Manage Your Bank Accounts
The Accounting area’s Bank section allows you to track your firm’s transac…
Managing Transactions
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Link Your Bank Feed
Linking your bank feed allows you to automatically import transactions from your bank st… -
Enter a Trust Transaction Across Multiple Matters
You can apply a single trust credit (deposit) or a single trust account debit (withdrawal… -
Record Your Bank Fees
You can record your bank fees for accounting, reporting, and account reconciliation pur… -
Change a Transaction Status
A transaction’s status is listed in the Status column on any transaction screen. T… -
Create a Deposit Slip
You can use the deposit slip feature for reconciliation and record-keeping purposes. La… -
Manage Transactions Received via Bank Feed or Import File
Once you receive transactions from your bank feed or upload them from an import file, you c… -
Automatically Rename Imported Bank Transactions (Mapping Rules)
You can create mapping rules to automatically rename payees and memorize accounts when i… -
Check Style Formats
You can select the font size on your check and adjust the check print offset. Click to learn… -
Generate a Positive Pay List
You can generate a Positive Pay List of your firm’s uncleared transactions. You… -
Import Bank Transactions via QBO/Excel/CSV File
You can import transactions from your operating, trust, and credit card accounts. Your… -
Issue a Credit Memo
When you return money to a client, you must issue a credit memo to record the transaction. I… -
Record a Matter’s NSF (Bounced) Operating Bank Deposit
Most matter-related deposits to your operating account will fall into two categories: i… -
Record an NSF (Bounced) Trust Bank Deposit
Because a deposit appears on your bank statement separately from the withdrawal that occ… -
Record an NSF (Bounced) Operating Bank Deposit Unrelated to a Matter
For accounting and recordkeeping purposes, you can record when an operating account dep… -
Record a Voided Integrated Payment (CosmoLexPay, LawPay)
An integrated payment is a transaction initiated in CosmoLex, but processed through an i… -
Set Up Check Printing
You can select your default print settings and troubleshoot check printing issues. Watc… -
Print Your Operating Account Checks
You can print operating account checks from CosmoLex Check Print Preferences To display… -
Print Your Trust Account Checks
You can print trust checks from Matter Details and Accounting. Display Payee Address on C… -
CosmoLexPay Deposit Reporting
From CosmoLex, you can log into your CosmoLexPay online portal and review payment detail…
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