If your firm handles a large number of disbursements from suppliers or providers such as InfoTrack, you can mark them as paid in bulk in Smokeball to make it easier to reconcile them in your accounting software.
Designating the InfoTrack supplier
If your firm uses the InfoTrack integration to enable Smokeball to group InfoTrack entries, follow the steps below to turn on Smarter Entry Handling for InfoTrack entries. This enables Smokeball to identify which supplier in your Contacts list you have been using when recording InfoTrack disbursements.
Select the Settings (gear) icon on the bottom-left corner of the Smokeball Web App, then select Firm Settings.
Select Entries & Activities from the left menu, then select Disbursements from the top bar.
- Click on the Enable Smarter Entry Handling toggle.
Type in the name of the InfoTrack supplier contact and select it. Alternatively, you can create a new contact for this by selecting the plus icon.
- Select Save.
Marking multiple disbursements as paid
To mark multiple disbursements as paid:
- Select Time/Fees from the left menu, then select the Disbursements tab.
On the left panel, enter the name of the supplier in the Supplier section.
- If needed, use the rest of the filters on the left panel to further filter for specific disbursements.
Tick the relevant disbursements listed on the page, then select Mark As Paid from the top bar.
The New Office Payment window will open. Enter the payment method (Bank Transfer, Cheque or Direct Debit) and other relevant details.
- Select Save.
Your disbursements will then be pushed, as one bulk transaction, to Xero or MYOB.