16 STEPS
1. Click settings
2. Under business, click matter defaults
3. Click statement of account
4. To select your accounting platform, click the drop down
5. Click Cosmolex
6. Select if you identify your files in Cosmolex by file number or accounting number
7. Once you have made your selections, you can navigate into a file by using the smart search
8. Click on your file
9. Click account
10. Once you are ready to export to Cosmolex, click view accounting export
11. You can return back to the statement of account by clicking view statement of account
12. Here you can print your export
13. Click export to export the TXT file for upload to Cosmolex
14. Additionally, you can click the closing tab
15. Click the accounting tab
16. From here, you can complete all of the same actions as the previous steps
Next step: Practice