Release Date: Monday, September 17, 2019
We are very excited to announce our 6.1.2 release!
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.
Invoice Journal Report: Added a filter for Area of Law
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