CosmoLex has fully integrated legal accounting which happens automatically as you go about your normal activities in CosmoLex.This article is to walk you ...

In Cosmolex, you have the option to set a default chart of account for payees so when you enter a transaction for a business expense such as a phone bill, o...

All firm expenses can be paid in CosmoLex because it has a complete Chart of Accounts. Go to the Accounting tab Choose the Bank tab Locate Business Ac...

To Add an Operating Bank Transaction: Go to Accounting > Bank Select the appropriate Operating Bank Click Details Under Transa...

Adding Operating Retainer from Matter Landing Page: Select the Matter on the main page, then click "Operating Retainer". This will create a d...

Best way to locate a transaction is to: Go to Accounting > Bank Select the appropriate Bank Click Details Under transactions, you will see a list...

There are times when you need to void an operating transaction such as a bounced check for a business expense. In Cosmolex, you want to make sure you have a...

Go to the Accounting > Bank Tab Select the requested operating bank Click Details Select Transaction Tab Action > Print Checks This wi...

To Reprint Operating Check: From Accounting: Go to Accounting > Under Bank Tab, select the Operating or Business Account > Click Details ...

The most useful purpose of importing transactions on a regular basis is to import your monthly credit card statements into your credit card bank in CosmoLe...