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 ...
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 ...