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Configuring your Cosmolex Accounting Settings in Closer

Jen Squires avatar
Written by Jen Squires
Updated over 8 months ago
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16 STEPS

1. Click settings

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2. Under business, click matter defaults

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3. Click statement of account

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4. To select your accounting platform, click the drop down

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5. Click Cosmolex

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6. Select if you identify your files in Cosmolex by file number or accounting number

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7. Once you have made your selections, you can navigate into a file by using the smart search

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8. Click on your file

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9. Click account

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10. Once you are ready to export to Cosmolex, click view accounting export

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11. You can return back to the statement of account by clicking view statement of account

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12. Here you can print your export

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13. Click export to export the TXT file for upload to Cosmolex

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14. Additionally, you can click the closing tab

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15. Click the accounting tab

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16. From here, you can complete all of the same actions as the previous steps

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Next step: Practice

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