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Business Accounting

Comprehensive business accounting support for CosmoLex

How do I Change an Account Type On the Chart of Accounts (COA)?
Go to the Accounting tab Choose Chart of Accounts tab Select the account you want to change Click Edit. In the pop-up box choose the Account Type you ...
Sun, 15 Apr, 2018 at 8:16 PM
How To Create Sub-Accounts for My General Ledger Accounts
Go to the Accounting tab Choose Chart of Accounts tab Click Add to create a new account. In the Add Account window: Number: (Best Practice) U...
Sun, 15 Apr, 2018 at 8:26 PM
How to View and Use an Accounts Register
To Access the Register for a Particular Account: Go to the Accounting tab > Chart of Accounts.  Locate the account and click the Orange Details ico...
Sun, 15 Apr, 2018 at 8:36 PM
How to Create a Journal Entry
A journal entry is used to move amounts from one general ledger account to another. Journal entry is a sophisticated accounting activity; please check with...
Thu, 11 Jan, 2018 at 10:15 AM
How to Automatically Apply Loan Payments to the Balance Sheet Loan Account
Go to Accounting > Bank > Transaction > Click Add > Payment Complete Transaction, including Payor, and Check Remember Payee When selecting...
Thu, 8 Feb, 2018 at 9:44 PM
April 2015 - How Will The New Business Accounting Changes Affect My Program?
Please complete "Getting Started Guide"" steps 1-3 prior to handling any migration tasks or adjustments.   Migration Customers - If you w...
Wed, 23 Aug, 2017 at 9:23 AM
How to Post Other Income
Many firms receive outside income for Mediation, Speaking Events, etc. to record income other than fee income.  Follow these steps:   Go to Accounti...
Thu, 8 Feb, 2018 at 9:46 PM
End of Year Accounting Guide
You’ve reached the end of your fiscal year!  The following process will help you with tax preparations:   Reconcile all bank accounts through December ...
Sun, 14 Jan, 2018 at 5:52 PM
How to Set Up Petty Cash
Petty cash is, essentially, a bank account. While CosmoLex doesn't have a specific petty cash designation, you will need to post transactions to the ac...
Wed, 23 Aug, 2017 at 9:31 AM
How to Show Payee Address on Checks (Operating)
In Cosmolex, you can have the payee address show on your checks from the Operating Account when printed. Go to Setup >Firm Settings > Firm Prefere...
Sun, 15 Apr, 2018 at 8:43 PM