Preparing for your trust account transition

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:

1. Create all matters that have Trust balances or unpresented cheques in Smokeball.
   • The matters must have a client address and matter description.
2. Prepare a Trust Bank Statement, Trust Bank Reconciliation and Trial Balance Report in your previous system.
3. Prepare a Controlled Money Listing if your firm has a Controlled Money Account.
4. Provide the Last Trust Receipt Number, Last EFT Number and Last Trust Journal Number in your previous system.
5. 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.