Related Articles
Fix Budget Project Monitoring
CaseFox supports entering budget for a project. Under the Cases (Projects) tab, select a case, then on the right side click on the Edit Case tab. Enter "Budget/Max. Charges". Enter 0 for no budget. Budget can be changed later. You may also indicate ...
Account Receivable Report
On the Dashboard, on the left hand side button bar, please click on Account Receivable button to download the account receivable (AR) report. To get the AR report till a particular date, please right button click on Account Receivable button and ...
Fix Fee or Cap Fee or Fix Budget Cases
When you create a new case (project), you may enter maximum amount to be charged for the case. You may also indicate that this amount includes (or does not) expenses/cost. You can also enter this amount by going to "Cases (Projects)" -> "Case ...
How to run a report for a particular timekeeper
Settings/Tools/Reports -> Run Report Select timekeeper in the Staff dropdown.
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 ...