Learn how to use the PartN.com.au Integration with Smokeball to assist you and your staff with completing Part N of your Financial Statement for family law matters.
To find out more about PartN.com.au and pricing, visit their website.
How the PartN.com.au integration works
Use this integration to:
- Pre-fill matter numbers and descriptions when creating a new Part N
- Upload PDF bank statements directly from the Smokeball matter
- Save exported files directly back to the Smokeball matter
- Automatically add a disbursement to the matter when a Part N is purchased
Connecting Smokeball to PartN.com.au
To connect the integration:
- Register with PartN.com.au and follow the prompts to set up your account.
- Once you have logged in, select Settings at the top of the page.
- Select Activate Smokeball integration.
- Enter your Smokeball email and password.
Creating a new Part N
When creating a new Part N, you can browse through your recent Smokeball matters. After selecting a matter, PartN.com.au will automatically fill in the Matter Number and Matter Description fields.
Uploading documents from Smokeball
When uploading PDF bank statements to your Part N, you can opt to browse files from Smokeball.
This allows you to select one or more PDFs from your Smokeball matter.
Saving documents from PartN.com.au to Smokeball
You can save Word or Excel files from your Part N directly to your Smokeball matter by selecting Save all Word and Excel files to Smokeball.
You will then be prompted to select the folder in your Smokeball matter where the document should be saved, or you can save it to the main Documents tab.
Saving PDFs from PartN.com.au to Smokeball
When saving PDFs to Smokeball from PartN.com.au, ensure you download it first by clicking on the download button. After that, select Save to Smokeball from the print dialogue box.
Recording disbursements from PartN.com.au in Smokeball
A disbursement will automatically be added to a Smokeball matter when payment is made on PartN.com.au.
This will only occur if a Part N is connected to a Smokeball matter by:
- Pre-filling the matter number and description from a Smokeball matter
- Uploading bank statements from Smokeball
- Exporting a Word or Excel document to Smokeball