7.7.9 Update (September 11, 2021)

In This Article…


  • The Trial Balance Report will now include Chart of Account 3400: Retained Earnings.
  • Updated AP bill class allocation schema to allow all recurring AP bills to be created, edited, and deleted.
  • (CosmoLexPay Only) Payment information saved using the CosmoLexPay integration will only display for banks that it was originally associated with.
    • e.g. If a payment method was saved for Client A’s matter while taking a payment into firm bank account A, it will only be made available for reuse for any matter of Client A’s when taking payments into firm bank account A. This information will not display in any other bank accounts of the firm for the same client.
Updated on October 22, 2021

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