8.5.1 Update (June 4, 2022)

With CosmoLexPay, you can now create client payment profiles and apply one payment across multiple matters.

Enhancements

Payment Profile

Client payment profile can be managed by the firm or by the client in the Client Portal within CosmoLex. This will allow users to manage the default payment information for invoice payments only. 

Learn about Saving Client Payment Information

 

Multi-Matter Credit Card Payment

You now have the ability to apply one credit card or ACH payment to outstanding invoices across multiple matters for a client. This can be done from Activities > Invoices.

Learn how to Record an Invoice Payment by Credit Card

Using Calendar App

If you have switched off the calendar app in Set Up> My Settings > User, the default calendar app drop-down will reset to “Select”.

Fixes 

  • You will now be able to pay accounts payable bills using credit without getting an error.
  • Users will now be able to manage matter-related events without any error.
  • The trust Withdrawal or Deposit transaction screen will open without any delay.
  • Transactions voided in CosmoLexPay portal can be voided in CosmoLex.
  • User can now view any document attached to the soft cost while converting it to the hard cost expense.
Updated on June 3, 2022

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