Expense Entry

There are several ways to enter your firm costs or expenses in Smokeball. It is important to note that if you are not already working within a matter in Smokeball Billing, you will need to specify an appropriate matter.

Most Smokeball users enter their expenses in the Smokeball Desktop Application. All Expenses can be added or edited in Smokeball Billing as well.

Any entries made in Smokeball Desktop or Smokeball Billing will be available in both places.

You can also print checks from your operating account and send the transaction to QuickBooks Online for any advanced costs.

This article walks through all the places to create Expenses in Smokeball:

Expense Entries on Smokeball Desktop

Expense Entries on Smokeball Billing


Expense Entries on Smokeball Desktop

There are two places to review, enter, or edit expense entries on the Smokeball Desktop Application.

  • The best practice is to always enter expenses on a Matter. Select the Expense button on the Action Bar
    • (1) Enter a date, staff, and subject manually or using an Activity Code
    • (2) Enter an optional description
    • (3) Enter the quantity and price and check whether this is a billable expense.
    • (4) Select save. "Save & New" will open another window to enter an additional expense.

  • Expenses can also be entered under the Time & Fees Tab from the Home Screen.
    • Note: Make sure to always tag a Matter for each entry if you enter your time manually on this screen.

  • For quick manual entry of expenses, set up Activity Codes and use the quick expenses entry bar.

  • All expenses can be reviewed and edited from the Expenses tab within any Matter for Time & Fees Tab.


Expense Entries in Smokeball Billing

There are several places to review, enter, or edit expenses in Smokeball Billing

  • Select "New Expense Entry" from the Expenses tab from any Matter.
    • (1) Enter a date, staff, and subject manually or using an Activity Code
    • (2) Enter an optional description
    • (3) Enter the quantity and price and check whether this is a billable expense.
    • (4) Select save. "Save & New" will open another window to enter an additional expense.
    • Note: When adding an expense in Smokeball billing, you can also add an attachment.

  • Print checks from operating accounts for any expenses for payments.

  • Select "add expense entry" from the Home Screen or Time & Fees View and follow the same steps as above.

  • For quick manual entry of expenses, set up Activity Codes and use the quick expenses entry bar.


Did You Know

  • You can add last minute expense entries while you are creating a invoice


 

 

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