• 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! (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…

  • 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…

  • Minor Patch Release (November 2nd, 2016)

    Office 365 Calendar Integration Release 4.4 Nov 02, 2016 Calendar synchronization for users with Office 365 subscription is now available. User’s’ calendar events can be synchronized real-time with the CosmoLex calendar and vice versa. Once the firm admin has enabled Office 365 Calendar Sync via Setup > Firm Settings >…

  • New CosmoLex Features! (November 2, 2016)

    Release No: 4.4 Release Date: November 2, 2016 NEW FEATURES & ENHANCEMENTS OFFICE 365 CALENDAR INTEGRATION Calendar synchronization for users with Office 365 subscription is now available. User’s’ calendar events can be synchronized real-time with the CosmoLex calendar and vice versa. Once the firm admin has enabled Office 365 Calendar…

  • New CosmoLex Features! (October 31st, 2014)

    Release No: 2.2 Release Date: October 31, 2014  NEW FEATURES & ENHANCEMENTS Subscription and Billing Infrastructure The release was mainly focused on upgrading the billing infrastructure used by CosmoLex. This has no impact on the existing features and subscription costs.  Account administrators will now have access to self-service billing portal…

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