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  4. 8.2.5 Update (February 26, 2022)

8.2.5 Update (February 26, 2022)

You can now filter the Timekeeper’s Expense Report by hard and/or soft costs.


Filter Timekeeper’s Expense Report 

Users now have the ability to include only hard costs, only soft costs, or both when running a Timekeeper’s Expense Report (Reports > Billing)

Trust Funds Summary on Invoices 

  • The [#TrustBankBalanceTable#] invoice template field lists all trust accounts linked to this matter that have balances.

  • The [#TrustBankBalanceTable1#] invoice template field lists all trust accounts linked to this matter, including those that have zero balance ($0.00)

How to Add or Remove Invoice Template Fields


  • The Print Multiple eBills screen is now called Generate eBills.
  • User will now be able to create event using the CosmoLex mobile app on iOS.
  • Alberta users will now be able to generate TT Export file.
  • User can now match transactions from the bank feed. 
  • User will be able to view tax information linked to transactions posted as a matter expense in the import area.
  • Firm clients can now access the client portal without any error.
  • Comments icon will now appear next to the document if comments are added using OneDrive or Google Drive.
  • When using template fields [#TrustBankBalanceTable#] or [#TotalTrustBalance#]
    • The font which was assigned to the table in the Invoice template now shows correctly.
    • The balance column in the client invoice is now aligned to the right.
Updated on February 28, 2022

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