Ledger
How to update expenses under a ledger?
Steps for updating expenses in the ledger: Login -> Hover on the Accounts tab -> Ledger -> Update Expense -> Save 1. Log in to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. 3. In the ...
How to search for ledger entries?
Steps for searching ledger entries: Login -> Hover on the Accounts tab -> Ledger -> Search 1. Login to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. 3. Towards the right top you will ...
How to attach/upload documents under a ledger?
Steps for attaching/uploading documents under a ledger: Login -> Hover on the Accounts tab -> Ledger -> Documents -> Upload 1. Login to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. ...
How to download all transactions of ledger?
Steps for downloading all the transactions of the ledger: Login -> Hover on the Accounts tab -> Ledger -> Download 1. Login to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. 3. At the ...
How to download a consolidated expense report?
Steps for downloading the consolidated expense report: Login -> Hover on the Accounts tab -> Ledger -> Download 1. Login to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. 3. At the top ...
How to update income under ledger?
Steps for updating income under the ledger: Login -> Hover on the Accounts tab -> Ledger -> Update Income -> Save 1. Login to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. 3. In the ...
How to add expenses in a ledger?
Steps for adding expenses to a ledger: Login -> Hover on the Accounts tab -> Ledger -> Add Expense -> Details -> Save 1. Login to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. 3. At ...
How to add income in a ledger?
Steps for adding income to a ledger: Login -> Hover on the Accounts tab -> Ledger -> Add Income -> Details-> Save 1. Login to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. 3. At the ...
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