How to export trust transactions for particular clients?
Login -> Dashboard -> Reports -> Clients -> “Export Transaction”
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab “Clients” and click on “Export Transaction”.
An Excel or PDF file will be downloaded into your downloads folder.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab “Clients” and click on “Export Transaction”.
An Excel or PDF file will be downloaded into your downloads folder.
Updated on: 27/03/2023
Thank you!