Release No: 4.5

Release Date: December 13, 2016


NEW FEATURES & ENHANCEMENTS


HISTORICAL FINANCIAL TRANSACTION MIGRATIONS FOR BUSINESS & CREDIT CARD ACCOUNTS

Efficiently import historical operating bank transactions from an Excel or CSV dataset. Incoming chart of accounts can be mapped with CosmoLex chart of accounts at one central place and applied to ALL the transactions being imported. Imported transactions’ bank clearance status can be preserved. Entire process is designed to migrate business accounting data from legacy systems or generic business accounting programs fast and accurate.


HISTORICAL FINANCIAL TRANSACTION MIGRATIONS FOR TRUST ACCOUNTS

Efficiently import historical trust bank transactions from an Excel or CSV dataset. Incoming matter/project names can be mapped with CosmoLex matters at one central place and applied to ALL the transactions being imported. Imported transactions’ bank clearance status can be preserved. Entire process is designed to migrate trust account data from legacy systems or generic business accounting programs fast and accurate.


EXPORT COSMOLEX DATA AS PDF/EXCEL OR CSV FORMATS

Throughout the application, “Export” button is added to quickly extract required information from CosmoLex in PDF, Excel or CSV formats.


REPORT VIEWER

All CosmoLex reports can now be viewed on-screen prior to download in PDF or Excel formats.


ENHANCED 1099-MISC PAYEE REPORT

CosmoLex stored payees can now be classified as “eligible for 1099”. This makes CosmoLex 1099 payee list more accurate for firm’s 1099 reporting needs.



FIXES

  • Display issue with multi-day calendar events
  • Issue related to sorting of Invoice by Invoice #