Managing Statutory Deposits

Smokeball has made it easy to deal with Statutory Deposits. Simply follow the steps below:

Creating a Statutory Deposit matter in Smokeball

  1. In the Smokeball desktop app, create a General (or Conveyancing General) matter in Smokeball. This matter will be for Statutory Deposits.
  2. Double-click on the Info field under Matter Details. Enter 999999 into the Matter Number field (you may need to select Override first if you have automated matter numbering set up).
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    • If you are on Smokeball Boost or Smokeball Bill, you will not be able to change the matter number as it will be automatically assigned.
  3. In the Description field, enter Statutory Deposit.
  4. Select OK to close the Matter Info window.
  5. In the Client field, choose the contact to whom you pay the Statutory Deposit funds (e.g. Law Society, LIV).

    • Tip: Right-click on the Client field to choose an existing contact.
  6. Close the matter window.
  7. Log into the Smokeball Web App, navigate to the gear icon on the top-right corner and select Firm Settings.
  8.  Select Accounts from the left menu and click on your trust account from the list of trust accounts.
  9. In the Statutory Deposit Matter field, start typing in 999999. The matter you created earlier should be displayed on the list.
  10. Select Save.

Using the Statutory Deposit matter

To add payments, locate the matter using the search bar in the Smokeball Web App, select the relevant trust account and enter them by selecting Trust Payment.

The Deposit Funds button is greyed out because this matter has been assigned as the Statutory Deposit Matter.

Any payment on this matter will appear in the list of reconciled payments, just like any other matter.

Generating a Statutory Deposit report

To get a report of all payments or receipts to your Statutory Deposit, open the trust account in the Statutory Deposit matter and select Print.

The Statutory Deposit matter balance will also be shown in the Totals section of your Trial Balance Report.

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