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Smokeball Q&A

Smokeball Q&A

Not sure how to do something in Smokeball? Just ask! Here you'll find answers from Smokeball users and learn best practice tips & tricks from the experts.

653 Conversations

A

Anonymous

posted in General Q&A

Hotkeys and keyboard shortcuts - do you use them?

There’s been a few conversations here in the community about wanting to use keyboard shortcuts or hotkeys in Smokeball to quickly get something done without extra mouse clicks. For example, CTRL+S to save CTRL+F to find something are pretty common ones in other software.We know @atharkhan would love to use keyboard shortcuts when tagging emails and @JKibler to open and save a memo. Our own @Sara Sultan loves them, and can probably teach us all a thing or two!Do you use keyboard shortcuts too? What would use use them for?Answer our poll and put in your suggestions in the comments or send us a feature suggestion - we love hearing your thoughts.(and, if you’re wondering what’s currently possible in Smokeball, @leonzhou gave an example)

SKB_user77Contributor

asked in General Q&A

Repeated automatic billing folders

Hi everyone,Just a quick one - we have set up Smokeball so that when we create a bill for a matter and finalise it, it automatically saves to the matter in a ‘Billing’ folder. However, matters that are being billed a second or third time are not being saved into the same folder (the one already made) - Smokeball is creating a new billing folder every single time we issue an invoice.Is there a way to fix this so every matter doesn’t have several billing folders, and all invoices are saved to the first folder created?Cheers! MJ

mallorylarkbyContributor

asked in General Q&A

Smokeball and New Outlook

Has anyone started using the New Outlook and been able to link e-mails to matters to Smokeball?

Kim HawrylukContributor

asked in General Q&A

invoice payments

Is there a way to change the default payment method to ‘Bank Transfer’ when adding a payment against a bill? The default is Cheque - and who uses those these days? It only takes a second or two, but manually changing it for every receipt is a bit of a pain.

ERJContributor

asked in General Q&A

Too Many Notification Pop-ups

My firm just transferred over to Smokeball. We have always been heavy on IMs, but the notifications on the Smokeball desktop are pretty annoying. Is there a way to get the pop-up notifications to go away?

JGDLG4Contributor

posted in General Q&A

ADOBE PDF PROBLEMS

Is anyone having difficulty opening PDFs saved in smokeball lately? For the past month when opening PDFs it takes an annoying amount of time for it finally to open.

Cade BandittContributor

asked in General Q&A

How do we create email precedents on smokeball?

How do we create email precedents on smokeball?

ellieContributor

asked in General Q&A

Cannot open documents or pdfs

Message: error processing some documents I cannot find a fix for this problem. Reinstall smokeball?

CakeatStanfordContributor

asked in General Q&A

No Export available for Tasks

I see from searches that I can export my task list, however my nav bar does not include Export. How do I add Export as a choice? I am not an administrator for our Smokeball service.

AshlieBeginner

asked in General Q&A

Is there a matter that works for Writ of Garnishments?

Wondering which matter works best for Garnishment cases?

Premier Legacy LawContributor

asked in General Q&A

Client List Report

I have generated a client-full list report using the broadest categories to show me all the clients in the past year. I have checked this list against the open and closed matter list and the client-full list report seems to be randomly missing entries for clients. I have tried to rerun the report multiple times and I get the same results. I have confirmed the clients missing on the report are listed as clients in their respective matters. I’m at a loss.The online support article doesn’t cover how to troubleshoot this issue. Any guidance would be greatly appreciated. We are just trying to get a client list with all their contact information. While you are at it, if Smokeball can allow the export feature to Excel not merge cells randomly, that would be really helpful. This prevents us from being able to sort the information.

Carolyn16txContributor

asked in General Q&A

Billing Clients With Multiple Matters

I have a bunch of questions and will set up a Billing Q&A, but I thought that here I might be able to get a change for more suggestions, perhaps from someone who has a good workaround.I am a sole business transactional attorney. Many of my clients will have multiple matters running at the same time (eg: 2 trademarks; 3 major contracts; 1 re-draft of their in-house NDA). They do NOT want to get 6 invoices this month.I’ve been using “combined pdf with cover letter” which is a great start. But, my understanding is, that cannot be emailed from within Smokeball billing. Question 1: Can I email the combined pdf with cover letter invoices from within smokeball?What I’m doing so far is to download that Cover letter with the invoices to my desktop outside of Smokeball. I’ve created an Outlook email cover letter, and I sent that out. BUT… what I didn’t anticipate was, the client still has to click on each invoice to pay.Question 2: Am I correct that the client then has to pay for each matter

KerrilHContributor

asked in General Q&A

Invoice vs Statement of Account

EDIT: I have solved this for now but can’t delete questionHi All I have been asked to provide a statement of account for a client rather than just the invoice. No payments have been made as yet. Is there a way to create the statement of account from the invoice file?TIA for all assistance.

