• Release No: 5.3.6

    Release No: 5.3.6 Release Date: March 22nd, 2018 Misc usability enhancements Activities -> Email Based on customer requests, only ‘un-tagged’ emails will show in the Inbox as a default.  A new check template ‘Standard (Stub-Check-Stub)’ has been added

  • New CosmoLex Features (August 1, 2017)

    Release No: 4.9.5 Release Date: August 01. 2017 NEW FEATURES & ENHANCEMENTS  Comprehensive Support for Goods & Service Taxes Availability of additional tax rates for states/provinces where two separate taxes are levied. Ability to custom title tax types such as GST, HST, PST, QST etc. Ability to override tax rates…

  • New CosmoLex Features (Jun 3rd, 2017) pt 2

    CosmoLex Release Notes Release No: 4.9 Release Date: June 03, 2017 NEW FEATURES & ENHANCEMENTS Drillable Dashboards CosmoLex App’s homepage contains many firm level and user level dashboard data sets. Goal is to provide key information readily available as soon as you login so you can keep a pulse on…

  • New CosmoLex Features (June 3rd, 2017)

    Release No: 4.9 Release Date: June 03, 2017 NEW FEATURES & ENHANCEMENTS Drillable Dashboards CosmoLex App’s homepage contains many firm level and user level dashboard data sets. Goal is to provide key information readily available as soon as you login so you can keep a pulse on the practice or…

  • New Cosmolex Features (April 26, 2017)

    Release No: 4.8 Release Date: April 26, 2017 NEW FEATURES & ENHANCEMENTS Accounts Payable Module Track all of your office expenses and bills with newly added Accounts Payable Module. This will allow CosmoLex users to enter office bills when they arrive and pay as they become due or when firm…

  • New CosmoLex Features (January 31, 2017)

    CosmoLex Release Notes Release No: 4.6 Release Date: January 30, 2017 NEW FEATURES & ENHANCEMENTS Automated Bank Data Feed Module Multiply CosmoLex productivity by leveraging CosmoLex’s bank data feed capabilities. Once initial bank account connection is established, entire process is automatic. Newly cleared bank transactions will be fetched automatically and…

  • New CosmoLex Features (January 8th, 2017)

    Release No: 4.5.2 Release Date: January 07, 2016 NEW FEATURES & ENHANCEMENTS “1099 PAYEE LEDGER” REPORT  Efficiently generate payee payment ledger suitable for the purpose of 1099 issuance. You can include transactions from bank types (operating, credit, trust), automatically filter out <$600 payments as well as exclude 1099 non-eligible payees….

  • New CosmoLex Features! (December 13, 2016)

    Release No: 4.5 Release Date: December 13, 2016 NEW FEATURES & ENHANCEMENTS HISTORICAL FINANCIAL TRANSACTION MIGRATIONS FOR BUSINESS & CREDIT CARD ACCOUNTS Efficiently import historical operating bank transactions from an Excel or CSV dataset. Incoming chart of accounts can be mapped with CosmoLex chart of accounts at one central place…

  • Minor Patch Release (November 2nd, 2016) pt 2

    Integration with Office Online Release 4.4 Nov 02, 2016 Access, edit and save OneDrive documents all from CosmoLex using Office Online. This is a major productivity multiplier for Office 365 subscribers as now you can edit your documents from within CosmoLex on any device even when local Office is not…

  • Error: Node “” was not found in the collection Parameter name: node

    Why is this happening? This error can occur when printing an invoice if there have been certain changes made to the invoice template.  How to fix this error? The first step is to go to Setup>Firm Settings>Invoice Templates Find your usual template and click edit. If you’ve only made minor changes…

X
X