Add an Operating Bank Transaction
You can add an operating bank transaction within CosmoLex.
To add an operating bank tran…
Business Accounting
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Edit an Operating Bank Transaction
You can edit an operating bank transaction even if it includes posted or reconciled items… -
Void an Operating Bank Transaction
Void Transaction Feature The void function in CosmoLex can be used to record: NSF (bounce… -
Manage Your Operating Retainers
Some jurisdictions allow you to accept and retain client funds in your firm’s oper… -
Manage Accounts Payable
You can record, track, and mark firm bills paid through accounts payable. Watch a Video Ad… -
Record Payment for Accounts Payable Bills
You can record payment for individual and multiple accounts payable (AP) bills. Watch a… -
Post an Accounts Payable Bill to a Matter
You can post an accounts payable (AP) bill to a matter or to multiple matters. Watch a Video… -
Manage Your Accounts Payable Credits
You can manage your accounts payable credits to ensure proper application to future paya… -
Customize Your Chart of Accounts
Though CosmoLex provides a complete Chart of Accounts (COA) for your firm, you may need to… -
Accessing Your General Ledger Accounts
Your General Ledger is split between two locations: Accounting > Bank Accounting >… -
Manage Your Credit Card Expenses
You can manage your credit card expenses for reporting and accounting purposes. Add a Cr… -
Record a Credit Card Payment
You can record your credit card payments to ensure proper tracking, reporting, and accou… -
Record a Bank-to-Bank Funds Transfer or Credit Card Payment
You can record internal fund transfers between operating accounts, or between credit an… -
Record a Credit Card Rebate
You can record rebates that appear on your credit card statement for office supplies, com… -
Create a Journal Entry
Sometimes you may need to make a journal entry that affects specific general ledger accou… -
Record Business Charges Made on Personal Credit Cards
Sometimes firms need to track business and hard cost expenses charged to an attorneyR… -
Manage Your Petty Cash Account
You can create a petty cash account to manage your petty cash transactions and perform acc… -
Record a Loan or Line of Credit
You can track your line of credit and loan payments in CosmoLex. Your loan principal shoul… -
Record a Payroll Journal Entry
The easiest way to record payroll in CosmoLex is to use the journal entry feature. You can e… -
Record Non-Fee Income
You can record the outside income you receive for activities such as mediation and speaki…
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