Random Questions

General questions asked by users in the past

No Charge Time Entry
1. If using Quick Entry, there is a check box that reads "No Charge Entry" 2. If using normal "Add Note" screen, after entering tenth h...
Sat, 27 Aug, 2016 at 11:39 AM
Upgrading Account
To upgrade the account: 1. Click on Settings/Tools/Reports 2. Click on Payment Options 3.  Enter Credit Card or use Paypal. 4. After Saving, select a...
Sat, 27 Aug, 2016 at 11:39 AM
How to track payment of expenses
Fees and expenses in a case are billed in the same way, by generating an invoice.  When client sends a check, they do not specify if the check is for fees or...
Sat, 27 Aug, 2016 at 11:39 AM
Linking to Dropbox
Simply upload any file to any case by going to Cases (Projects), then on the right hand side, click on the Documents tab. First time the system will redirect...
Sat, 27 Aug, 2016 at 11:39 AM
How to run a report for a particular timekeeper
Settings/Tools/Reports -> Run Report Select timekeeper in the Staff dropdown.
Sat, 27 Aug, 2016 at 11:39 AM
How to delete a case and client
1. Delete all payments under the Payments tab of the case being deleted. 2. Delete all invoices of the case 3. Delete all time/expense entries.  These...
Sat, 27 Aug, 2016 at 11:39 AM
Previous Due Amounts from Old System
If you recently moved to CaseFox from a different billing system.  You may bring unpaid invoice amounts to CaseFox by entering a time or expense entry in a c...
Sat, 27 Aug, 2016 at 11:39 AM
Check Printing
CaseFox offers a simple check printing mechanism from the withdrawal entries in trust/operating accounts.  To print checks, simply click on the printer icon ...
Sat, 27 Aug, 2016 at 11:39 AM
Viewing Archived Cases
On the Dashboard, please click on the Cases button in the group of colors buttons.  This will generate an excel file.  One of the column in the file indicate...
Sat, 27 Aug, 2016 at 11:39 AM
Fix Budget Project Monitoring
CaseFox supports entering budget for a project.  Under the Cases (Projects) tab, select a case, then on the right side click on the Edit Case tab.  Enter &qu...
Sat, 27 Aug, 2016 at 11:39 AM