Accounts
How to search for accounts?
With CaseFox you can search for trust or operating accounts; with just a few steps mentioned below: Login CaseFox -> Accounts -> Search Bar 1. Log in to CaseFox. 2. Select "Accounts" present on the navigation bar. 3. On the top straight left, you'll ...
How to edit details of a trust account?
With CaseFox you can edit the details of a particular trust account; with just a few steps mentioned below: Login CaseFox -> Accounts -> Trust Accounts-> Edit Icon -> Save 1. Log in to CaseFox. 2. Choose the "Accounts" tab on the navigation bar. 3. ...
How to download all trust account data?
1. Log in to CaseFox. 2. Choose "Accounts" from the navigation bar. 3. Click on the "Trust Accounts" tab, then click on the account whose data you want to download. 4. On the top right, you will find a download icon, click on that. 5. Select the ...
How to update details of a trust fund account?
With CaseFox you can update the details of trust fund accounts; with just a few steps mentioned below: 1. Log in to CaseFox. 2. Go to the "Accounts" tab, then click on "Trust Accounts". 3. Choose a trust account whose details you want to update. 4. ...
How to export all accounting data for a particular account?
With CaseFox you can download all your accounting data; with just a few steps mentioned below: 1. Login to CaseFox. 2. Click on the "Accounts" tab present on the navigation bar. 3. Go to the desired account. 4. On the right you will find a download ...
How to print a check for a trust transaction?
With CaseFox you can print a check for a particular trust account, with just a few steps mentioned below: Login CaseFox -> Accounts -> TRUST ACCOUNTS -> Select account -> Print check Icon -> Generate 1. Login to CaseFox. 2. Click on the "Accounts" ...
How to add multiple clients under a single IOLTA account?
With CaseFox you can easily add multiple clients under a single trust account; by just few steps mentioned below: 1. Log in to CaseFox 2. In the navigation bar, click on the "Accounts" tab. 3. Select the desired trust account. 4. Click on the "Add ...
How to delete trust fund account entries?
With CaseFox you can delete a trust account transaction with just a few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select the desired trust account. 4. To delete a specific trust ...
How to add an operating account?
With CaseFox you can quickly add an operating account; with just a few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Click the "Add Account" button on the right side. 4. Fill in the account ...
How to check for deleted trust entries?
With CaseFox you can edit the details of a particular trust account; with just a few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select the desired account. 4. Click on the "Deleted Entries" ...
How to withdraw funds from a trust account?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select the desired trust account. 4. On the right-hand side, click the "Withdraw Funds" button. 5. Enter the necessary details. 6. Click "Save" to complete the process.
How to connect PayPal?
With CaseFox you can add your PayPal; with just a few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. Select the "Organization" option from the list. 4. Click on "Firm Preferences". 5. Under ...
How to transfer funds to a trust account?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select the desired trust account. 4. On the right-hand side, click the "Transfer Funds" button. 5. Enter the required details. 6. Click "Save" to complete the transfer.
How to add funds to a trust account?
With CaseFox you can delete a trust account transaction; with just a few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select the trust account you wish to add funds to. 4. Click the "Add ...
How to pay an invoice from a trust account?
With CaseFox you can easily pay invoices from your trust account balance with just a few steps mentioned below 1. Log in to CaseFox. 2. Click on the "Billing" tab in the navigation bar. 3. Go to UNPAID section. 4. On the right side of the desired ...
How to add a private note to a trust account transaction?
With CaseFox you can add personal notes of a particular trust account transaction; with just a few steps mentioned below 1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select a desired trust transaction 4. On the ...
How to edit the description of a transaction?
With CaseFox you can edit the description of a transaction in a trust account with just a few steps mentioned below 1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select the desired trust transaction. 4. Hover over ...
How to add a trust account?
With CaseFox you can quickly add a trust account with just a few steps mentioned below 1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Click the "Add Account" button on the right side. 4. Fill in the account details. ...
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 ...