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Matter Cost Accounting

Hard Costs vs. Soft Costs
The information provided serves as a general guide to appropriately book costs within CosmoLex.  Please contact your accountant to determine how your firm s...
Wed, 23 Aug, 2017 at 9:57 AM
How to View Matter Transactions
In Cosmolex, you can view matter transactions for a client-matter such as trust transactions, invoice payment deposits from the client, as well as hard cost...
Wed, 23 Aug, 2017 at 10:00 AM
The Difference Between Advanced Client Costs and Reimbursable Client Costs
When setting up your accounting, You must go to Setup > Firm Settings > Accounting Settings Here you must designate if you wish to allocate expenses ...
Wed, 23 Aug, 2017 at 10:05 AM
How to Post Credit Card Expenses to a Matter
Option 1 - Enter transactions contemporaneously when you charge the expense. This prevents forgetting the expense or trying to match expenses when the state...
Wed, 23 Aug, 2017 at 10:08 AM
How To Post an In-house Expenses to a Matter
I want to link certain “in-house” expenses to a matter. How do I do it? Where will the income show up? Go to Matter on Toolbar Select matter > Choos...
Wed, 23 Aug, 2017 at 10:08 AM
How to Link a Credit Card Transaction to an Expense Card Which is Already Created
I’ve created an expense card but I forgot to link the actual transaction (Paid by Bank or Credit Card) to the matter. What do I do? You can only link to...
Wed, 23 Aug, 2017 at 10:10 AM
How to Combine Costs for Multiple Matters on One Vendor Payment
When you receive a statement from a vendor for expenses that are to be applied to multiple matters, as well as operating costs, the following process should...
Wed, 23 Aug, 2017 at 10:13 AM
How To Enter Third Party Bills in a Matter
In certain types of Matters, it is necessary to keep track of bills generated during proceedings in order to pay them after the case is done or to present r...
Wed, 23 Aug, 2017 at 10:15 AM
How To Pay Third Party Bills
Follow these steps to apply payments to Third Party Bills generated during the course of a Matter.  First, make sure that the bill you are attempting to...
Wed, 23 Aug, 2017 at 10:17 AM