Smokeball Boost Release - April 2025

This month's Boost release includes the following new features.

New features

Client Portal Branding

You can now customise the colour scheme of your firm's Client Portal, providing a consistent and trustworthy experience for your clients.

At this point in time, you can designate a brand colour and formatting on the Client Portal header, and/or upload a different logo if necessary. The logo uploaded here will not affect the main logo on your Smokeball account.

Client Portal branding settings can be accessed from Firm Settings in Smokeball Boost. For more information, refer to our article.

New reports

Unpaid Invoices Billing Report

This report shows all of the current unpaid invoices regardless of the date of the invoice, providing an easy way to see which invoices remain outstanding and can be narrowed down or grouped.

Available Columns:

• Matter Number
• Client
• Debtor(s)
• Matter Type
• Matter Description
• Person Responsible
• Invoice Number
• Issue Date
• Due Date
• GST
• Invoice Total
• Interest
• Total Paid
• Total Unpaid

Available Filters

1. Person Responsible
   • Multi-select
   • Default to All
2. Introducer
   • Multi-select
   • Default to All
3. Practice Area
   • Multi-select
   • Default to All
4. Matter Type
   • Multi-select
   • Default to All
5. Matter Status
   • Multi-select
   • Default to All
6. Group By
   • <None>
   • Matter
   • Client
   • Debtor
7. Include Interest
   • True
   • False (Default)

Invoice History Report

The Invoice History Report has been rewritten to combine the Invoice History and Accounts Receivable Report functionality.

This report replaces the current Accounts Receivable Report.

Available Columns:

• Matter Number
• Client
• Matter Type
• Matter Description*
• Billing Type*
• Person Responsible
• Introducer*
• Invoice Date
• Invoice Number
• Status
• Debtor(s)*
• Due Date
• Days Overdue
• Subtotal*
• Write Off*
• Discount*
• Surcharge*
• GST*
• Total
• Interest*
• Paid
• Credited*
• Waived
• Total Due (Inc. Interest)

*Indicates it’s a non-default shown column

Available Filters

1. Date From
   • Default: Blank
   • Must pick
2. Date To
   • Default: Blank
   • Must pick
3. Matter Status
   • Default: Closed, Open, Pending
4. Invoice Status
   • Final, Paid
   • Default: both
5. Included Columns
   • Default:
     1. Matter Number
     2. Client
     3. Matter Type
     4. Person Responsible
     5. Invoice Date
     6. Invoice Number
     7. Status
     8. Due Date
     9. Days Overdue
     10. Total
     11. Interest
     12. Paid
     13. Credited
     14. Waived
     15. Total Due (Inc. Interest)
6. Person Responsible
   • Default: All
7. Originating Attorney
   • Default: All
8. Practice Area
   • Default: All
9. Group By
   • Default: <None>
   • Matter
   • Client
   • Debtor
10. Client Search
11. Client
12. Matter Search
13. Matter
14. Save Filters as Firm Default?
    • Default: No