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Managing Transactions

Manage Banking Transactions from within CosmoLex

How to Enable Bank Feed
Note: This feature can be used for the Trust, Operating, and Credit Card Account. To Enable Bank Feed: Go to Account > click Add-Ons > Turn O...
Thu, 26 Apr, 2018 at 3:43 AM
How to Match Invoice Payment Transactions in Bank Feed
In Cosmolex, you have all your invoice payment transactions entered. But when you start getting these transactions in the bank feed, you want to make sure t...
Thu, 26 Apr, 2018 at 3:47 AM
Mapping Rules for Importing Bank Transactions
Mapping rules are used to automatically rename payees as well as memorize accounts when importing bank statement transactions. Additional mapping rules are...
Thu, 26 Apr, 2018 at 3:51 AM
How to Get Electronic Format Bank Statements (QBO)
We only support file type QBO. Almost all banks offer that. Otherwise, you can use 3rd party utilities or work with our consultants to convert your statemen...
Thu, 26 Apr, 2018 at 4:16 AM
Importing Bank Transactions (Historical Operating & Trust)
When it comes to Operating and Trust Banks, the only time you should need to import bank transactions is for migration purposes when you first start using...
Thu, 26 Apr, 2018 at 4:28 AM
FAQs For Importing Bank and Credit Card Transactions
  What happens if the transaction was already in the books (in CosmoLex)? What determines a match? For deposits type transaction, date AND a...
Mon, 21 Aug, 2017 at 9:12 AM
How to Account For a Bounced Deposit Check
You might receive a check which gets deposited into the bank, and a few days later may bounce. During that time, you likely applied that check to one or mor...
Thu, 10 Aug, 2017 at 11:37 AM
How To Account for a Transaction Voided in the LawPay Portal
If you are using LawPay with your CosmoLex, it is best to perform all your credit card transactions through your CosmoLex software. However, let's say ...
Thu, 26 Apr, 2018 at 4:39 AM