In Cosmolex, you can view matter transactions for a client-matter such as trust transactions, invoice payment deposits from the client, as well as hard cost expense transactions.


To View Trust Transactions for the Matter:


  • Go to Matter Landing Page > Select the client matter > Click Details



  • On Matter Details Page > select Banking Tab > Under transactions section, change the status in the search filter to Trust



You will be able to see all the trust transactions associated with the client matter.



To View Operating Bank Transactions for the Matter:


The transactions viewed here would be deposits from invoice payments paid by the client or any hard cost expenses.


  • Go to Matter Page > Select the client matter > Click Details



  • On Matter Details Page > select Banking Tab > Under transactions section, change the status in the search filter to Operating



You will be able to see all the operating transactions associated with the client matter.