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Trust Accounting

How to Add a Trust Transaction
To add any Trust Transaction, you must first select the Matter, on the main Matter screen. Choose the type of transaction (deposit, check etc) and it...
Tue, 9 May, 2017 at 10:00 AM
How to Edit/Delete a Trust Transaction
The best way to locate a trust transaction is to go to: Go to Accounting > Bank tab.  Select the appropriate trust bank. Click > Details. ...
Tue, 23 May, 2017 at 11:19 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...
Tue, 23 May, 2017 at 11:31 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, 4 May, 2017 at 5:53 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 ...
Tue, 13 Jun, 2017 at 1:21 PM
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 your transferring funds between two re...
Tue, 2 May, 2017 at 2:39 PM
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...
Tue, 9 May, 2017 at 5:53 PM
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 botto...
Tue, 9 May, 2017 at 5:56 PM
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...
Wed, 10 May, 2017 at 5:07 PM
How to Show Payee Address on Checks (Trust)
In Cosmolex, you can have the payee address show on your trust checks when printed. Go to Setup > Firm Preferences > where it says “Checks Pr...
Sun, 25 Dec, 2016 at 10:18 PM