Release Notes
Version 1.3.34.0
LEAP Release Notes Version 1.3.34.0
NEW FEATURES
2
1. DOCUMENT MANAGEMENT
1.1. TIME RECORD FROM MICROSOFT OFFICE
1.1.a. How to Time Record through Microsoft Office
1.1.b. How to change Microsoft Office Time Record settings
1.2. DOCUMENT PREVIEW
1.2.a. How to Preview a document
1.3. EMAIL FAX PROVIDER INTEGRATION
1.3.a. Getting started
1.3.b. How to add an Email Fax Provider Domain
1.3.c. Using Integrated Email Fax Provider solutions
1.4. SAVE DRAFT EMAILS TO MATTERS
1.4.a. How to save a Draft Email
1.5. EMAIL DOCUMENT LINK TO STAFF
1.5.a. How to Email Document Link to Staff
1.6. PRINT TO MATTER
1.6.a. How to Print to Matter
1.7. CORRESPONDENCE ATTACHMENT IN REPLY EMAILS
1.7.a. How to attach correspondence to Reply emails
1.8. CHANGE PASSWORD
1.8.a. How to Change Password
2. ACCOUNTING
2.1. TAX FREE TIME & FEE MATTERS
2.1.a. How to setup a Tax Free Time & Fee Matter
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ENHANCEMENTS
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3. DOCUMENT MANAGEMENT
3.1. ASSIGN EMAIL FROM MULTIPLE INBOXES
3.2. EMBEDDED INFOTRACK SERVICES
3.3. REPLACE DEFAULT REFERENCE
3.3.a. How to Replace Default Reference
3.4. MOBILE NUMBERS FOR STAFF MEMBERS
4. ACCOUNTING
4.1. CALCULATION METHODS IN LEAP TIMESHEET
4.1.a. How to enable Calculation Method
4.1.b. How to select Calculation Method
4.2. TABLE STYLE CONTROL FOR WORDBILLS
5. REPORTING
5.1. STAFF SECURITY FOR LEAP REPORTS
5.2. STAFF BUDGETS REPORT BY FEE EARNER
5.3. CROSS-BROWSER SUPPORT
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LATEST FIXES
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6. LATEST FIXES
6.1. DOCUMENT MANAGEMENT
6.2. ACCOUNTING
6.3. REPORTS
7. KNOWN ISSUES (TO BE FIXED IN FUTURE RELEASES)
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LEAP Release Notes Version 1.3.34.0
NEW FEATURES
1. Document Management
1.1.
Time Record from Microsoft Office
For users who are always preparing documentation, having to
manually create Time Entries can take up time they would rather
be using to work on further documents.
With the new Time Save & Close feature, the entire process can be completed with the click of a button.
1.1.a. How to Time Record through Microsoft Office
In Word, Outlook and Excel, the following Time Save buttons are available:
Microsoft Word
Microsoft Outlook
Microsoft Excel
Using a Time Save will Save & Close a document being worked on, or Send an email, while also generating a new
Time Entry for the time spent on the document or email. The default Billing Description used will be the name of the
document or for emails, the subject line.
Once saved, the Time Entry will also synchronise to LEAP Timesheet and appear on the matter in LEAP Mobile.
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LEAP Release Notes Version 1.3.34.0
1.1.b. How to change Microsoft Office Time Record settings
Settings for this feature can be accessed through Microsoft Word, Outlook and Excel. ‘Enable Time Recording’ for all
Microsoft Office products is turned on by default. Of note is the option for ‘Keep the timer running whilst Document
is in the background,’ which is turned off by default.
Please note: Microsoft Excel does not have the ability to keep the timer running when the document is in the
background.
1.2.
Document Preview
Often searching for a document can be difficult if the name of
the document does not contain enough specific information. For
example, a search of ‘Letter to XYZ Real Estate’ could result in a
long list of search results, and the prospect of opening each one
would be daunting at the least.
With the new Document Preview window, documents can be previewed without the need to open it.
1.2.a. How to Preview a document
Documents can be previewed from the Correspondence List of a matter, or from the Document Search window:
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LEAP Release Notes Version 1.3.34.0
Correspondence List
Document Search
Clicking the highlighted icon will enable the Document Preview Pane and display a preview of your selected
document:
1.3.
Email Fax Provider Integration
As we move closer to the paperless office, many firms still find
themselves having to print out File Cover Sheets and contracts
just so that they can feed it to their ageing fax machine sitting in
the corner, gathering dust.
LEAP can now integrate with online Email Fax Providers to allow the faxing of documents directly from your matter.
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LEAP Release Notes Version 1.3.34.0
1.3.a. Getting started
The first step is to find an online Email Fax Provider solution that meets your needs. It is important to ensure that
you are happy with their required number format and remember to use that specified format when entering data
onto your Client cards (see 1.3.c. Using Integrated Fax Provider solutions).
