Smokeball Boost Release - May 2025

This month's Boost release features the following updates:

Client Portal Tooltips

We have added user interface icons and tooltips throughout the web app that allow you to learn more about Client Portal features.

Same Issue Date for Original Invoices

You can now finalize invoices with the same issue date so long as the option to show prior balances is not selected on any invoice with the same issue date past the first invoice finalized for the date/matter/debtor. 

You will see the following error message if you attempt to finalize with the show prior balance option selected:

Bug Fixes

• Resolved an issue where the Open in Desktop button in a document pop-up window failed to work and the warning message incorrectly stated that the File Manager was not installed.
  • Users who in fact do not have the File Manager installed will now the option to download and install it from the updated warning message.