Automatically upload invoices to Smokeball
Often our law firm clients want to store invoices against their matters, we are thrilled to share that this is now an optional, fully automated process! For those that have been completing this manually, this new functionality will save you serious time and streamline daily workflows.
When enabled, as soon as your Firm Owner finalises an invoice, the Invoice PDF is created an added against the matter automatically. The invoice is applied into an automatically created folder: Documents > Billing > Invoices
To enable this feature simply navigate to the Firm Settings page within Smokeball Windows native app, and select the Time & Settings section > Billing Integrations.
Often our law firm clients want to store invoices against their matters, we are thrilled to share that this is now an optional, fully automated process! For those that have been completing this manually, this new functionality will save you serious time and streamline daily workflows.
When enabled, as soon as your Firm Owner finalises an invoice, the Invoice PDF is created an added against the matter automatically. The invoice is applied into an automatically created folder: Documents > Billing > Invoices
To enable this feature simply navigate to the Firm Settings page within Smokeball Windows native app, and select the Time & Settings section > Billing Integrations.
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Billing Permissions
As your firm grows, there can come a time where an individual staff member's activities and rates can become more sensitive, and it may be no longer appropriate or desirable to allow staff members to view activity or financially specific information on a matter.
To meet this need we have released User Permissions. User Permissions can be set by a Firm Owner and are designed to restrict sensitive information to best suit the firm’s needs.
User Permissions have four primary areas of access:
Full Billing Access is the default setting and will give full access to billing and staff billing-related information on a matter. Firm Owners can access permissions by logging in to the Smokeball desktop, going to the Settings icon, selecting Staff & Users, and then clicking on the Permissions button.
As your firm grows, there can come a time where an individual staff member's activities and rates can become more sensitive, and it may be no longer appropriate or desirable to allow staff members to view activity or financially specific information on a matter.
To meet this need we have released User Permissions. User Permissions can be set by a Firm Owner and are designed to restrict sensitive information to best suit the firm’s needs.
User Permissions have four primary areas of access:
- Full Billing App Access: This gives full access to all billing, and is the default permission
- Hourly Rates: This will show or hide a staff member's individual rates, though will still show time entries
- Time Entries: This will show or hide a staff member's time entries, including the rates
- Billing Widget: This will show or hide the Billing widget shown on a matter, which contains financial information about that matter
Full Billing Access is the default setting and will give full access to billing and staff billing-related information on a matter. Firm Owners can access permissions by logging in to the Smokeball desktop, going to the Settings icon, selecting Staff & Users, and then clicking on the Permissions button.
Get in Touch to Learn More
If you have any questions regarding these new updates, please reach out to our support team on 1300 33 55 53, support@smokeball.com.au.
If you have any questions regarding these new updates, please reach out to our support team on 1300 33 55 53, support@smokeball.com.au.