Getting Started with CaseFox
Uploading Logo
You may upload a logo image under Setting -> Your Business Info. The logo file is automatically used on the invoices and letters that are dynamically created in your account. After uploading your logo, please download any of your PDF invoices to see ...
How to bring outstanding balance from previous system
If you are switching from another system to CaseFox and have outstanding unpaid invoices. You may enter the outstanding balance in CaseFox so that when a next invoice is created in CaseFox, the unpaid balance is included. Please follow these steps: ...
Moving From Another System, How To Enter Previous Balances
If you have un-invoiced or unpaid balances from your old timekeeping system, you may enter those balances in CaseFox just like other timekeeping items (e.g., time/expenses). After creating clients and cases to mirror your old system, Add Note ...
Uploading Your Own Logo
You can upload your own logo. Your logo will be printed on your invoices. CaseFox supports PNG, JPG, JPEG file formats, size should be less than 250x125 pixels (there is no strict requirement as to the size, however, bigger picture may not appear ...
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. ...
Remove Invoice Columns - Invoice Customization
Rates, staff and Hour columns (individually) may be removed from invoices. Visit "Settings/Tools/Reports" -> "Invoice/General Settings" to hide/show one of more columns. The removal of these columns is dynamic. That is, if you later on want to ...
Abbreviations / Text shortcuts
CaseFox offers custom abbreviations that can be used to speed up entering time and expense. Routinely used sentences can be saved and reused using a shortcut key. For example, a user can save an abbreviation "TCWC" = 'Telephone conversation with ...
Entering Time
1. Click on "Clients" tab and then "Add Client" link next to the search box to create a new client. Click on the "Add Case" link on the right side tabbed pane (or click on "Cases" tab and then the link "Add Case" next to the search box) to create a ...
Entering Expenses
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, ...
Tips: Entering time and expenses
1.To enter an hourly billing item, enter the time (either hours/minutes or tenth hours format) in the provided boxes. System will automatically calculate the amount based on your hourly rates. (by the way, you can set different hourly rates for ...
Setting Different Hourly Rates For Different Cases/Clients
Click on the Cases (Projects) tab on the top of the page. In the left panel, select a desired case. On the right side panel, click on "Staff Access/Rates" tab. On the screen, check the checkbox in front of a staff name. An "Edit" link will appear. ...
How to create a case (project)
On the Dashboard, click on "Add New Case." Fill out case information and Save. The newly created case will appear in the list when you click on "Cases (Projects)" tab.
How to add a new client
After login, on the Dashboard, in the left-hand button bar, click on "Add->Client" button. Enter client's information. The newly created client will appear in the list when you click on the Clients tab. Alternatively, under Clients tab, click on Add ...
Popular Articles
How to create a tag?
Login -> Settings -> Manage -> Tags -> Add Tags 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. Select the "Manage" from the list. 4. Under Manage, select the "Tags" option. 5. You will be redirected to a new window ...
How To Get Questions Answered
1. If your question is related to your data, please click on "Add Ticket" link to send the question to us. 2. If your question relates to general use and if you believe the answer may be helpful to other users, please click on "Forums" link in the ...
Vendor Management /Account Payable
In addition to timekeeping and invoicing features, CaseFox can also be used for maintaining and managing your vendor data, vendor invoices, and payments. Accounts payable is money owed by you to your vendors. CaseFox keeps track of your account ...
Client Intake Form
This feature is only available in the new UI. You may create or customize your own client intake form or contact us form and post the URL on your firm's website to enable visitors to send your queries. Submitted data will be available in your CaseFox ...
Editing Invoice
An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other ...