Release Date: Sunday, January 26, 2020
This document includes items released in version 6.3.4
Journal Entry Export/Print Functionality
Under Accounting > Journal Entries, you can now export journal entry details to excel, pdf and csv format.
Filtering added for Matter-level Invoice Creation
Like many other areas of the software, there is now a filtering option in the create invoice window under matter details > billing
This allows granular filtering of time/expense cards to include on the invoice.
New Report Category
We have added an additional category under Reports called Accounting (Matters), which includes 3 pre-existing reports: Accounts Receivable, Invoice Journal and Invoice Change/Write-off Journal
New Reporting by Client
You now have an additional client filter for the following billing & accounting reports:
- Timekeepers Expense Report
- Pre-Bill (Matter Billing) Report
- Invoice Journal
- Invoice Change/ Write Off
- Accounts Receivable (both detailed and summary)
Pre-bill Filter Default
For the Pre-bill report under Reports > Billing, the date range field will automatically default to ‘up to’ the last day of the prior month.
New Invoice Variable
Click here for a listing of all variables available to insert into invoice templates.
The following variable has been added:
This is a table field that populates a 5 column “Summary of Legal Services” table and provides values for “Name, Title, Time Spent, Effective Rate and Amount”.
The effective rate is the average rate for a given timekeeper derived from all the Fee entries for a given invoice
Time Display Format
Under Setup > Firm Settings > Firm Preferences, there is a ‘Time Display Format’ Setting, which previously controlled time display formatting (1:30 or 1.5hrs) on invoices only.
This setting now also applies to the following reports:
- Timekeeper Time Report
- Timekeeper Weekly Summary Report
- Pre Bill Report
- Time Expense Flag Report
Email Setup Enhancement
When setting up the email forwarding in CosmoLex, under Setup > Firm Settings > Firm Preferences.
There is now a convenient copy button next to the email address provided, to copy to your clipboard for easy transfer to your email’s forwarding rule.