FAQ: Why does my matter not appear in Efimis?
This applies to firms integrated with Smokeball (EvolveGo). The matter sync described below is the desktop-to-cloud sync between Smokeball Desktop and the Efimis Accounts side.
A: The required fields have not been configured correctly
A matter might appear on your Desktop, but not in Efimis if specific required fields are not completed.
In order to ensure a matter is syncing to Efimis correctly, first check the required fields within the matter on the desktop.
Fields Required for Sync
To ensure a matter syncs correctly and appears in Efimis, the following fields must be filled out:
- Division
- Description
- Person Responsible
These fields are highlighted in red in the matter information form. Ensure they are completed to avoid syncing issues.
If a matter does not have the above fields entered correctly, this will also affect any WIP/time entries, cost recoveries and disbursements from syncing to Efimis.
Troubleshooting
If the above fields have all been entered correctly and the matter still does not appear or entries are not syncing correctly, ensure the following:
- Matter is not closed
- If the matter details include a closed date, any work entered after the date has been set will no longer sync to Efimis as the system assumes no further work will be added. If you wish to add additional time or disbursements, first remove the closed date.
- Matter must have a client
- A client must be set in the desktop, and it must exist in Efimis. If there are multiple clients, then they all must exist in Efimis.
- If Supervisor is set, then they must exist in Efimis.
- If Person Assisting is set, then they must exist in Efimis.