More filter options in the Billed/Collected Tax Report, improved entry field for work phone# in Intake Form and more.
Billed/Collected Tax Report
CosmoLex users now have the ability to exclude non-taxable fees and costs while printing the report and view the summary or details of the tax account in the Billed/Collected Tax report.
To prevent errors while entering work phone numbers on the Intake Form, the entry field is limited to 20 characters.
- Users will be able to upload documents to NetDocuments from CosmoLex without getting an error.
- Users can now use the “Other ways to sign in” option on the Multi-Factor Authentication page.
- When generating a LEDES 1998B e-Bill for an invoice with discount for a Matter, users will see the correct amount in the discount line.
- If the operating bank linked to the merchant account is not the default billing bank, it will not affect users ability to pay via the Client Portal.