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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...
Wed, 3 May, 2017 at 9:43 AM
Add/Edit/Delete a Time Card
Adding a Time Card   Time cards can be added in three areas in CosmoLex: Matter Page > Highlight matter > Track Time Icon - ...
Tue, 7 Mar, 2017 at 10:09 AM
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...
Tue, 16 May, 2017 at 9:26 AM
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. ...
Tue, 16 May, 2017 at 9:35 AM
How to Delete a Hard Cost
To Delete Hard Cost Not linked to Invoice: Go to Accounting > Bank tab > select operating or business account > Click details Und...
Tue, 16 May, 2017 at 9:45 AM
Billing Status: Billable, Unbillable and No Charge
When creating a Matter or Time Card, you have the option of selecting a Billing Status: Billable, Unbillable, or No Charge **To Apply on the matter level, ...
Mon, 19 Dec, 2016 at 9:13 AM
How to Post an Expense to a Matter (Soft Cost)
Since CosmoLex contains fully integrated accounting, expense can be of two types 1. Hard cost - Billing for items in which you paid an amount out of poc...
Tue, 16 May, 2017 at 9:51 AM
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...
Wed, 3 May, 2017 at 10:12 AM
Adding a Flat Fee entry to an Hourly Billed Matter
An attorney may be called upon by their client to perform a task after a hourly-billed Matter has begun, such as preparing a Power of Attorney form. Once yo...
Wed, 24 May, 2017 at 4:06 PM
Adding a Recurring Fixed Fee for a Fixed Fee Matter
There can be cases where an attorney and their client agree on a payment schedule where the client pays a set fee each month. An attorney has the option to ...
Wed, 24 May, 2017 at 4:07 PM