How to export a report of time and expense entries which are not invoiced yet? - CaseFox

How to export a report of time and expense entries which are not invoiced yet?


1. Log in to CaseFox.
2. In the navigation bar, click on the "Reports" tab.
3. From the list on the left side, select "Invoices & Payments".
4. Then, click on "Letter To Request Additional Trust Funds".
5. A Zip file will be downloaded to your system.


    • Related Articles

    • 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 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 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 retrieve/search expense entries?

      You can retrieve expense entries with CaseFox in few easy steps; to search follow the below steps: CaseFox -> Dashboard -> Time/Expense -> Search bar 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. ...
    • How to retrieve/search un-billed time entries?

      You can retrieve unbilled time entries with CaseFox in a few easy steps; to search follow the below steps: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case for which you want to retrieve or search the time ...