7.9.6 Update (January 8, 2022)

Improved data import and more.


Data Import 

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.
Updated on January 7, 2022

Was this article helpful?

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support