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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 ...
Mon, 21 Aug, 2017 at 3:42 PM
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...
Mon, 21 Aug, 2017 at 4:50 PM
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&...
Mon, 21 Aug, 2017 at 4:49 PM
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...
Mon, 21 Aug, 2017 at 5:34 PM
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...
Mon, 21 Aug, 2017 at 4:52 PM
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...
Mon, 21 Aug, 2017 at 5:38 PM
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 ...
Mon, 21 Aug, 2017 at 5:47 PM
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...
Mon, 21 Aug, 2017 at 5:50 PM
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,...
Mon, 21 Aug, 2017 at 5:54 PM
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...
Mon, 21 Aug, 2017 at 5:57 PM