When creating a new Contact, triConvey will now check if a similar contact already exists in the system and display a Possible Duplicate window if a match is found. From this window, you can validate the contact and proceed with creating the new contact if they are not a duplicate.
15 June 2026
A setting to include your operating account's Account Name along with the BSB and Account Number on invoices has been added to the Firm Settings > Accounts > Operating Account Detail tab.
12 June 2026
Invoice, Trust Account and Disbursement permissions are now available on the triConvey Companion Site Web App.
For Invoice permissions, the access options are Full Access, Read Only and No Access.
For Accounts permissions, the access options are Full Access, Read Only and No Access.
For Disbursement permissions, the access options are Full Access and Read Only.
We are pleased to announce our new payments solution, Smokeball Payments. As an alternative to Stripe, get paid faster with debit and credit card Pay Now links on invoices, and securely collect trust deposits from your clients for peace of mind.
26 June 2026
Improvements to preventing duplicate contacts
When creating a new Contact, triConvey will now check if a similar contact already exists in the system and display a Possible Duplicate window if a match is found. From this window, you can validate the contact and proceed with creating the new contact if they are not a duplicate.
15 June 2026
A setting to include your operating account's Account Name along with the BSB and Account Number on invoices has been added to the Firm Settings > Accounts > Operating Account Detail tab.
12 June 2026
Invoice, Trust Account and Disbursement permissions are now available on the triConvey Companion Site Web App.
Learn more about what each permission set covers.
9 June 2026
Smokeball Payments
We are pleased to announce our new payments solution, Smokeball Payments. As an alternative to Stripe, get paid faster with debit and credit card Pay Now links on invoices, and securely collect trust deposits from your clients for peace of mind.
Learn more about Smokeball Payments and how to apply.
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