Articles on: Accounts

How to edit the description of a transaction?

With CaseFox you can edit description of a transaction in trust account; by just few steps mentioned below

Login CaseFox -> Dashboard -> Accounts -> Trust Account ->Trust transaction -> Description -> Save

Login to CaseFox.
Go to the dashboard, to the left corner you will find the left side bar.
Choose Accounts from the left side bar.
Go to the desired trust account.
Hover over the transaction you want to edit, on the right hand side, click on the button “Description”.
Fill in the details.
Click on save.

Updated on: 23/03/2023

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