• How to add a trust account?

  With CaseFox you can quickly add a operating account; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Add Account -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. On the right side, click on “add account” button Fill in the account details, check the box to select as an operating account. Click on save.Some readers

• How to transfer funds to a trust account?

  With CaseFox you can delete a trust account transaction; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Trust Account -Transfer Funds -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. On the right hand side, click on the button “Transfer Funds” Fill in the details Click on save.Some readers

• How to pay an invoice from a trust account?

  With CaseFox you can easily pay invoices from your trust account balance; by just few steps mentioned below Login CaseFox -Dashboard -Billing -Record Payment -Trust Accounting 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 bills tab and on the right side on your desired case, you will fined “record payment” icon on the right Click on record payment and select “Check This BSome readers

• How to export all accounting data for a particular account?

  With CaseFox you can download all your accounting data; by just few steps mentioned below Login CaseFox -Dashboard -Account-Download Icon 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 account. On the right you will find a download icon. Through clicking on the download icon, download the file.Some readers

• 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 handSome readers

• How to check for deleted trust entries?

  With CaseFox you can edit details of a particular trust account; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Trust -Edit Icon -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose Accounts from the side bar, click on the edit icon on right. Make the required edits. Click on Save.Some readers

• How to add an operating account?

  With CaseFox you can quickly add a operating account; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Add Account -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. On the right side, click on “add account” button Fill in the account details and click on save.Some readers

• How to add a private note to a trust account transaction?

  With CaseFox you can add personal note of a particular trust account transaction; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Trust -Add Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose Accounts from the side bar. Select a desired trust transaction On the right side, click on the view/add a personal note. Add your details and click on save.Some readers

• How to connect PayPal?

  With CaseFox you can add your PayPal; by just few steps mentioned below Login CaseFox -Dashboard -Settings-Firm Prefernces -Business Details Login to CaseFox From the left side dashboard, go to the left sidebar from there select Settings. From settings on the right choose Firm Preferences. In business details under preferences, add your PayPal email address.Some readers

• How to add funds to a trust account?

  With CaseFox you can delete a trust account transaction; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Trust Account ->Add Funds -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. On the right hand side, click on the button “Add Funds” Fill in the details Click on save.Some readers

• How to print a check for a trust transaction?

  With CaseFox you can print a check for particular trust account; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Trust -Print check Icon -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose Accounts from the side bar. Click on desired trust account and go to the transaction you want to get the check print You can print checks only for withdrawal transactions. On the right side of the tranFew readers

• How to search for accounts?

  With CaseFox you can search for trust or operating accounts; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Search Bar 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. On the top straight left, you'll find a search bar. Click on that, add a filter and search for your trust accounts.Few readers

• How to withdraw funds from a trust account?

  With CaseFox you can delete a trust account transaction; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Trust Account -Withdraw Funds -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. On the right hand side, click on the button “Withdraw funds” Fill in the details Click on save.Few readers

• How to add multiple clients under a single IOLTA account?

  With CaseFox you can easily add multiple clients under a single trust account; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Add Funds Login to CaseFox From the left side dashboard, go to the left sidebar from there select Accounts. Click on Add Funds, and then choose from the drop down “funds received for/from clients”Few readers

• How to view a private note?

  With CaseFox you can view personal note of a particular trust account transaction; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Trust -View Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose Accounts from the side bar. Select a desired trust transaction On the right side, click on the view/add a personal note.Few readers

• How to delete trust fund account entries?

  With CaseFox you can delete a trust account transaction; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Trust -Trust transaction -Delete Icon 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. To delete a particular trust transaction, go to the right side, you’ll find a delete icon.Few readers

• How to edit details of a trust account?

  With CaseFox you can edit details of a particular trust account; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Trust -Edit Icon -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose Accounts from the side bar, click on the edit icon on right. Make the required edits. Click on Save.Few readers

• How to update details of a trust fund account?

  With CaseFox you can update details of trust fund accounts; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Trust Account ->Edit Icon -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. Click on the desired trust account, on the top right you’ll find an edit icon. Click on it & fill in the details. Click on save.Few readers

• How to download all trust account data?

  With CaseFox you can add personal note of a particular trust account transaction; by just few steps mentioned below Login CaseFox -Dashboard -Accounts -Trust -Add Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose Accounts from the side bar. On the top right, you’ll find a download icon, click on that. A file will be downloaded with all your trust transactions and data.Few readers