CaseFox Overview 20

• CaseFox Overview
• How to Setup your Account
• Dashboard Overview
• Apps Integration Overview
• Setting overview

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Billing And Payments 13

• How to Record A Payment
• How to Pay an Invoice Using Client Trust Funds
• How to Generate Payment Receipt
• How to Create Trust Payment Request
• How to Delete Payment Entry

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Client 3

• How to Add Client
• How to Delete Client
• Client Online Portals Overview

Case 7

• How to Add Case
• How to Add Note Time/Expense Log
• How to Edit Or Delete Time Entry(Time/Expanse Log)
• How to move Time or Expense Entries to Another Case
• How to move a case under a Different Client

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Hourly Rates 1

• How to Set Case Hourly Rate

Staff 1

• How to Add Staff

Account 4

• Accounts Overview
• How To Add Funds Entry in Account
• How to Add Withdraw Fund Entry
• How to Transfer Funds Entry In Account

Ledger 4

• Ledger Overview
• Income And Expense Overview
• How to Add Income
• How to Add Expense

Vendor 3

• Vendor Overview
• How to Add Vendor
• How to Upload Vendor Documents

Calendar 3

• Calendar Overview
• How to Create Task In Calendar
• How to Create Event In Calendar

Task 1

• Task Overview

Call Logs 2

• How to Add Incoming & Outgoing Phone Messages
• Call Logs Overview

Setting 19

• How to Edit Business Details
• How to Change Time Zone And Currency Type
• Account and Subscription Overview
• Invoice General Setting
• How to Customize the Invoice Number, Email Template & Boilerplate Text

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Reports And Tools 1

• Report and Tools Overview

Integration 2

• App Integration Overview-CaseFox
• How to Install CaseFox Chrome Extension