Time and Expense Entry
How to delete a time entry?
You can delete an unbilled time entry with CaseFox in a few easy steps; to delete follow the below steps: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case for which you want to delete a time entry. 4. Go to ...
How to move a time entry to another case?
You can only move unbilled time entries. To move time entries with CaseFox in a few easy steps; to move entries follow the below steps: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case from which you want ...
How to move an expense entry to another case?
You can only move unbilled expense entries. To move expense entries with CaseFox in a few easy steps; to move entries follow the below steps: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case from which you ...
How to add a new expense entry?
You can create an expense entry with CaseFox in a few easy steps; 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case for which you want to add a new expense entry. 4. Go to the "Time/Expense" tab, and click ...
How to create a new time entry?
You can create a time entry with CaseFox in a few easy steps; CaseFox -> Cases -> Select Case -> Time/Expense -> New time entry -> Save 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case for which you want to ...
What is a no charge expense entry and how do you log a no charge expense entry?
You can create a no charge expense entry with CaseFox in a few easy steps: CaseFox -> Cases -> Select a Case -> Time/Expense -> New expense entry -> Check No charge entry -> Save 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" ...
How to download invoices in HTML format?
With CaseFox you can download your invoices in HTML format in a few quick steps; mentioned below: 1. Login to CaseFox 2. In the navigation bar, click on the "Billing" tab. 3. Select the "Bill" tab. 4. On the right side of the invoice, click on the ...
How to check if a invoice was emailed or not after generating invoice?
With CaseFox you can check the status of your email for invoice in a few quick steps mentioned below: Login CaseFox -> Billing -> Bill -> UNPAID -> Email Icon 1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Under the ...
What does billed and unbilled time entries mean?
Time entries for which you have generated an invoice are called billed time entries and for which invoices are not generated they are called unbilled entries.
How to retrieve/search un-billed time entries?
You can retrieve unbilled time entries with CaseFox in a few easy steps; to search follow the below steps: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select the case for which you want to retrieve or search the time ...
How to create a time entry directly from dashboard?
1. Log in to CaseFox. 2. Type "Time Entry" in the global search box on the dashboard. 3. Click on the "Add Time Entry" option that appears. A new time entry form will open. 4. Fill in the required details and click the Save button.
How to retrieve/search expense entries?
You can retrieve expense entries with CaseFox in few easy steps; to search follow the below steps: CaseFox -> Dashboard -> Time/Expense -> Search bar 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. ...
How to edit an expense entry?
You can edit an unbilled/ billed expense entry with CaseFox in a few easy steps; to edit follow the below steps: CaseFox -> Cases -> Time/Expense -> Edit Icon-> Save 1. Login to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Select ...
How to edit a time entry?
You can edit an unbilled time entry with CaseFox in a few easy steps; to edit follow the below steps: CaseFox -> Cases -> Select case -> Time/Expense -> Edit Icon-> Save 1. Login to CaseFox. 2. Go to the "Cases" tab on the navigation bar. 3. Select a ...
What is a no charge time entry and how do you log a no charge time entry?
You can create no charge time entry with CaseFox in a few easy steps: CaseFox -> Cases -> Select case -> Time/Expense -> New time entry -> Check No charge entry -> Save 1. Login to CaseFox. 2. Go to the "Cases" tab on the navigation bar. 3. Select a ...
How to delete an expense entry?
You can delete an expense entry with CaseFox in a few easy steps; to delete follow the below steps: CaseFox -> Cases-> Select Case-> Time/Expense -> Expense -> Delete 1. Login to CaseFox. 2. Go to the "Cases" tab on the navigation bar. 3. Select 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 ...