This month, we have released new features in the Smokeball Web App. Read on to learn more.
New features
Set individual staff permissions in the web app
The new Permissions tab in Firm Settings allows you to assign permissions to staff in regard to accessing Accounts and Reports in the web app.
If there are employees in your firm who should not have access to the following, uncheck the respective features next to their name:
- Global Accounts: Accounts section and financial summaries in the Invoices section
- Reports: Reports section
Note: Firm Owner designated staff members will have access to all web app permissions.
Set hard and soft costs on disbursements
You can now designate disbursements as either hard costs or soft costs.
- Hard costs are costs paid directly to the supplier, e.g. search fees.
- Soft costs are costs that your firm can choose to pass to the client, e.g. costs of printer paper and ink.
In addition, you can now map hard and soft costs to different accounts in Xero or MYOB, if your firm has integrated them with Smokeball.
New report: Unbilled and Unpaid Overview
Use this report to find out how much money you can move from your trust account to your operating account at any given time.
This report name is dynamic, based on the Unbilled and Unpaid filter. If both Unbilled and Unpaid are selected, the title will be "Unbilled and Unpaid Overview." If only one is selected, it will be titled "Unbilled Overview" or "Unpaid Overview" accordingly.
| Report Columns | Report Filters |
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Notes:
- Interest is included in unpaid.
- Surcharge is included in unpaid.
- GST is included in unpaid.
- Includes all matters with a trust and/or credit AND an unbilled or unpaid balance unless a filter is selected.
- Unbilled does not include non-billable or write-offs.
- Unbilled amounts on draft invoices includes discounts and surcharges.
- Amounts applied are in the order of Credit and then Trust.
Refinements
Updates to the Unbilled Time & Disbursements Summary report
You can now display the matter description in the report and filter the report by matter status.
Updates to the Unbilled Time & Disbursements Details report
You can now filter the report by matter status. The Client filter now also includes grouped clients. If selected, the report will return matters that have those two people as clients.
Updates to the Rate Types by Matter report
The Client filter now also includes grouped clients. If selected, the report will return matters that have those two people as clients.