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Business Accounting

Legal Accounting - Getting Started
CosmoLex has fully integrated legal accounting which happens automatically as you go about your normal activities in CosmoLex.This article is to walk you ...
Fri, 9 Jun, 2017 at 10:03 AM
How to Record My Business Expenses
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, 13 Apr, 2017 at 10:04 AM
How to Add an Operating Bank Transaction
To add an Operating Transaction which is a Designated Client Fund (Retainer): Select the Matter on the main page, then click "Operating Retainer&...
Thu, 11 May, 2017 at 9:59 AM
How to Edit/Delete an Operating Bank Transaction
Best way to locate a transaction is to: Go to Accounting > Bank Select the appropriate Bank Click Details Under transactions, you will see a...
Thu, 13 Apr, 2017 at 10:08 AM
How to Void an Operating Transaction
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...
Tue, 23 May, 2017 at 11:46 AM
How to Print Checks (Operating Account)
Go to the Accounting > Bank Tab Select the requested operating bank Click Details Select Transaction Tab Action > Print Checks This wi...
Fri, 9 Jun, 2017 at 10:04 AM
How to Reprint Check (Operating)
To Reprint Operating Check: From Accounting: Go to Accounting > Under Bank Tab, select the Operating or Business Account > Click Details ...
Wed, 14 Jun, 2017 at 9:21 AM
Importing Credit Card Transactions
The most useful purpose for importing transactions on a regular basis is to import your monthly credit card statements into your credit card bank in Cosmo...
Tue, 23 May, 2017 at 11:50 AM
How to Track Credit Card Expenses
Checks and cash payments, of course, are tracked along with your operating bank, but a credit card is an entity all on its own. To track those transactions,...
Thu, 15 Dec, 2016 at 1:02 AM
How to Post Payment of my Credit Card Statement
In CosmoLex, we added a bank type: Credit for you to use to keep track of your credit card expenses. For help on importing these transactions, view this art...
Thu, 15 Dec, 2016 at 1:08 AM