Billing Release February 2023

February’s Billing release contains several new features and updates. Read on to learn more.

New Features 

Updates

  • Trust accounts on a matter’s transactions tab now feature an auto-selection feature for firms with single trusts. 
  • The account you work on will be remembered when switching tabs on a matter’s transactions page so long as that matter is open.
    • This includes trust accounts, CMAs, ledgers, and credit notes. 
  • The Matters page now features load on demand optimization for faster loading and ease-of-use.
  • You can now add an optional Reason field when requesting trust deposits.
  • Smokeball Billing now features a report which audits the billing type of all open matters within a specified date range.
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