Trust Accounting
Client with multiple cases - handling trust funds
Trust funds are managed at client level and can be used to pay invoices for any of the cases/matters of the client. Users have option not to apply trust fund against some invoices because even though the system provides information how much funds ...
BULK PAY INVOICES FROM TRUST
In addition to usual "pay one invoice at a time from trust funds" feature, a one click bulk pay invoices from trust funds is provided. Click on the Invoices button on the Dashboard, then select "Pay All Unpaid Invoices from Client Trust Funds" ...
Exporting All Accounting Data
Transactions in each configured account as well as transactions for different clients may be exported into Excel by clicking on "Accounts" tab and then clicking on the link "Export All Accounts" link on the right side pane, next to "Deleted Entries" ...
CLIENT'S MIN TRUST BALANCE AND DEMAND FOR REPLENISHMENT
Suppose your attorney-client fee agreement requires a client to maintain a certain minimum balance in trust. Click on "Clients" tab, select the client and then click on "Client Details/Edit" tab on the right. Enter the "Min. Trust Balance" amount and ...
Maintaining Firm's Operating Accounts
Trust fund account management functionality may also be used to maintain firm's operating accounts. For easy identification, name the account as "Operating Account #1".... When you add or withdraw funds, choose "[Self-Attorney/Firm]" in the client ...
Paying Invoice From Trust Account
An invoice can be paid directly from a trust account. Under Invoices tab, in the listing on invoices for a case or a client, click on the green dollar sign (Pay Invoice). In the pop-up box, check "Pay From Trust Account" checkbox and then select a ...
Deleting Trust Account Entries
Consider trust transaction listing in CaseFox a replication of the bank transactions in the corresponding bank account. We recommend that you add or withdraw funds from CaseFox trust accounts after you have already made such transactions in the real ...
Accounting Advance Payment Without Using Trust Accounting
Suppose you receive advance payment thatcannot be characterized as trust fund. For example, you provided paid consultation, valued $150, but offered to give a credit of $150 against future services. This money has actually been earned by you, hence ...
Trust Balance on Invoices
By default, if invoices for a client that has a trust fund balance, will include trust fund information. A Invoice will reflect how much money from the trust fund to be used for paying the invoice. To disable using and mentioning trust fund on the ...
Trust Account Starting Balance
Starting balance is the money in a trust account that belongs to the attorney or the firm. In some jurisdictions, it is permissible to use your own funds (small amount such as $50) to cover bank charges (if your jurisdiction does not allow putting ...
Single or Multiple Trust Accounts
CaseFox can handle multiple trust accounts. Hence, if you have multiple trust accounts with your bank(s), you can replicate those accounts in CaseFox and then "Add" or "Withdraw" funds. Alternatively, you may also create just one trust account in ...
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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 ...