Improved data import and more.
User can import “Notes” linked to Time and Expense using CosmoLex Financial Data Migration template.
- User will no longer receive an error message when trying to edit or add options to custom fields, previously created with drop-down options when using ampersand (&) in the name.
- When downloading the Collected Fee Allocation Report in Excel format, the correct percentage will now display.
- If a different account number is given to a Client Retainer Trust system defined Chart of Account (COA) and then it is reverted to its original number, the correct balance will display on the COA screen.
- When running a Conflict Check, the “Related To’ column will now display the Matter information.
- The Columns on the Matters > Relations tab will now have the correct headers.