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Knowledge BaseApplication Settings - Branch Offices
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Application Settings - Branch Offices

  • 05/06/2025
  • 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.

The LEAP Application Settings will open in a new window.

 

Web: Click User-added image > Settings > Application Settings.

The LEAP Application 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

 

  1. Click Accounting > under General Ledger > GL Reporting Groups.

  2. Click New GL Reporting Group to add your branch office as a reporting group.

  3. Enter the reporting group Name and the Full Name of the branch office.

    This should match what you've entered in your accounting software.

  4. Enter the Tracking Category \ Option. e.g. Location\Ontario

  5. Click Save.

  6. Repeat these steps for each of your branch offices.

Complete the Details for Each Branch

 

  1. Click Firm > Branches.

  2. Click New Branch to add your new branch office.

  3. Enter the Branch Name and Display Name.

  4. Tick the Main Branch checkbox, if necessary.

  5. Select the appropriate General Ledger Reporting Group.

  6. Click Save.

  7. Repeat these steps to add the details of other branch offices.

Allocate Matters to a GL Reporting Group

 

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Click Matter Details.

    The Matter Details will open in a new window.

  4. Click the Accounting tab.

  5. Select the relevant GL Reporting Group from the drop-down.

  6. Click OK.

Last Modified Date
5/06/2025 5:45 am
Title
Application Settings - Branch Offices
URL Name
Setting-Up-Your-Branch-Offices-CA

Resolution
Installing & Setting Up
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Application Settings - Branch Offices