Client Accounting

Client Accounting

Learn how to use LEAP Desktop to manage client monies in accordance with your regulatory requirements.

What you will learn

Ensuring regulatory compliance when dealing with client monies is paramount, and LEAP Desktop simplifies this for you.  In this course, you will learn how to receive, pay and transfer monies, as well as understanding how to reconcile you bank accounts.

Lessons and assessment19 min

  • Financial Summary
  • Client Receipts 2 min
  • Client Payments 2 min
  • Client Journals 2 min
  • Client to Office Transfers 2 min
  • Banking Funds 3 min
  • Client Bank Reconciliation 5 min
  • Designated Deposit Accounts
  • Client to Office Transfers - Multiple Matters
  • Interest Calculator
  • Assessement

What you will learn

Ensuring regulatory compliance when dealing with client monies is paramount, and LEAP Desktop simplifies this for you.  In this course, you will learn how to receive, pay and transfer monies, as well as understanding how to reconcile you bank accounts.

Lessons and assessment19 min

  • Financial Summary
  • Client Receipts 2 min
  • Client Payments 2 min
  • Client Journals 2 min
  • Client to Office Transfers 2 min
  • Banking Funds 3 min
  • Client Bank Reconciliation 5 min
  • Designated Deposit Accounts
  • Client to Office Transfers - Multiple Matters
  • Interest Calculator
  • Assessement