Smokeball Bill and Boost Releases March 2026

View all new features and refinements to Smokeball Bill and Boost for this month.

20 March, 2026

We have added permissions to Invoices and Firm Settings to the Smokeball Web App:

Invoice Permissions

You can now set individual staff permissions on accessing invoices.

The access options are Full Access, Read Only and No Access:

Full Access: No change to permissions. Users retain full ability to:

• Create, edit, finalise, and delete invoices
• Apply, edit, and reverse payments
• Manage payment plans
• Use all bulk and quick actions

Read Only: Users can view invoice information, but cannot create or modify invoices or payments.

• On the Finalised invoice screen, Read Only users can Email, Download, View Payment Detail and view history. They can also view the Entries and Payments tabs. All other buttons are visible but disabled (not clickable).
• On the Draft Invoice screen, Read Only users can only view the draft preview, close the invoice, or link the invoice to a matter. All other actions are disabled.
• On the Payment Details screen, the Delete and Reverse actions are removed.
• On the main Invoices screen, the Add Payment and Bulk Actions buttons are disabled. The Create Invoices, Finalize with Payments and Bulk Trust Payment tabs are also disabled. On the Reminders tab, the Bulk Actions button is disabled.
• On Matter > Invoices, Create Invoice, Add Payment and Bulk Actions buttons are disabled.
• On Matter > Time & Fees and Matter > Disbursements, Create Invoice is disabled.
• On Contact > Invoices, Create Invoice, Add Payment and Bulk Actions buttons are disabled.
• On Contact > Payment Plans, Add Payment, Edit Plan and Close Plan are disabled. Create New Plan is also disabled.
• The Payments option is not selectable under the Quick Add menu on the top-right corner of the Smokeball Web App.

No Access: Users cannot access invoices or related billing data, even if they see related tabs or links.

The following areas show the tab/section, but users with No Access cannot select or open them:

• Main Invoices screen
• Matter > Invoices
• Contact > Invoices
• Accounts > Invoice Ledger
• Accounts > Client Communications
• Matter > Transactions > Invoice Ledger
• Matter > Transactions > Client Communications
• Contacts > Transactions > Invoice Ledger
• Main Contacts screen > Payment Plans
• Contacts > Payment Plans
• Matter Overview
  • Invoicing tile is removed
  • Users will see the “surface” in some cases (e.g., tab labels) but will not be able to interact with them.

The following areas will display a "You do not have permission to access this area" message if the user tries to navigate to any invoice-related page from:

• Time & Fees (main page and via the matter)
• Disbursements (main page and via the matter)
• Descriptions and ledger lines that link to Trust Account, Operating Account and the Credit Memo Ledger
• Split Billing invoices and Client Statements (Contact > Invoices > Statement column)

Other restrictions include:

• Unbilled and Due columns are removed from the matter list.
• Unbilled, Unpaid and Overdue amounts are hidden from the balance summary at the top of matters.
• Unpaid and Overdue amounts are hidden from Contacts.

Firm Settings Permissions

You can now restrict a user from accessing Firm Settings on the Web App, regardless of their permissions on the Smokeball Desktop App.

18 March, 2026

[For Smokeball Boost with Intake add-on] You can now display your Intake Forms in another language via the Settings in the Intake Form builder. Additionally, you can edit the automatic translation if needed. 

Learn more about enabling multiple languages on an Intake Form.

5 March, 2026

• The Invoices List now contains filters for Timekeeper and Originating Attorney.
• The Originating Attorney filter now appears on the following sections:
  • Create Invoices
  • Finalize with Payments
  • Trust to Office
  • Reminders
• A Reconciliation Reporting tab is now available next to the Bank Reconciliation tab. For each completed reconciliation, Smokeball creates a single PDF containing:
  • Bank Reconciliation
  • Trust Balances Report (as at the reconciliation end date, for the reconciled account)
  • Account Balance Receipts Report (for the reconciliation date range and account)
  • Account Balance Payments Report (for the reconciliation date range and account)
  • Account Balance Transfers Report (for the reconciliation date range and account)
• A new Save & Duplicate button is now available when recording time/fees/expenses. This does not apply to timers, grouped time entries, right-hand-panel editing, or AutoTime-generated time entry links and Archie buttons.