Legal SecretaryRegular

asked in General Q&A

Account details

HI there. When I send a statement to a client to chase up an overdue account, there are no account details listed, nor an option to set up a template so that I can provide our account details.Generally, from my experience, the people who have overdue accounts are the people who don’t save our account details for payment next time, this means when I chase them, I have to provide additional details in relation to our bank account.Please make provision for our bank account details to be provided at the bottom of an overdue statement.And, please don’t suggest I send from the “Reminders” tab because that will only send it from my personal email address and not from our generic “accounts” email address, which is where we want all our accounts related emails to be sent from which means a number of people can access that inbox (in case I am away). I have previously asked for that to be changed, and I was told I could change it, but I can’t.

JenH1000204Contributor

asked in General Q&A

past due balances

Is there a way to generate invoices for when a client has a balance due, but no new work is done? Besides using the “reminders” tab??

JenH1000204Contributor

asked in General Q&A

Is there a way to generate invoices for when a client has a balance due, but no new work is done? Besides using the “reminders” tab??

jasonbContributor

asked in General Q&A

Disable Working Time FIeld?

Is there a way to disable or hide the working time field entry? It is creating confusion for our attorneys and errors in billing entries. We just want one box to enter billed time. I don’t know why we would do work and not bill it. If we did, we would mark it not billable.Thanks.

AmyRosenlundContributor

asked in General Q&A

Why can't I find phone messages when I do a search?

I don’t understand how to find phone messages through search. I don’t see them show up as a time matter either. I think we are missing time on bills because of this. Is there a way to fix this or should I not be using phone messages the way I am because I cannot seem to track them at all.

MSINDCContributor

asked in General Q&A

Addresses of Contacts Who Are Part of a Company

I have an existing Contact who has joined the local Attorney General’s office. Therefore, I opened the contact record for the Attorney General’s office and clicked on “Add Another Person” at the bottom of the list of all of my contacts already there and successfully linked my contact to the office.But there is no address in that person’s contact record.The address from the Attorney General’s Office contact did not fill in the address fields of the individual whom I just added.Is there a way to tell Smokeball that the employee of the company uses the address in the company’s contact record?

BrudahContributor

posted in General Q&A

What is the process to making a trust payment (eft) to a client and also to general for invoice payment

janehContributor

asked in General Q&A

Discounting invoices to a flat number?

Discounting invoices When entering the amount in the discount field, we have to enter the amount before GST is factored in. Is there a way to apply a discount after GST is factored in?Alternatively, if I want my invoice to end up being a round number, what is the calculation I need to apply to figure out the discount?

Reckless_KellyContributor

asked in General Q&A

Errors with Archie

Is anyone else experiencing errors when using Archie?I have had several instances where I will ask Archie to create an outline of a document, usually an intake form, and the information that Archie provides is incorrect. For example, it will list the correct date of birth but the age will be off, an it has even gone so far as to add a date of death to a client who is very much alive.When reviewing specific documents, the information that it will return is sometimes wrong or missing important parts. When I ask about the specific section of the document, it will sometimes tell me that the section does not exist.This seems like it could be a great tool, but I’m currently second guessing everything that it tells me.Charles

SallyBergmanContributor

asked in General Q&A

Issues with Smokeball on Mac running Parallels

Is anyone else having issues with running SB on Mac via Parallels? While I can open it and it works fine, if I multitask with other programs and then come back to SB, hover over the icon to show the open SB pages, they’re all white and I can’t activate them. I have to close down SB and start over. This is happening quite frequently. This is occurring on two new M-based Macs. It does not happen on my PC.

HolliKHoustonContributor

asked in General Q&A

Yes/no toggle in custom intake forms?

Hi all, I’m new to SB and working to set up some customized intake forms. In the pre-loaded questions, for yes/no questions, there is a little toggle button at the bottom that lets someone choose yes or no. But, I’m not finding that toggle switch in any questions which I create myself. I seem to be able to only use the “choice” button and then create yes and no options. Am I missing it somewhere?

Mallory SContributor

asked in General Q&A

Bill Preview PDFs in Chrome

I review and approve my invoices in Chrome. After I am done reviewing my time and fees, I click “View Preview” on the right hand side. When I do that, I get a message that says “This browser does not support PDF!” I have other people in my office that use Chrome and don’t have this same issues. How do I fix this?

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