Getting started with triConvey Billing

triConvey offers a web app designed to streamline billing as well as matter management.

Table of Contents

• Getting Started
• Enable the triConvey Billing Integration
• Accessing the triConvey Companion Site Web App
  • From the triConvey Desktop App
  • From your Web Browser
• Next Steps

Getting Started

If you are migrating from an existing billing program, you should complete the current billing cycle in that program, transfer any balances due and deposits to triConvey and then start billing in triConvey.

Enable the triConvey Billing Integration

Once you have completed the final billing cycle with your previous billing program, you need to activate the Companion Site web app. 

1.    Select the gear icon from the top right corner of the triConvey Desktop App.

2.    Select Time & Billing.

3.    Tick Enable integration of Time & Disbursements.

4.    Under the Time & Activities tab, set your Billing Units for rounding entries.

5.    Under Billing Integrations, select triConvey Billing.

6.    Select Save.

Accessing the triConvey Companion Site Web App

From the triConvey Desktop App

Once you have enabled the triConvey Billing integration in triConvey Settings, you can access it anytime from the Billing icon in the triConvey Action Bar.

From your Web Browser

Alternatively, bookmark https://app.smokeball.com.au/ to access it anytime and on any device that runs the Google Chrome or Microsoft Edge web browser.

Next Steps

We recommend that your Firm Settings in the web app are configured to your firm's preferences before you start recording billing transactions.