1.3.b. How to add an Email Fax Provider Domain
The Fax Provider Domain can be obtained directly from your Email Fax Provider. Enter the Fax Provider Domain on
the LEAP Options page under General Preferences/Credentials/Other Settings:
Once entered, click the Save button.
1.3.c. Using Integrated Email Fax Provider solutions
Step 1
Check that the Fax Number entered on your matter matches the format required by your Email Fax solution. For
example, XYZ Fax is an Email Fax Provider. Their fax solution requires a number format that is very specific. They
require fax numbers in the following format:

612 xxxx xxxx
This means that recording a fax number in any of the following formats would not result in a successful fax:
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02 xxxx xxxx
+61 2 xxxx xxxx
Step 2
From the Correspondence List, right-click the document you would like to send and select ‘Fax’:
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LEAP Release Notes Version 1.3.34.0
Step 3
Select the recipient, and click OK (note that you can also select an Email Precedent to use):
Step 4
Your document will appear as an attachment on a new email with your fax provider domain after the number:
By clicking Send, the fax will be sent and a copy will be added to your Correspondence list for the matter.
1.4.
Save Draft Emails to Matters
Even a simple email is a carefully constructed piece of
correspondence, and like documentation, it is of benefit to be
able to save drafts as you hone your message. For emails worked
on by multiple parties, this ability is essential.
With the ability to Save Draft Emails to Matters, users can begin typing their response directly into the Outlook Reply
window. This can then be saved as a draft to continue working on at a later time.
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LEAP Release Notes Version 1.3.34.0
1.4.a. How to save a Draft Email
The Outlook Toolbar now contains a ‘Save Draft & Close’ button:
This will save a draft email to the Correspondence list and mark it as a [Draft] in orange lettering:
To continue working on a Draft Email, double-click it to open and continue typing. The draft will have a history of
changes that can be used to track who has made changes to the email and once sent, the email will appear as a
regular email on the Correspondence List.
1.5.
Email Document Link to Staff
Collaboration is often key to a successful matter, and with cloud
technology allowing users the freedom to work from anywhere,
wouldn’t it be nice to easily and effortlessly notify a collaborator
of work for them to review?
With the new Email Document Link to Staff feature, a notification email with direct link to a document can be sent to
staff.
1.5.a. How to Email Document Link to Staff
‘Email Link to Staff’ can be accessed via the Correspondence List or from within a document in Microsoft Word:
Correspondence List
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Word Document
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LEAP Release Notes Version 1.3.34.0
When used, select a staff member to be notified of the document. An email will be created that contains a link to the
document:
When the recipient staff member receives the email, if they are logged into LEAP and open the attachment, the
matter will open and the latest version of the document you have linked them to will open for modification.
1.6.
Print to Matter
When researching, findings would often have to be copied from
websites or lengthy regulations into documents for saving into
an electronic matter. This would often result in a complicated
and time consuming process.
Print to Matter uses a new LEAP PDF printer that allows you to save a PDF of information from any source directly to
the Correspondence List of a matter.
1.6.a. How to Print to Matter
LEAP PDF works exactly how a regular printer would. Simply view the resource material you would like to print to the
matter and click the Print button. When prompted for a printer, select the LEAP PDF option:
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LEAP Release Notes Version 1.3.34.0
This will generate a PDF of your resource material and display a Save to Matter selection window to save the PDF to.
Enter a Document Name, select a matter to save to, and click OK:
1.7.
Correspondence Attachment in Reply Emails
During lengthy email correspondence with a client, often an
attachment is required not just with the initial email but with
subsequent Reply emails as well.
LEAP now provides advanced LEAP toolbar email functions to Reply and Forward emails.
1.7.a. How to attach correspondence to Reply emails
Like New emails, click the Attach Files button, select your attachment method and the file to attach:
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LEAP Release Notes Version 1.3.34.0
1.8.
Change Password
LEAP now allows for the changing of a user password from the application itself, rather than through the LEAP
Options administrative page.
1.8.a. How to Change Password
The Change Password window can be accessed from the login screen:
Enter Your Current Password, Your New Password then Confirm New Password before clicking Update Password:
All new passwords are measured for strength to ensure a secure password is set.
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LEAP Release Notes Version 1.3.34.0
2. Accounting
2.1.
Tax Free Time & Fee Matters
Some firms may have clients for which they do not want to
charge tax, such as international clientele. Normally this would
require a modification of Tax Codes to all Fees to achieve this,
creating an overhead of extra work.
2.1.a. How to setup a Tax Free Time & Fee Matter
Open the respective matter in LEAP, double-click on the Matter Details table and select the ‘Tax free time & fees’
checkbox:
Entered time will now automatically add the Tax Free tax code.
