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5.6.2 Patch Released (September 3rd, 2018)

Release Date: Monday, September 3rd, 2018


Minor Enhancements and fixes that make for a better every-day experience.

  • Bank Feed (Canada) – We’re happy to announce that the CosmoLex Bank Feed has been extended to include coverage for some of the largest Canadian Financial Institutions. Take a look at the latest additions:
      • Royal Bank Of Canada (RBC)
      • TD Canada Trust
      • Bank Of Montreal
      • CIBC
      • Scotiabank
      • Tangerine
  • Chart of Account > Register View – The register view now supports standard export functionality as available in other grids throughout the application. This way, you can easily export a list of transactions associated with one particular account in your COA. Wondering what the register view is? Learn more here.
  • Invoice Templates – We have added a new table field available to use with our Invoice Templates. The new table field is called #FundsRecdItems1# (a slight variation of an existing field called #FundsRecdItems#’). So what does this do? When you add this table to your invoice template, it will display a section called “Transactions Since Last Invoice” and provides the following values:
    • Date
    • Ref#
    • Type (Will be ‘Trust’ or ‘General’)
    • Payee
    • Description (Memo1 of Transaction)
    • Deposit
    • Withdrawal

Learn more about available Invoice Template fields

  • Class Based Profit and Loss (P&L) Reports – In our last patch, we released our Class-Based Reporting feature making it easy to pull a P&L report by class. When we first released the feature, it limited the user to seeing all classes or one class at a time. We have now added a new filtering mechanism that allows users to select more than one class when generating the report. Learn more about Class Based Reporting.

  • Matters > Advanced Search > Class Filter – If you are using Class-Based Reporting, you may want to search your matters by classes. We have added “Unspecified” as a Class Filter search option. Now, you can search for matters that don’t have a designated class! To use this search, follow these instructions:
    • From the Matters tab, click the Advanced Search on the right, select Class, and select “Unspecified”

Import Enhancements

Enhancements made to our data import functionality

  • Accounts Receivable Import – We’ve made various improvements to our AR import, allowing for improvements like
    • less mapping steps up front (also applies to Trust Cleared Balance Import)
    • easier import file preparation
    • importing ‘finance charge’ amounts
  • Contact Import – CosmoLex allows you to enter contacts with duplicate “Display Names.” We have enhanced our Contact Import function to match this rule, to make it easier to import your contacts.
Updated on October 28, 2019

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