Smokeball Boost Release - October 2023

This month, we have released some new features and refinements to Smokeball Boost. Read on to learn more.

New features

Add a billing frequency to a matter

You can now assign a Billing Frequency to individual matters, to easily keep track of invoices that fall within a specific billing period.

To do this:

1. Select Edit Matter on a matter file.
2. Navigate to the Billing Fees and Rates section and choose an option from the Billing Frequency drop-down menu:
   
   • Annually - choose a starting month
   • Monthly - choose all months, odd months or even months
   • Quarterly - choose the group of starting months
   • Hold - choose this to identify matters that are being worked on but should not be billed yet
3. Select Save Matter.

Choosing a billing frequency does not change any other functionality in Smokeball. 

You can also filter the Invoices and Create Invoices lists by Billing Frequency.

Add, edit and filter categories on tasks

Organise your list of tasks by applying categories to them. 

Filter tasks by category in the Tasks section using the left panel.

New Billing Report - Billed Fees & Disbursements - Details

The Billed Fees & Disbursements Report breaks down the Billed Fees & Disbursements Summary Report even further to show what was billed on a matter or invoice level. Use this report to check that invoices were billed correctly.

Filters

Columns displayed when Level of Detail: Matter

Columns displayed when Level of Detail: Matter & Invoice

Important Notes

• Discounts are applied to fees billed only.
• Write-offs are not included.
• Non-billables are not included.
• Interest Charges are not included.
• Surcharges are not included.