Billing Release June 2018

Billing Release June 2018

Below are the new features, refinements, and bug fixes in the Smokeball Billing 2018 Release.

Batch Finalize Draft Invoices

Evergreen Retainer Applied Immediately

Delete Transactions

Changes to Login Page


Batch Finalize Draft Invoices

  • Smokeball Billing now has the ability to batch finalize all draft invoices. 
  • Simply select the desired matters and click "Finalize." 
  • Note: Any closed matters will not be able to be batch finalized.


Evergreen Retainer Applied Immediately

  • When activating Evergreen Retainer on matters, if any matter is below the minimum limit, the requirement will be applied immediately.
  • A warning will appear in the top right of Smokeball Billing and the client will appear under Evergreen Requests.
  • To learn more, review Evergreen Retainers.


Delete Transactions

  • If an error is made entering any transactions, users have the ability to delete the mistake transaction.
  • Continue to use reversals for returned checks or reversed payments; delete is for a transaction which was entered by mistake and you do not want to appear on reporting or invoicing. 
  • All deleted transactions are available under the "show deleted transactions" filter in Matters> Transactions or Accounts>Transactions at any time.


Changes to Login Page

  • You can now check "This is a private computer" to load your data faster in future logins. 
  • Smokeball's Billing feature is being rebranded as Smokeball Billing, and over the next releases, you may notice a few changes. 
  • Once Smokeball Version 5.2 is released, you'll notice the button change as well.


Additional Refinements and Bugs

Key Type Summary
BB-834 Refinement Limit for the number of accounts being displayed in QuickBooks integration was 100. All accounts in QuickBooks are now available in Smokeball Billing

BB-433

Bug Improved log in time for firms with large amounts of data
BB-769 Bug Fixed - when a user finalizes an invoice in 2 screens, the invoice had a break that involved extra steps to correct

BB-764

BB-761

BB-622

Refinement and Bug
  • Contacts have been improved in Smokeball Billing to support contacts with multiple emails.
  • All clients of a matter will display in Smokeball billing
  • Contacts associated to Trusts now appear in Smokeball billing
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