

  2. Click LSA Export.

    The LSA Export App will open in a new window.

LSA Export Settings

 

Prior to generating the reports, ensure to finalize the configurations for the date range and default Admin Matter.

  1. Admin Matter
    1. Enter the matter name/number to set the default file location in LEAP.
  2. Fiscal year start and end dates:
    1. The app automatically defaults to Jan 01 and Dec 31 of the current year.
    2. You may manually update the date range if necessary.

Report Generation

 

  1. Select the reports you wish to generate (use Select All to generate all reports in bulk).

  2. Select Save to PC or Save to Admin Matter.

  1. A window will display to communicate the reports are in preparation. Users can minimize the application and continue working within LEAP until the reports are generated.

Save to PC or Save to Admin Matter

 

Save to PC

 

Saves the report to the user's local drive/designated shared drive location.

  1. The file explorer is populated, the user can now set the desired location (e.g., an accounting folder on the C-Drive).

  2. A .zip file named LSA Export is created when generating multiple reports at once.

Save to Admin Matter

 

Saves reports to default Admin Matter within LEAP.

  1. Once the reports are generated, a window will populate to confirm the following reports have been saved successfully to the Admin Matter.

  1. Open the Admin Matter to locate the applicable reports.

Submission to Portal

 

Once saved to the desired location, the report(s) are now ready to be submitted via the PwC Connect Tool to the Law Society of Alberta.

Last Modified Date
21/02/2025 4:24 am
Title
LSA Export App
URL Name
LSA-Export-App-CA

Resolution
Trust AccountingApp Marketplace
Loading
LSA Export App