Accounts Receivable The Accounts Receivable report lists AR activity for a specific matter owner or all matte…
Invoice Journal The Invoice Journal shows a breakdown of all invoice details (amounts), payments receiv…
Invoice Change/Write-offs – Journal The Invoice Change/Write-offs Journal shows a breakdown of all changes and write-offs…
Invoice Payment Allocation Report This report details the general ledger allocations for each invoice payment within a tim…
Operating Retainer by Matter The report displays balance for each operating bank if the amount is greater than $ 0.00. I…
Operating Transfer Record The CosmoLex software allows you to transfer operating funds from one matter to another.…