Month by Month Totals For a Case

Month by Month Totals For a Case

To obtain a month by month totals for a case including month  by month by each timekeeper and task codes, please click on the Case (Projects) tab, select a desired case, then on the right side click on the Excel icon (on the right edge of the page) as shown in the attached picture.

    • Related Articles

    • Report of all payments received in a selected month

      CaseFox offers extensive and flexible reporting of data. In additional to many other types of reports, CaseFox can also generate a list of all payments, including invoice, case and client information, in a selected month. This feature is available in ...
    • Case Categories

      You may create/assign a category to a case during case creation (or category can also be added via case edit). A case category is a self defined name, such as "Criminal Law", "Family Law", "Estate Planning", etc. to help manage large number of cases ...
    • Saving Case Documents and Case Related Emails

      CaseFox integrates with Dropbox and Google Docs for storing case documents. Documents can be uploaded directly from CaseFox to Dropbox and Google Docs (Google Docs integration has a few exceptions). When in case screen, click on Documents tab and ...
    • Case Notes Management

      <p><a href="http://www.casefox.com">CaseFox</a> offers integrated time entry and case note management to save time and efforts. Case notes automatically becomes invoice line items. Private notes and document links may also be attached to entered ...
    • Test Client and Test Case

      After registering a new account, to enable you quickly test and get used to CaseFox features, we have added "Create Test Client" and "Create Test Case" buttons. If you click on "Create Test Client", CaseFox will create a test client with dummy data. ...