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Multiple trust accounts - now available to all in Smokeball Billing

Related:Billing & Trust Accounting
  • January 24, 2023
  • 4 replies
  • 202 views
Multiple trust accounts - now available to all in Smokeball Billing
Jess
Smokeball Team

After successful beta testing, Smokeball Billing now supports multiple trust accounts for all users!

This highly-requested feature makes it possible to manage trust transactions, reporting and reconciliations easily between multiple accounts. 

Get all your trust accounting done directly from Smokeball Billing in order to:

  • Keep your accounts compliant
  • Manage trust accounts across different states
  • Say goodbye to complicated workarounds

Watch below:
 

https://www.youtube.com/watch?v=d3jqiujbbrw



Read more about multiple trust accounts in our support hub.

We cover everything from how to add a new trust account to closing an account and everything in between. 

Still have questions? Click reply below or ask a question. We’d love to help!  

H

Hello

If you only operate one trust account, and it is listed as your default trust account is there a way to automatically have that listed as your trust account before this new feature is added.  Each time I receipt a trust receipt I need to select the trust account even though we only have one.  

Thank you 

Amy 

Jess
Smokeball Team
  • JessSmokeball Team
  • Smokeball Team
  • February 14, 2023

Hi Amy,

Thank you for your feedback.
Can you kindly confirm which screen in billing you are using to receipt a trust receipt? 
For example, are you doing it from within a matter of from the Accounts tab? 

Thanks again.

Kind regards,
Jess

H

Hi Jess

I am doing it from the accounts tab (the cross in the top left corner of the page).

I can see it automatically will choose my trust account if I go into the matter. 

Kind regards

Amy  

Ben
1 person likes this
  • Ben
    Ben
Jess
Smokeball Team
  • JessSmokeball Team
  • Smokeball Team
  • February 14, 2023

Thanks for confirming Amy!

Perfect, we did some recent work to have it automatically selected within the matters, so I wanted to ensure that was working as expected for you.

This is brilliant feedback, which I can record & work with our developers on.

I’ll let you know of any updates made in this space. 

Thank you again for reaching out, its greatly appreciated. 

Kind regards,

Jess


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