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 "Budget/Max. Charges". Enter 0 for no budget. Budget can be changed later. You may also indicate if the budget includes the out of pocket cost by checking the checkbox.
Under case time entry listing, the system add a notification to help you keep track of the budget. A real time report may also be obtained by clicking on Billing Report button on the Dashboard. The report will include all cases with budget and indicate balance remaining.
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Fix Fee or Cap Fee or Fix Budget Cases
When you create a new case (project), you may enter maximum amount to be charged for the case. You may also indicate that this amount includes (or does not) expenses/cost. You can also enter this amount by going to "Cases (Projects)" -> "Case ...
Remaining budget report
CaseFox allows configuring cases to have maximum fee/total charges (or budget). For such cases, they system ensures that total billing does not exceed the budget or max charges. The budget or max charges may be changed at any time. Under Run Reports ...
How To Manage Case/Project Documents
Case/project documents can be stored in the cloud (Google Drive, onlinefilefolder.com or any similar service that provides separate URLs for individual documents). Upload your case/project related documents to any online storage service and use the ...
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 "Cases (Projects)" tab.
How To Archive A Case (Project)
To close (archive) a case, in the "Cases (Projects)" tab, select the case in the left side panel, click on "Case Details/Edit", click on the Archive button on the right side. The closed case will not appear in the Cases (Projects) list. To Re-open a ...