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trust account
trust account

Emma ErlachSmokeball Team
Head of Product for Smokeball Australia

Hi @Samantha Keogh12! Great question. You can read more about Evergreen Retainers here (our US helpdesk article site):

In a nutshell, you can set a minimum amount that each matter has to have in the trust account. For example: on my Family Law matter, I never want the trust balance to dip below $1,000. You can also set up reminder emails to be sent out asking clients for additional trust funds if the trust account is close to or below the trust threshold amount. 

Let me know if you have any questions!

how do I do the end of year report? I need to see my GFI for Lexon

In Smokeball Billing , "Choose Report" > Choose Trial Balance > Highlight Include Firm Header > Highlight Include Firm Name > Highlight Show Transaction List. Click on Generate.  It can be printed as is by click on the Print icon.  Print as a PDF or an Excel Spreadsheet.

How do I make a payment from a matters trust balance to a third party