Trust Account Statement

Available on Smokeball Bill, Boost and the Grow and Prosper+ Cloud Companion App

Learn how to generate a Trust Account Statement in Smokeball.

To get started, select Reports from the left panel on the Smokeball Web App, then select Trust Statements.

Generating the Trust Statement

At the top of the report, choose the date range you wish to run and the relevant matter, or all matters. You can also filter transactions by their date entered.

Once you have selected your filters, select Generate.

If you choose to show transactions for All matters, this button will display as Email Report.

An email will be sent to the email address listed on your staff card. This email will contain a link to download a zip file containing all of the reports in PDF format. This link expires after seven days.


If there is no email listed under your staff card, you will receive an error message stating that your email is invalid. Check your staff settings and rectify the email address.

What is included in the Trust Statement?

The Trust Statement report contains tables of all trust accounts and controlled money accounts relevant to the matter selected. Transactions are organised into the following columns:

  • Transaction Date
  • Entered Date
  • Reference
  • Description
  • Reason
  • Paid By
  • Paid To (Bank Account)
  • Multi Amount
  • Debit/Credit
  • Balance

Below is a sample of a Trust Statement:

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