Automatic Import of Expenses From Client Invoicing Data

Automatic Import of Expenses From Client Invoicing Data

1.  Expense entries from client invoicing data (entered through "Add Note (Time/Expense)" option) are automatically imported into Income Expense Ledger.
2.  If an imported expense entry is deleted in the ledger, the entry is NOT deleted from the client invoicing data.
3.  If an imported expense entry is deleted in the client invoicing data, the corresponding entry is deleted from the ledger.
4.  If an imported entry is deleted in the ledger and subsequently updated in the client invoicing data, the entry is recreated in the ledger.
5. If an imported entry is edited in the ledger and then subsequently updated in the client invoicing data, the entry in the ledger is updated to reflect new amount, new date and/or new description.  
6. If an imported entry is updated in the ledger to categorize it in a proper expense category, updating the corresponding entry in the client invoicing data will not change that categorization.

    • Related Articles

    • Using Tags to Organize Your Data

      Tags in CaseFox and MatterSuite allow you to group and organize related items across your entire account—regardless of which client, matter, or module they belong to. Tags act like flexible labels you can apply to anything: tasks, notes, documents, ...

    • Switch to CaseFox and Bring Your Data: The Smarter, Simpler, and More Affordable Alternative to Sage® Timeslips!

      Are you tired of overpaying for legal billing software that’s complicated and time-consuming? It’s time to make the switch to CaseFox—the ultimate solution for time tracking, invoicing, and case management. Why Choose CaseFox? ✅ Seamless Data ...

    • How To Import Client List

      Please visit for details about how to import data into CaseFox. [If your existing system can export the client list, case list (with client references), and time entries (with case references) in tabular form into CSV or Excel formats, we may be able ...

    • Can I import my client list?

      Yes. You can import your client list via a CSV or vCard file. Please see http://www.casefox.com/web/importclients.html for more details or contact us. If you have your client list that is not formatted according to the instructions, you may also send ...

    • How to Import/Move Data from other Legal Billing Products

      Migrating, Moving, Importing data from other systems: (such as Clio, MyCase, Sage TimeSlips, Bill4Time, TimeMatters, Rocket Matter - all trade names of respective owners) into CaseFox® Client list, case list, timekeeping entries and invoices from ...