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6.3.4 Released! (January 26, 2020)

In This Article…

Release Date: Sunday, January 26, 2020

This document includes items released in version 6.3.4

Enhancements

Journal Entry Export/Print Functionality

Under Accounting > Journal Entries, you can now export journal entry details to excel, pdf and csv format.

Note

By default, this function will export all journal entries listed on this screen. If you would like to export/print select journal entries, first filter this screen accordingly, then export. Ensuring ‘apply current filters’ is checked.

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:

#TimeKeeperSummaryTable2#
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. 

Updated on January 27, 2020

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