Staffwise Billable Amount Reporting for Cases (Projects) - CaseFox

Staffwise Billable Amount Reporting for Cases (Projects)

If you have multiple staff members (including contract staff) working on a case (project), you can easily find out different billable amounts for each staff member. This data can be useful if your staff members are paid a percentage of what they bill to clients. 
 
To obtain a staffwise billing report, click on "Settings/Reports" -> "Staffwise Billing Report." On the righ side panel, select a specific client/case or select all. Clicking on "Generate Report" will create an excelsheet. Having this report in Excel format will enable you to perform other accounting tasks on the sheet.
    • Related Articles

    • Staffwise Billable Amount Reporting for Cases

      See Also Compensation Rules/Fee Split If you have multiple staff members (including contract staff) working on a case (project), you can easily find out different billable amounts for each staff member. This data can be useful if your staff members ...
    • Tracking Non-Billable Time, MCLE hours, etc.

      CaseFox allows you to track not only billable time but also personal and non-billable time. For clients, when entering time, you may uncheck "Show on Invoice" checkbox and CaseFox will not present that entry for invoicing during invoice generation. ...
    • 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 ...
    • Viewing Archived Cases

      On the Dashboard, please click on the Cases button in the group of color buttons. This will generate an excel file. One of the columns in the file indicates whether the case is archived or open. Alternatively, click on the Cases (Projects) tab, then ...
    • Excluding Archived Cases From Search

      Under Cases (Projects) tab, next to the search box, the checkbox can be checked to exclude archived chases from the search results.