Exporting All Accounting Data

Exporting All Accounting Data

Transactions in each configured account as well as transactions for different clients may be exported into Excel by clicking on "Accounts" tab and then clicking on the link "Export All Accounts" link on the right side pane, next to "Deleted Entries" tab.
    • Related Articles

    • Xero Accounting

      CaseFox provides best in the class time tracking features and Xero is the leader in small business accounting. Now track your time in CaseFox and generate invoices for all clients with just one click. Then transparently copy the invoices to your Xero ...
    • 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, ...
    • Easy Data Migration to CaseFox From Sage® Timeslips

      Slide Into The World of CaseFox: Data Migration Upgrade Your Legal Practice with Effortless Data Migration to CaseFox! Tired of outdated systems holding your firm back? We specialize in seamlessly migrating your Sage® Timeslips desktop data to ...
    • 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 ...
    • Data Export from CaseFox

      Data Export and Reporting You can export your client and case list in Excel format (link on the Dashboard). You can also export your time and expense entry data. On note display screens, you will see PDF and Excel icons to download time/expense data. ...