7.8.2 Update (October 30, 2021)

In This Article…

This weekend’s update brings several fixes.


  • User will be able to add or edit notes when email addresses are added to the beginning of all matter notes.
  • The Withdrawal – Add Transaction screen will display ‘Pay To’ as the label.  
  • The reference number will continue to show on changing the method when entering  any transaction.
  • Any report showing balance will now display the currency that was selected under Financial Settings.
  • The reference number field will show on the bulk Trust to General Invoice Payments.
  • Emails forwarded to CosmoLex will display the entire content.
  • User will now be able to match the transactions from the Import/Bank Feed screen.
  • The drop-down menus are working when adding a new Matter.
  •  User will be able to save the changes after editing a Matter.
  • “Post as Matter Expense” button is now visible for transactions imported using QBO file.
  • The TAF label will display correctly on TAF payment in the British Columbia accounts.
Updated on October 29, 2021

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