Getting Started with CaseFox

How to start using CaseFox

How to add a new client
After login, on the Dashboard, click on "Add New Client" link.  Enter client's information.  The newly created client will appear in the list w...
Sat, 27 Aug, 2016 at 11:35 AM
How to create a case (project)
On the Dashboard, click on "Add New Case." Fill out case information and Save.  The newly created case will appear in the list when you click on &q...
Sat, 27 Aug, 2016 at 11:35 AM
Setting Different Hourly Rates For Different Cases
Click on the Cases (Projects) tab on the top of the page. In the left panel, select a desired case. On the right side panel, click on "Staff Access...
Thu, 8 Sep, 2016 at 12:20 PM
Tips: Entering time and expenses
1. To enter an hourly billing item, enter the time (either hours/minutes or tenth hours format) in the provided boxes. System will automatically cal...
Sat, 27 Aug, 2016 at 11:35 AM
How Do I Setup My Staff's Different Hourly Rates For A Case?
CaseFox allows you to setup your (and your staff's including contract staff) different hourly rates for a case (project). If you do not set different...
Sat, 27 Aug, 2016 at 11:35 AM
Entering Expenses
1. When entering expenses, make sure to also check [ ] Billable checkbox if you intend the entered expense to be included in an invoice. If you don't...
Sat, 27 Aug, 2016 at 11:35 AM
Entering Time
1. Click on "Clients" tab and then "Add Client" link next to the search box to create a new client. Click on the "Add Case"...
Sat, 27 Aug, 2016 at 11:35 AM
Abbreviations / Text shortcuts
CaseFox offers custom abbreviations that can be used to speed up entering time and expense. Routinely used sentences can be saved and reused using a shor...
Sat, 27 Aug, 2016 at 11:35 AM
Remove Invoice Columns - Invoice Customization
Rates, staff and Hour columns (individually) may be removed from invoices.  Visit "Settings/Tools/Reports" -> "Invoice/General Settings&qu...
Mon, 20 Feb, 2017 at 1:20 PM
Test Client and Test Case
After registering a new account, to enable you quickly test and get used to CaseFox features, we have added "Create Test Client" and "Create T...
Sat, 27 Aug, 2016 at 11:35 AM