How to download all time entries and other reports?

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• How to download all case wise time entries & reports?

  Login -> Reports -> Note(Time/Expense) -> Export Casewise Time Entries & Reports 1. Login to CaseFox. 2. Click on the "Reports" tab present on the navigation bar. 3. Then select "Note(Time/Expense)" from the list. 4. Click on "All casewise time ...

• How to download all time and expense entries by staff?

  1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Note (Time/Expense)." 4. Click on "Export all Notes by Staff." 5. Select the staff member and choose the file format. Then, click ...

• How to import time entries?

  1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Import/Export". 4. Under Import/Export, click on the "Time Entries" option. 5. Upload the Excel file according to the template to ...

• How to download vendor AP reports?

  1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Vendor." 4. Click on "Download Vendor AP Report." 5. An Excel sheet will be downloaded to your download folder.

• How to download account receivable reports?

  Login -> Dashboard -> Reports -> Account -> Account Receivable 1. Login to CaseFox 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar 4. Go to the sub-tab account and click on Account Receivable. ...