How to add a currency conversion rate?
Login -> Dashboard -> Settings-> Invoice -> Currency Conversion Rates -> Customise -> Save
1. Login to CaseFox.
2. Go to the dashboard, to the left corner you will find the sidebar.
3. From there select settings and choose the subhead “Invoice”.
4. Choose the currency conversation sub head, you will be prompted to a new window with various options.
5. To add a new currency conversation, click on the icon situated at top right.
6. Click on save.
Related Articles
How to change the global hourly rate?
Login -> Settings-> Organisation -> Users -> Staff Name -> Update -> Global Hourly Rate 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead ...
How to set up a case hourly rate?
To set up hourly case rates for your staff and cases: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "General". 4. Under General, click on the "Hourly Rates" option. 5. Select the ...
How to add a Case?
Adding Case: 1. To add a new Case through dashboard, go to left side bar and click on case. 2. Then in cases, on top right corner click on add case. 3. Fill in all the details and save.
How to add expense type?
Login -> Settings -> Manage -> Expense Type -> Add Expense Group 1. Login to CaseFox. 2. Go to the "Settings" tab on the navigation bar. 3. Select "Manage" from the list. 4. Under manage, you will find the option "Expense Type". 5. After clicking on ...
How to add a Client?
Adding Client: 1. Log in to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Then in client, click “Add Client” in the top right corner. 3. Fill in all the details and save.