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LEAP Release Notes Version 1.3.34.0
ENHANCEMENTS
3. Document Management
3.1.
Assign Email from Multiple Inboxes
LEAP now allows the assigning of emails from multiple inboxes. The advantage is that if an email arrives to a shared
inbox, anyone can assign it to a matter. It also means that there is no need to switch between Outlook Profiles to
check different accounts. Simply have all of your email accounts set up on the one profile and use ‘Save to Matter’
from any of them.
Please note: Emails assigned from secondary inboxes will not move to the Inbound LEAP Matter Based Emails folder.
3.2.
Embedded InfoTrack Services
InfoTrack services are now accessed from an embedded window in LEAP. As the entire InfoTrack solution opens
within LEAP now, this will mean for a faster, more efficient and up to date Search list for you to order from:
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LEAP Release Notes Version 1.3.34.0
From the Help icon on this window, you can now log a support call online directly to InfoTrack:
Selecting ‘Log a support call online’ from this drop-down will open the InfoTrack support page:
3.3.
Replace Default Reference
You can now change the Default Reference of a document from the Correspondence List, instead of having to open a
document to do so. This feature will allow you to change the recipient, and all references to them or their details,
throughout a document to a different recipient on a matter.
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LEAP Release Notes Version 1.3.34.0
3.3.a. How to Replace Default Reference
Right-click the item of Correspondence you wish to change the default reference for, select ‘Replace Default
Reference,’ then select the Recipient you would like the document to be tailored for:
The selected document will open to show the changes to the document have been made. By clicking Save & Close
you will be prompted to rename to document.
3.4.
Mobile Numbers for Staff Members
Mobile Numbers can now be recorded for Staff Members under the LEAP Options page. Corresponding fields can
then be used on documentation, found under the Matter Table Type as ‘Person Acting Mobile’, ‘Person Responsible
Mobile’ or ‘Person Credit Mobile’.
4. Accounting
4.1.
Calculation Methods in LEAP Timesheet
4.1.a. How to enable Calculation Method
Charging a client a Fixed Amount but still showing the Time Spent can now be achieved in LEAP Timesheet.
Open LEAP Timesheet, click on the View menu from the toolbar, then Format Columns:
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LEAP Release Notes Version 1.3.34.0
Highlight ‘Calculation Method’ from the ‘Not Selected’ table, then click the arrow to move the selection across to the
‘Selected Columns’ table and click OK.
4.1.b. How to select Calculation Method
By default the Calculation Method ‘Fixed Rate Per Hour’ will be selected. To change, use the Calculation Method
drop- down and select ‘Fixed Amount’. This will allow you to amend the Value column and re-calculate the
Rate/Each (rate per hour) in real-time.
4.2.
Table Style Control for Wordbills
Wordbill tables can now be controlled to:
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Remove borders
Change shading colours
Amend text size
Amend text font
To modify, navigate to the location of your Wordbill precedent, right-click and select Modify Precedent:
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LEAP Release Notes Version 1.3.34.0
Click the ‘Run LEAP Fillin’ button from LEAP ribbon to download the new table style:
Select the table in your Wordbill, then click the Design tab in the Microsoft Word ribbon.
The highlighted table will be referenced as ‘LEAPWordbill Table Style’. Right-click the table style and select Modify
Table Style:
After modifying the table to your specification, click ‘Save & Close’ to save.
Please note: The new table style will only apply to new Wordbills.
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LEAP Release Notes Version 1.3.34.0
5. Reporting
5.1.
Staff Security for LEAP Reports
Removing access from staff to view LEAP Reports now hides the report menu item completely for that staff member:
With Reporting Security Off
With Reporting Security On
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LEAP Release Notes Version 1.3.34.0
5.2.
Staff Budgets Report by Fee Earner
The Staff Budgets Report now allows for a selection of Staff Members. From the report, use the Staff drop-down list
to select the appropriate staff you wish to report on, then click View Report:
5.3.
Cross-Browser Support
LEAP Reports can now be accessed from Internet Explorer, Google Chrome and Mozilla Firefox.
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LEAP Release Notes Version 1.3.34.0
LATEST FIXES
6. Latest Fixes
6.1.
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Document Management
Multiple Folio's not coming across into LEAP Searching order screen
The Mining matter type does not work under NSW
Emails marked with an Asterix are not sent as the address is not valid
LEAP03-Template.dotm - CAN:FED:CCP:002 is associated to the incorrect template
When a folder with documents is Dropped into a Matter, the documents inside the folder are sent to the
root of the matter after a Save & Close
Missing Options in Property is Transferred list for NSW Property Table
Changes made to a document type are not applied to letters created using that document type
Unable to search property when we enter a Street Type after the street name
Document register has search text entered by default.
