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Time/Expense Entry

Billing Workflow Within CosmoLex
From matter set up to receiving payment on an invoice. This is known as the billing workflow. This article is meant to walk you through this process so that...
Fri, 29 Dec, 2017 at 8:39 AM
Add/Edit/Delete a Time Card
Adding a Time Card   Time cards can be added in three areas in CosmoLex: Click Matters in the side panel > select the matter > click the Ti...
Fri, 29 Dec, 2017 at 9:06 AM
Billing Status: Billable, Unbillable and No Charge
When creating a Time Card, you have the option of selecting a Billing Status: Billable, Unbillable, or No Charge **To Apply on the matter level, select the...
Thu, 18 Jan, 2018 at 2:04 PM
How To Change a Timecard to Billable from Unbillable
Follow the following instructions to convert an unbillable time card into one that is billable.  First, locate the time card you are looking to adjust....
Fri, 29 Dec, 2017 at 9:43 AM
How to Change a Client Matter Name For an Existing Time/Expense Card
There are times where you may need to change the client matter name for an existing timecard for a client matter. An example of this would be if you entered...
Thu, 28 Dec, 2017 at 10:47 PM
Editing a Hard Cost
There may be a time when after entering a hard cost that some changes need to be made after the fact. Since hard costs involve both a transaction and an exp...
Fri, 29 Dec, 2017 at 3:50 PM
How to Delete a Hard Cost
To Delete Hard Cost Not Linked to Invoice: Click Accounting in the side panel > under the bank section > Select operating or business account &g...
Fri, 29 Dec, 2017 at 1:24 PM
How to Remove a Hard Cost Expense From Paid Invoice
There are times where you need to remove a hard cost from a paid invoice in situations where you may have mistakenly billed the client for a hard cost. ...
Fri, 29 Dec, 2017 at 2:14 PM
How to Post an Expense to a Matter (Soft Cost)
Since CosmoLex contains fully integrated accounting, expense can be of two types Hard Cost - Billing for items in which you paid an amount out of po...
Fri, 29 Dec, 2017 at 3:24 PM
How to Enter a Flat Fee Activity for an Hourly Matter
  This feature is used wants to enter a time card for an hourly matter, but charge a flat fee for the activity as opposed to the hourly rate. To Ente...
Fri, 29 Dec, 2017 at 3:30 PM