Fix Budget Project Monitoring

Modified on Sat, 27 Aug 2016 at 11:39 AM

CaseFox supports entering budget for a project.  Under the Cases (Projects) tab, select a case, then on the right side click on the Edit Case tab.  Enter "Budget/Max. Charges".  Enter 0 for no budget. Budget can be changed later.  You may also indicate if the budget includes the out of pocket cost by checking the checkbox.

Under case time entry listing, the system add a notification to help you keep track of the budget.  A real time report may also be obtained by clicking on Billing Report button on the Dashboard.  The report will include all cases with budget and indicate balance remaining.

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