How to download a particular operating account transaction history? - CaseFox

How to download a particular operating account transaction history?

Login -> Reports -> Account -> Operating Accounting Transaction

1. Login to CaseFox.
2. Go to the dashboard, to the left corner you will find the side bar.
3. Select Reports from the side bar.
4. Go to the sub-tab account and click on “Operating Accounting Transaction”.
5. An excel or PDF file will be downloaded into your downloads folder.

${youtube}[How to Download a Particular Operating Account Transaction History in CaseFox New UI ](OWdO-MoD6bo)

    • Related Articles

    • How to download account transactions?

      Login -> Reports -> Account -> Download Account transaction 1. Login to CaseFox. 2. Go to the "Reports" present in the navigation bar. 3. Go to "Account" and click on download account transaction. 4. Go to the sub-tab account and click on "Account ...
    • How to add an operating account?

      With CaseFox you can quickly add an operating account; with just a few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Click the "Add Account" button on the right side. 4. Fill in the account ...
    • How to add a private note to a trust account transaction?

      With CaseFox you can add personal notes of a particular trust account transaction; with just a few steps mentioned below 1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select a desired trust transaction 4. On the ...
    • How to download all trust account data?

      1. Log in to CaseFox. 2. Choose "Accounts" from the navigation bar. 3. Click on the "Trust Accounts" tab, then click on the account whose data you want to download. 4. On the top right, you will find a download icon, click on that. 5. Select the ...
    • How to print a check for a trust transaction?

      With CaseFox you can print a check for a particular trust account, with just a few steps mentioned below: Login CaseFox -> Accounts -> TRUST ACCOUNTS -> Select account -> Print check Icon -> Generate 1. Login to CaseFox. 2. Click on the "Accounts" ...