Due to the complexity of Trust Accounting, transitioning your trust account/s to Smokeball and setting up account balances will be conducted together with a Smokeball trainer to ensure that it complies with regulations.
To prepare for the session and ensure a smooth scheduled transition:
- Create all matters that have Trust balances or unpresented cheques in Smokeball.
- The matters must have a client address and matter description
- Prepare a Trust Bank Reconciliation and Trial Balance Report in your previous system
- Email a copy of your firm's latest Trust Bank Reconciliation, Trust Trial Balance Report and Trust Account Bank Statement to support@smokeball.com.au
If your Trust training has not been scheduled as yet, submit a training request.