Vendors
How to add a vendor Invoice?
You can easily add a vendor invoice with CaseFox, by following the few steps mentioned below: 1. Log in to CaseFox. 2. Click on the "Vendors" tab present on the navigation bar. 3. Select the vendor for which you want to add an invoice. 4. Go to ...
How to delete a vendor?
You can easily delete a vendor with CaseFox; by following the few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on "Vendors" tab. 3. Click on the "Delete icon" at the far right of the vendor you want to delete. 4. ...
How to attach vendor documents?
1. Log in to CaseFox. 2. In the navigation bar, click on "Vendors". 3. Select the desired vendor to which you want to attach documents. 4. Go to the "Vendor Documents" sub-tab. 5. On the right, you will see the "Upload File" button. 6. Upload your ...
How to add a new vendor?
You can easily add a new vendor with CaseFox by following a few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Vendors". 3. On the top right click on the "Add Vendor" button. 4. Fill in the details and click on ...
How to record payment for vendors?
You can easily record payment with CaseFox; by following a few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on "Vendors". 3. Select the desired vendor. 4. Go to the "Vendor Invoices" sub-tab to view the list of ...
How to delete a vendor invoice?
Steps for deleting a vendor invoice: 1. Log in to CaseFox. 2. In the navigation bar, click on Vendors. 3. Select the desired vendor. 4. Go to the Vendor Invoices sub-tab. 5. Click on the delete icon next to the vendor invoice you want to delete, then ...
How to delete a certain payment transaction of a vendor?
1. Log in to CaseFox. 2. In the navigation bar, click on Vendors. 3. Select the desired vendor. 4. Go to the Vendor Payments sub-tab. 5. Click on the delete icon next to the payment you want to delete.
How to search for vendor documents?
Steps for searching vendor documents in CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Vendors" tab. 3. Select the desired vendor where you want to search for a document. 4. Go to the "Vendor Documents" sub-tab. 5. On the ...
How to print payment receipt for a vendor payment?
Login -> Vendor -> Vendor Payments -> Print 1. Login to CaseFox. 2. Go to the "Vendors" tab present on the navigation bar. 3. Select the vendor whose payment receipt you want to print. 4. Then select the "Vendor Payments" tab. 5. Select the desired ...
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 ...