Business Accounting
CosmoLex has fully integrated legal accounting which happens automatically as you go about your normal activities in CosmoLex.This article is to walk you ...
Wed, 21 Feb, 2018 at 9:24 AM
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...
Sun, 15 Apr, 2018 at 7:30 PM
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...
Thu, 11 Jan, 2018 at 9:22 AM
To Add an Operating Bank Transaction:
Go to Accounting > Bank
Select the appropriate Operating Bank
Click Details
Under Transa...
Thu, 11 Jan, 2018 at 9:33 AM
Adding Operating Retainer from Matter Landing Page: Select the Matter on the main page, then click "Operating Retainer". This will create a d...
Sun, 15 Apr, 2018 at 7:45 PM
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...
Sun, 15 Apr, 2018 at 7:48 PM
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...
Thu, 11 Jan, 2018 at 9:49 AM
Go to the Accounting > Bank Tab
Select the requested operating bank
Click Details
Select Transaction Tab
Action > Print Checks
This wi...
Tue, 9 Jan, 2018 at 9:52 AM
To Reprint Operating Check: From Accounting: Go to Accounting > Under Bank Tab, select the Operating or Business Account > Click Details ...
Tue, 9 Jan, 2018 at 10:10 AM
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...
Sun, 15 Apr, 2018 at 8:06 PM