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6.1.2 Released! (September 17, 2019)

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Release Date: Monday, September 17, 2019

We are very excited to announce our 6.1.2 release!

New Features

RealtiWEB®  Cost Recovery Import (Canada Accounts)

For those Canadian firms using RealtiWEB for your conveyancing, CosmoLex has now added a new cost recovery import option. Statement of account charges for a single file or multiple files from RealtiWEB can be imported into CosmoLex for client billing & back-office accounting.

This feature is available under Activities > Time/Expense > Action > RealtiWEB.

Enhancements

Invoice Journal Report: Added a filter for Area of Law

The Area of Law list can be customized under Setup > List items. They can then be assigned to each matter within the Add/Edit matter window

Invoice Journal Report: Added new summary info blocks

Previously, this report listed the breakdown per invoice with an overall total for the time frame selected. Now each time you run the report, you will also get a subgrouping and total by client matter, matter owner and area of law.


Summary By Client Matter


Summary By Matter Owner


Summary By Area Of Law

Updated on September 18, 2019

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