Billing Release November 2022

November’s Billing release features exciting new features and bug fixes. Read on to learn more.

New Features

    • You can now add surcharges to invoices.

The below feature is in beta

Multiple Trust Accounts are currently undergoing beta testing.

  • Multiple Trust Accounts
    • You can now open, edit, and manage more than one trust account in Smokeball Billing.
      • View closed trust accounts.
      • Designate a default payment account.
      • Link multiple trust accounts to LawPay and QuickBooks. 
    • Learn more about multiple trust accounts.

Updates and Bug Fixes

  • It is no longer possible to select a future date when adding a Trust transaction. 
    • This change corrects a common reporting issue that resulted if the future date transaction needed to be reversed. 
  • Single activity line items within a group of activities created by AutoTime can now be set to zero hours. 
  • Fixed a bug which prevented custom SSRS reports from loading correctly. 
  • LEDES files now include a separate line for surcharges.
  • The QuickBooks settings page now includes a field where you can select which account will be assigned surcharges.
    • Choose between income accounts or liability accounts.
  • Fixed a bug which prevented the Different to Street Address toggle from saving correctly in the Mailing Address section of firm details.
  • Fixed a bug which caused the cursor to unexpectedly jump to the end of the text when editing the surcharge label and other text input fields on the PDF settings page. 
  • Fixed a bug which caused the placeholder text for indicating the custom email tag feature to not display when editing email templates. 
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