Smokeball Boost Release - April 2025

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

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.

image-20250402-213205.png

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.

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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
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