Printing/Emailing Trust Ledgers and Statements

05/03/2026
Knowledge

How To

Learn how to print/email a trust fund statement, trust fund ledger or list in LEAP via any of the Trust Funds sub-tabs of an open matter.

Desktop
Web

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Trust Funds tab.
Click one of the Trust Funds tabs on the left.
Click the down arrow next to the printer icon on the tab bar and select to Print Statement, Print Ledger or Print List depending on the selected tab. The generated document will show the name of the Client associated with the matter.
Select your printer options to print.
To email or share a trust ledger/statement, click the email icon (next to the printer icon) in the top left corner.

Click to edit heading

If you have multiple trust accounts, a prompt saying, "Please select a Trust account." will appear. Click the dropdown arrow next to All Accounts to select your preferred Trust Account, as shown below.

LEAP will generate statements for only one Trust account at a time.

Open the matter.
Hover over Trust Funds and select Trust Accounts.
If you have multiple Trust Accounts, use the filter to select the relevant Trust Account from the dropdown list.
Click the printer icon on the tab bar and select to either print a Ledger or Statement.

Your Ledger or Statement will open on a new tab to print or download.

Click to edit heading

You can perform additional actions available in the LEAP ribbon, such as:

New Trust Receipt
New Trust Payment
New Payment Request
New Journal
Share Statement via LawConnect
Trust to Office Transfer

Last Modified Date

5/03/2026 5:51 am

Title

Printing/Emailing Trust Ledgers and Statements

URL Name

Printing-Emailing-Trust-Ledgers-and-Statements-CA

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