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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 Set a Default Chart of Account for Payees
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...
Wed, 1 Nov, 2017 at 10:11 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...
Mon, 21 Aug, 2017 at 4:50 PM
How to Add an Operating Bank Transaction
To Add an Operating Bank Transaction: Go to Accounting > Bank Select the appropriate Operating Bank Click Details Under Transa...
Tue, 3 Oct, 2017 at 9:36 AM
How to Add an Operating Retainer
Adding Operating Retainer from Matter Landing Page: Select the Matter on the main page, then click "Operating Retainer". This will create a d...
Mon, 2 Oct, 2017 at 10:01 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...
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...
Thu, 19 Oct, 2017 at 9:22 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...
Thu, 9 Nov, 2017 at 9:36 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 ...
Thu, 19 Oct, 2017 at 9:37 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...
Thu, 19 Oct, 2017 at 10:00 AM