Related Articles
Changing Old Time Entries After Changing Staff Hourly Rate For A Case
Ideally, you should set staffs' hourly rates for a case prior to starting entering time for the case. If no case-specific hourly rates are set for a particular staff, staff's global hourly rates will be used for billing calculations in time entries. ...
Wrong amount or no amount in "Total Cost" box
While entering time, after entering Hr/Min (or Tenth Hours), no amount is shown in "Total Cost" box. Please check that global hourly rates are set for all timekeepers (Staff). To set global hourly rates, click on "Staff" tab, select the timekeeper ...
How To Export Time/Expense Entries
Time/expense entries (including private notes) can be exported in many ways: 1. Above the note listings, you will see the Excel and PDF icons to export the displayed note (time/expense) listing. 2. Same as above for trust fund transactions. Click on ...
Export Time/Expense Entries to Juris Practice Management Software
CaseFox supports exporting time/expense entries to Lexis/Nexis Juris system. Under Settings/Tools/Reports -> Run Report, please scroll down to find the Juris export section. You will need to enter Juris client ID under Client Details/Edit tab and ...
Tips For Entering Time/Expense
1. When entering expenses, make sure to also check []Billable checkboxif you intend the entered expense to be included in an invoice. If you don’t check the Billable checkbox, the note will not be presented for invoicing. 2. Click on “Cases” tab, ...