Reports
How to download overdue reminder notices for all clients?
Login -> Dashboard -> Reports -> Invoice & Payments -> Overdue Notices 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Invoice& Payments” and ...
How to export all notes?
Login -> Dashboard -> Reports -> Cases -> Export all notes 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Cases” and click on “Export all ...
How to download the total hours of a particular client?
Login -> Dashboard -> Reports -> Clients -> “Daily Hours by Clients” 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Clients” and click on ...
How to download all time entries and other reports?
Login -> Dashboard -> Reports -> Cases -> All Time Entries & Other Reports 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Cases” and click on ...
How to export all unpaid invoices till date?
Login -> Dashboard -> Reports -> Invoice & Payments -> Export all Unpaid Invoices 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Invoice& ...
How to export only unbilled notes by clients?
Login -> Dashboard -> Reports -> Note(Time/Expense) -> “Export Only Unbilled Notes By Client” 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. Select Reports from the side bar. 4. Go to the sub tab ...
How to check the list of all events?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Task & Events". 4. Click on "All Event List", to view all the events.
How to download a summary of the client and trust account balance?
Login -> Dashboard -> Reports -> Account -> Client & Trust Account Balance 1. Log in to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab account and click on ...
How to export all notes for staff?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Note (Time/Expense)". 4. Click on "Export All Notes by Staff". 5. Select the desired staff and choose the preferred file format. 6. ...
How to download all notes by year?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Note (Time/Expense)". 4. Click on "Download All Notes by Year". 5. Select the year and click the "Download" button.
How to download a list of all contact names?
Login -> Dashboard -> Reports -> Cases -> Name List 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Cases” and click on “Name List”. 5. A ...
How to directly do action on invoice?
Login -> Dashboard -> Reports -> Tools -> Action on Invoice 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Tools” and click on “Action On ...
How to run a conflict check?
Login -> Dashboard -> Reports -> Tools -> Run [Conflict Check](https://www.casefox.com/conflict-check/) 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the ...
How to export a report of time and expense entries which are not invoiced yet?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Invoices & Payments". 4. Then, click on "Letter To Request Additional Trust Funds". 5. A Zip file will be downloaded to your ...
How to export only unbilled notes (case)?
1. Log in to CaseFox. 2. In the navigation bar, click on the Reports tab. 3. From the list, select the Cases option, then click on Export Only Unbilled Notes. 4. Choose the relevant case from the drop-down menu, and click the Download button. 5. A ...
How to download yearly and monthly client summaries?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Productivity Reports." 4. Click on "Year To Date and Month To Date by Client" to download the summaries.
How to download account transactions?
Login -> Reports -> Account -> Download Account transaction 1. Login to CaseFox. 2. Go to the "Reports" present in the navigation bar. 3. Go to "Account" and click on download account transaction. 4. Go to the sub-tab account and click on "Account ...
How to get details of task code activity?
Login -> Reports -> Cases -> Task Code Activity 1. Login to CaseFox. 2. Go to the "Reports" tab on the navigation bar. 3. Select "Cases" from the list. 4. Under cases, you will find "Task Code Activity", click on it. 5. Select the desired case and ...
How to export the calendar list?
Login -> Reports -> Task & Events -> Export Calendar List 1. Login to CaseFox. 2. Go to the "Reports" tab on the navigation bar. 3. Select "Task & Events" from the list. 4. Click on "Export Calendar List". 5. An Excel file will be downloaded into ...
How to download notes, invoices and payment lists?
Login -> Reports -> Cases -> All Time Entries & Other Reports 1. Login to CaseFox. 2. Go to the "Reports" tab on the navigation bar. 3. Select "Cases" from the list. 4. Click on the "All Time Entries and other Reports". 5. Select the case and click ...
How to export all notes at once?
Login -> Reports -> Clients -> Export All Notes at Once 1. Log in to CaseFox. 2. Go to the "Reports" tab, then select "Client" from the list. 3. Click on "Export all Notes". 4. Select the Client and file format (excel or PDF) in which you want to ...
How to download today's productivity report?
Login -> Reports -> Productivity Reports -> Today's Report 1. Login to CaseFox. 2. Go to the "Reports" tab present on the navigation bar. 3. Select "Productivity Reports" from the list. 4. Click on "Today's Reports" option 5. After opening 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 ...