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Folks:

I am a new Smokeball user, transitioning from an old version of Time Matters.  I have many unbilled time records that I intended to import to Smokeball.  Based on Smokeball’s help files, I knew that my Matters had to be imported and validated before I could import time entries.

But the “Unbilled Time & Fees” option in the Import function is grayed out.

When I addressed this with my onboarding agent, she told me that I cannot import time and fees except when importing matters.  No one else at Smokeball has told me that and that appears to be inconsistent with the Smokeball help files.  “Finalize matters import before importing time and “Import time when you are importing matters” just don’t jive!

Does anyone know how I can get the import function unblocked and how I can get these records imported?

Micah

 

Hi Micah,

Our import tool has some limitations, and the ability to import unbilled time and fees is still under active development. We recognize that this feature would be highly beneficial to your operations, and our team is diligently working to make it available as soon as possible. Here is an article that guides the process of Time & Fixed Fee entry but I would also encourage you to schedule additional time with a billing expert to guide the process. 

 

Best, 

Kasey

If it is still an option to use time matters you can bill the time through that program and then just bring over your balance like you do with the rest of your clients.  Since it would seem like it could be an issue of billing the time through smokeball during a time before you were a smokeball user.   I am just a lowly smokeball user, I like to think I am at least a user with average knowledge of the program, but not a smokeball developer so take that into account.  

Yes, we still pay for a skeleton version of our old billing/management program to provide detail and reconcile billing on old, yet unclosed, matters that predate SB.  It’s kind of a pain as some matters are dragging on for years.  

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