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Trust Accounting

Comprehensive trust accounting support for CosmoLex

How to Add a Trust Deposit Transaction
To Enter a Trust Deposit Transaction from Matter Page: Click Matters in the side panel > Select the Matter > Click Trust Deposit In ...
Thu, 10 May, 2018 at 2:18 AM
How to Add a Trust Payment Transaction
To Enter a Trust Payment Transaction from Main Matter Page: Click Matters in the side panel > Select the Matter > Click Trust Payment I...
Thu, 10 May, 2018 at 2:22 AM
How to Edit/Delete a Trust Transaction
The best way to locate a trust transaction is to go to: Click Accounting in the side panel > Bank tab.  Select the appropriate trust bank. Click &...
Thu, 10 May, 2018 at 2:37 AM
How to Void a Trust Transaction
There are times where you need to void a trust transaction such as a bounced trust check. In Cosmolex, you want to make sure you have a record of this voide...
Thu, 10 May, 2018 at 2:47 AM
Internal Transfer of Trust Funds Between Matters for the Same Client
In Cosmolex, you can internally transfer trust funds to between matters for the same client. This feature is great if you're transferring funds between...
Thu, 10 May, 2018 at 2:56 AM
How to Print Trust Checks
First, be sure when you enter your checks as a transaction, you have the "to be printed" box checked. When that is marked, your transactions will ...
Thu, 19 Apr, 2018 at 5:30 PM
How to Reprint Check (Trust)
To Reprint Trust Check: Note:  If the check is linked to an invoice payment (example: using trust retainer to pay an invoice), you would need to delete ...
Thu, 10 May, 2018 at 2:59 AM
How To Import Your Closing Ledger
Many of our customers who use CosmoLex also use Easy-HUD or Easy-CDF for their Real Estate Closings. Within CosmoLex you can import your ledger from Easy-HU...
Thu, 10 May, 2018 at 2:59 AM
Allowing Negative Balances/Duplicate Checks
These settings allow you to have a negative amount and create checks with the same numbers in your bank. Please make sure to read the RED NOTE at the bottom...
Wed, 14 Feb, 2018 at 9:24 AM
How to Request an Online Trust Retainer Payment
In addition to entering credit card information in-house, with CosmoLex+ LawPay, you also have the ability to request online trust retainer payments by emai...
Thu, 10 May, 2018 at 3:08 AM