8.9.2 Update (September 16, 2022)

Improved Fee Allocation Reports, additional filters for Client’s Trust Ledger report, and more.

Enhancement

Billed and Collected Fee Allocation Report 

We have made the following improvements to the Billed Fee Allocation Report and Collected Fee Allocation Report:

  • To be consistent with other billing and collection reports, we have added an additional column for Client-Matter
  • Party and Role column labels have been updated

Client’s Trust Ledger Report 

With the added filter options in the Client’s Trust Ledger report, you can now choose to filter the report by All Matter Owners or a specific Matter Owner in your firm. The Client’s Trust Ledger report is now also available for our US customers under Trust reports. 

Fixes

  • User will be notified with a warning message when uploading a document that already exists in Google Drive.
  • User will not receive an error when entering, saving, and applying payment on AP bill:
      • With class allocation of a negative amount
      • If assigned class to split entries has zero amount remaining
      • If class is assigned to the AP credit
  • The Paid Taxes report will now display the correct transaction and tax amount.
  • User will not be able to enter more than 32 characters in the Ref # field when applying invoice payment using existing trust retainer.
  • Users can select any country while making payment on invoice or retainer using CosmoLexPay.
  • Any payment made to the third party bills will now be visible in the General Ledger report (Accrual and Cash basis). 
  • The Reconciliation statement will now display 100 results in the deposit tab.
Updated on October 20, 2022

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