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Knowledge base
Account Management & Settings
User Permissions
0
Settings
12
How to Add/Edit List Items
How to Add a Timekeeper
Program Settings
Setting Up Inactivity Timeout in Cosmolex
Using the Search Filter and their Functions
View all 12
General Questions
11
How to Register for CosmoLex
How Does the 14 Day Trial Work?
Adding Your Payment Information
Updating Your Payment Information
Updating Your Cosmolex Email Address
View all 11
Troubleshooting
9
Invalid Token Error Message
"OAuthException" Error Message
Application Not Found Error Message
JSON Error Message
Clearing your Cache/Browsing History
View all 9
Matters & Contacts
Matter Management
9
How to Add/Edit/Delete Matters
Hourly,Fixed Fee and Contingency
How to Make a Matter Inactive
How to Set a Default Timekeeper Rate Level For a Matter
Change a Matter from Fixed Fee to Hourly Billing
View all 9
Contact Management
7
How to Add/Edit a Payee
Adding/Editing Client Contact Info
How to Add/Edit Contact Type
How to Add Multiple Parties to a Contact
How to Add a Country to CosmoLex's Contact Section
View all 7
Conflict Check and Relations
2
How to Run a Conflict Check
How to Set Client Relations
Document Assembly
5
Document Assembly
How to Generate the Document Template For Contacts
How to Generate the Document Template For Matters
Master Merge Fields for Matters
Master Merge Fields for Contacts
Custom Fields
5
Custom Fields Creation
How to Create a Custom Field for a Matter
How to Create a Custom Field for a Contact
Associating Custom Fields with a Matter
Associating Custom Fields with a Contact
Billing
Time/Expense Entry
23
Billing Workflow Within CosmoLex
Add/Edit/Delete a Time Card
Billing Status: Billable, Unbillable and No Charge
How To Change a Timecard to Billable from Unbillable
How to Change a Client Matter Name For an Existing Time/Expense Card
View all 23
Invoicing
0
Managing Templates
0
Payments
0
Dashboard
1
Using Your Dashboard (Firm & Me)
Importing Tiimesheets and Expense Entries
0
Banking
Managing Transactions
0
Bank Reconciliation
0
Accounting
Trust Accounting
0
Business Accounting
3
How to Print Checks (Operating Account)
Accrual Basis Reporting
Cash Basis Reporting
Accounts Payable/Accounts Receivable
0
Matter Cost Accounting
0
Class Based Accounting
0
Canada Accounting
Canadian Bookkeeping/Accounting
0
Calendar & Tasks
Task Management
0
Calendar Setup
0
Workflows
0
Event Management
0
Documents
Document Management
0
Emails & Communication
Email
0
Internal Communication
0
Client Portal
Client Portal Setup
0
Using the Client Portal
0
Reports
Accounting Reports
1
Sales Tax Report
Banking Reports
0
Billing Reports
0
Collection Reports
0
Matter Activities
0
Trust
0
Other
0
Mobile App
Utilizing the Cosmolex App
0
3rd Party Integrations
Document Integrations
0
Email Integrations
0
Calendar Integrations
0
Other Integrations
0
Data Migration
Financial Migration Instructions
0
Non-Financial Migration Instructions
0
Sample Import
1
Importing a Sample File for Evaluation
What's New!
Recent Releases and Updates
0