Release No: 4.3
Release Date: September 12, 2016

NEW FEATURES & ENHANCEMENTS

INDIVIDUAL BANK LEVEL ACCESS RESTRICTION SETTING FOR EACH USER
CosmoLex is an integrated billing & accounting system. However, that does not mean, all of your firm’s CosmoLex users should be able to access bank details. This is a fine balance - normally firms want their users to be able to do “matter financial activities” such as receive invoice payments or receive retainers. But they may not want same users to be able to access bank ledgers which may show operational expenses such as payroll. With this update, you can set individual bank level access for your users providing your firm’s CosmoLex administrator a much more granular control.

INDIVIDUAL REPORT LEVEL ACCESS RESTRICTION SETTING FOR EACH USER
CosmoLex is an integrated billing & accounting system with over 50 sophisticated financial reports. However, that does not mean, all of your firm’s CosmoLex users should be able to access all reports. This is a fine balance - normally firms want their users to be able to do “matter related reports” such as pre-bill reports or timekeeper’s time reports. But they may not want same users to be able to access balance sheet or income statement. With this update, you can set individual report level access for your users providing your firm’s CosmoLex administrator a much more granular control.

MARK INVOICES AS “FINAL” IN BULK
You can now mark ALL (or selected few) invoices in “Unfinal” status to be final in bulk. This eliminates the need to individually select invoices post billing and marking those as “Final”. Unfinal function remains same i.e. to be performed one invoice at a time.


MISCELLANEOUS
  • Matter summary landing page improvements
  • Bulk transaction imports speed performance enhancements


FIXES
  • Around 10 other Major and Minor issues have been resolved.