Smokeball Web App Release - December 2023

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

New features

Record matter and lead Opened/Closed Dates and reason for closing a lead

You can now view and edit the Opened and Closed dates for a matter or lead in the Web App. To access this section, open a matter or lead file in the Web App and select Edit Matter or Edit Lead.

If you are closing a lead, you also have the option to select a reason for closing the lead.

The information recorded here will be synced to the Smokeball desktop app.

Add referral details on matters and leads 

You can now add referrers to matters and leads in the Web App. To access this section, open a matter or lead file in the Web App and select Edit Matter or Edit Lead.

Referrer and Referral Type data added here will be synced to the Smokeball desktop app.

Choose custom text for the invoice title and subtitle

You can now customise the invoice title and invoice subtitle for a specific matter.

To customise the invoice title and subtitle:

1. Open a matter file and select Edit Matter in the top-right corner.
2. Select Invoice Settings on the left panel.
3. Under the Invoice Title and/or Invoice Subtitle section, select Custom text.
   
4. Enter the title or subtitle of your choice in the following field. You can also insert placeholder text  using the drop-down menu:
   • Matter Number
   • Matter Type
   • Client's last name/Organisation name
   • Matter Description
5. Select Save Matter.

Override the invoice address on a matter

You can now override the debtor's name and address displayed on the top of invoice templates with an alternative address.

Overriding an address is applied per debtor on a specific matter only.

To override a debtor's address:

1. Open a matter file and select Edit Matter in the top-right corner.
2. Select Invoice Settings on the left panel.
3. Under the Invoice Address section, tick Override debtor address.
   
4. Select the relevant debtor and enter their name and alternative address in the text box.
5. Select Save Matter.

Overriding the address will not update the debtor's address listed on their contact card, as it only customises the name and address block displayed on invoices. 

Refinements

Page breaks on invoice line items with five or more rows

If your firm utilises AutoTime and tracks many activities grouped within a single day, the invoice line item for this day may wrap over to the next page, which causes a large blank space to appear on the invoice to accommodate for the rows of activities.

Now, when there are more than five rows in an invoice line item, subsequent rows are sent to the next page instead of all rows.