Getting Started with CaseFox

How to start using CaseFox

How to add a new client
After login, on the Dashboard, in the left-hand button bar,  click on "Add->Client" button.  Enter client's information.  The newly create...
Sun, 1 Mar, 2020 at 12:51 PM
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 differen...
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'...
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