ISOSortDate column appearing in Calendar/Task tab
Purchase Reconciliation out by 0.01c
Document Register date cannot be before 1966
Document Search created column showing last modified date
In the People List, if we delete someone, the undelete button has a spelling error
Unable to forward emails that were assigned / created in V10 then converted to Cloud
Volume Folio details do not go across to InfoTrack from the matter for VIC Property Enquiries
Unable to save attachments to the matter
InfoTrack Available Online element missing from Searches
When creating a letter, the <Select None> option creates the letter addressed to the client rather than
no one.
Invalid installer arguments when username contains a space
Custom document types do not reflect changes that have been made to them onto precedents where
they are applied
Details tab on a card does not save entered data
Accounting
Xero journal is incorrect when negative item on invoice is receipted
Cheque Type CRL3 not printing in words
Fee Summary not included if more than 1 invoice layout present
Cheque print out - longer matter number breaking to 2 lines
Billed & Receipted anticipated payment not showing up under that filter
Closed Controlled Money Account now re opened and broken
Timesheet - Unable to see other user's data
Grouped items now showing on WordBill section summary
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LEAP Release Notes Version 1.3.34.0
800
853
937
949
997
1060
1092
1093
6.3.
150
175
188
266
451
452
463
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539
562
673
679
695
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698
727
729
749
769
777
795
802
848
1017
1098
1101
1103
1110
1112
1118
1119
Trust uncleared funds are not taking into account weekends
Cheque remittance advice - client name printing on 2 lines
Trust to Office Transfer - Able to select account on non-deposited item
Timesheet autosuggest list does not display recently created matters
Task code long description causes 'Model cannot be empty' error
All Client addresses appear in Office Payments & Debtor transactions
Starting / pausing several timers quickly causes the counter to skip a second every 10 seconds
Timesheet counter counts every second as two seconds in some cases
Reports
Reports - Current Conveyancing Matters with Property Address report is missing matters
Unable to see Care & Protection and Adoption matters in Matters Opened List
Pre-Billing Guide has unbilled WIP in different order than Time/Fees tab
Fee Contributions & Recovery - Invoice not showing in correct date range
Matters due for settlement - Does not include TAS matters
Subscribed reports - Run monthly on 30th/31st will not save report
Firm Overview - Multiple Fields have wrong amounts
Staff Receipts Funds report total does not match up
Staff receipted funds - including GST on GST Free invoiced items
When a matter has two invoices of the same value the statement only shows the total due of one invoice
Fee Contribution & Recovery - Matter type report showing deleted entries
Trust statement not showing multiple items with same details
Office Payments Report showing error
Staff Security - Reports can still be accessed
Dashboard figures incorrect
Document Register printing out wrong data
Trust Account Receipt Cash book banked total is incorrect
Trust ledger - No page break for header
Trust statement printing blank page
Complex matter number format causing reporting error
Agents report - Person Responsible/Acting filter not working
Agents report - Property value entered with decimal is showing incorrect
Fee Earner Overview - Multiple fields with incorrect data
Invoices Report - Deleted invoice not showing negative amount
Staff Receipted Funds does not recognise multiple transactions with the same amount
Inactive Matters report is blank if there is no Statutory Deposit Matter number
Bank Deposit will not display correctly on the Trust Account Receipts Cash Book report
Staff Members with “Show in Staff List” unchecked are still appearing in Reports Staff Selection lists
Staff Time & Fees Activity Summary – Billed items show when we select the “Billable” billing type filter
Staff Receipted Funds report – Staff % is incorrect
Staff Receipted Funds Report – Contribution column is incorrect
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LEAP Release Notes Version 1.3.34.0
7. Known Issues (To be fixed in future releases)
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1053
Google Apps for Business Mail Sync assigns all Inbox Items to the same matter when one is assigned
Unable to use the scroll down arrow button in versions 1.1 and above
Pre Billing guide timing our for matters with a lot of accounting data
Timesheet does not show warnings when cost estimates are exceeded
Precedents updated by Content occasionally do not open in Cloud due to a Template error
When auto numbering is off, Other references don't appear in the matter number
RE Line 2 defaults to first Bank / Building Society on Probate Matters
GL Reporting Group not applied to receipts
Document Search does not find renamed or newly created documents
Unable to modify a copy of the Client Authorisation precedent LL-NSW-PR638
Wills-Spouses matter type is saying 'Wills-Husband and Wife' on reports
Not all Beneficiaries added to a matter are populated onto precedent forms generated
Property details are not shown when the Property table is added to a Miscellaneous matter
Matter Current Date inserts into Excel precedents in American Date Format
Emails sent are being corrupted on receipt
Save to Disk then Save to Matter causes the default table to appear empty
VIC Calculation for Sales Matters is based on a 366 day year instead of a 365 day year
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