• How to attach/upload documents under a ledger?

  Steps for attaching/uploading documents under a ledger: Login -Dashboard -Ledger -Documents -Upload Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select ledger from the side bar. In the sub tab “documents”. On the right side you will find an option to upload documents. Click on it and follow the shown steps.Few readers

• How to add income in a ledger?

  Steps for adding income in a ledger: Login -Dashboard -Ledger -Add Income -Details-Save Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select ledger from the side bar. Towards the right top you will find “add income” . Click on add income, fill in the details and click on save.Few readers

• How to download a consolidated expense report?

  Steps for downloading consolidated expense report: Login -Dashboard -Ledger -Download Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select ledger from the side bar. Towards the right top you will find download option. Click on it and a pop will appear. Choose the desired option as you like. All your transactions will be downloaded in a file on your PC and will be saved in your download folder.Few readers

• How to download all transactions of ledger?

  Steps for downloading all the transactions of ledger: Login -Dashboard -Ledger -Download Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select ledger from the side bar. Towards the right top you will find download option. Click on it and a pop will appear. Choose the desired option as you like. All your transactions will be downloaded in a file on your PC and will be saved in your download folder.Few readers

• How to update income under ledger?

  Steps for updating income under ledger: Login -Dashboard -Ledger -Update Income -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select ledger from the side bar. Hover on the desired income transaction, scroll towards the right, you will find “edit icon”. Through clicking on the icon you will be promoted to a pop up. Make the desired changes and click on save.Few readers

• How to search for ledger entries?

  Steps for searching ledger entries: Login -Dashboard -Ledger -Search Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select ledger from the side bar. Towards the right top you will find search bar.Few readers

• How to add expenses in a ledger?

  Steps for adding expenses in a ledger: Login -Dashboard -Ledger -Add Expense -Details -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select ledger from the side bar. Towards the right top you will find “Add Expense”. Click on add income, fill in the details and click on save.Few readers

• How to update expenses under a ledger?

  Steps for updating expenses in ledger: Login -Dashboard -Ledger -Update Expense -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select ledger from the side bar. Hover on the desired expense transaction, scroll towards the right, you will find “edit icon”. Through clicking on the icon you will be promoted to a pop up. Make the desired changes and click on save.Few readers