Articles on: Reports

How to request additional trust funds?

Login -> Dashboard -> Reports -> Clients -> “Request Additional Trust Funds”

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 “Request Additional Trust Funds”.
A word file will be downloaded onto your downloads folder.

Updated on: 27/03/2023

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