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Statements

  • March 19, 2026
  • 1 reply
  • 5 views

I have lost the ability to create a statement for the entire life of an account.  The “all time”  selection is gone and if I do a custom date, I can only go back 1 year.  

Best answer by Chad Holaway

Hi Toby,

We’ll be adding back in the ability to run statement for all time for a contact or matter.  Be on the look out for an update next week.

Best,

Chad Holaway

1 reply

  • Smokeball Team
  • Answer
  • March 20, 2026

Hi Toby,

We’ll be adding back in the ability to run statement for all time for a contact or matter.  Be on the look out for an update next week.

Best,

Chad Holaway