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

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 Transaction which is a Designated Client Fund (Retainer): Select the Matter on the main page, then click "Operating Retainer&...

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

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 for importing transactions on a regular basis is to import your monthly credit card statements into your credit card bank in Cosmo...

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,...

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...