Expense Entry
How to check if a invoice was emailed or not after generating invoice?
With CaseFox you can check the status of your email for invoice in few quick steps mentioned below Login CaseFox -Dashboard -Billing & Payments - Bill -Email Icon -eMail Icon Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose billing & payments from the bar. On the billing section, choose the desired entry, scroll towards the right. You will find an email icon, if the invoice is emailed to the persSome readersHow to move an expense entry to another case?
You can only move unbilled expense entries. To move expense entries with CaseFox in few easy steps; to move entries follow the below steps: CaseFox -Dashboard -Time/Expense -Expense entry -Move Icon Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose time/expense entry from the side bar. From the listing, select the desired entry. To move a certain entry, click on the icon situated towards the right top.Some readersHow to retrieve/ search expense entries?
You can retrieve expense entries with CaseFox in few easy steps; to search follow the below steps: CaseFox -Dashboard -Time/Expense -Search bar Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose time/expense entry from the side bar. From the listing, select the desired entry. To search a certain entry, type in the search tab, situated towards the left top.Few readersHow to add a new expense entry?
You can create an expense entry with CaseFox in few easy steps; CaseFox -Dashboard -Time/Expense -New expense entry -Save Login to CaseFox. Go to dashboard, to the left corner you will find the side bar. Choose time/expense entry from sidebar. On the top right click on “add new expense” entry . Fill in the details and click on save.Few readersWhat does billed and unbilled expense entries mean?
Expense entries for which you have generated an invoice are called billed expense entries and for which invoices are not generated they are called unbilled entries.Few readersHow to edit an expense entry?
You can edit an unbilled/ billed expense entry with CaseFox in few easy steps; to edit follow the below steps: CaseFox -Dashboard -Time/Expense -Edit Icon-Save Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose time/expense entry from the side bar. From the listing, select the desired entry. Click on the edit icon, situated towards the right. Fill in the details and click on save. youtube How to Edit an Expense Entry inFew readersHow to delete an expense entry?
You can delete an expense entry with CaseFox in few easy steps; to delete follow the below steps: CaseFox -Dashboard -Time/Expense -Delete Icon Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose time/expense entry from the side bar. From the listing, select the desired entry. To delete a certain entry, click on the delete icon, situated towards the right.Few readersWhat is a no charge expense entry and how do you log a no charge expense entry?
You can create no charge expense entry with CaseFox in few easy steps: CaseFox -Dashboard -Time/Expense -New expense entry -Check No charge entry -Save Login to CaseFox Go to dashboard, to the left corner you will find the side bar Choose time/expense entry from sidebar On the top right click on “add new expense” entry Fill in the details, to mark it as free charge entry, uncheck the box and click on save.Few readersHow to download invoices in HTML format?
With CaseFox you can download your invoices in HTML format in few quick steps; mentioned below Login CaseFox -Dashboard -Billing & Payments - Three dots - Download in HTML format Login to CaseFox Go to the dashboard, to the left corner you will find the side bar. Choose billing & payments from the bar. Go to the billing section, click on the desired invoice. To the right, click on the “three dots” and you will find the download invoice in HTMFew readers
Time Entry
What does billed and unbilled time entries mean?
Time entries for which you have generated an invoice are called billed time entries and for which invoices are not generated they are called unbilled entries.Few readersHow to edit a time entry?
You can edit a unbilled time entry with CaseFox in few easy steps; to edit follow the below steps: CaseFox -Dashboard -Time/Expense -Edit Icon-Save Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose time/expense entry from the side bar. From the listing, select the desired entry. Click on the edit icon, situated towards the right. Fill in the details and click on save. youtube How to Edit a Time Entry in CaseFox's NewFew readersWhat is a no charge time entry and how do you log a no charge time entry?
You can create no charge time entry with CaseFox in few easy steps: CaseFox -Dashboard -Time/Expense -New time entry -Check No charge entry -Save Login to CaseFox. Go to dashboard, to the left corner you will find the side bar. Choose time/expense entry from sidebar. On the top right click on “add new time” entry. Fill in the details, to mark it as free charge entry, uncheck the box and click on save. youtube What is No Charge Time Entry and How Do You Log a NoFew readersHow to create a time entry directly from dashboard?
To record your billable hours from dashboard in few steps: Login to CaseFox Go to the dashboard, to the right corner Towards the right click on the countdown icon to start recording your time.Few readersHow to move a time entry to another case?
You can only move unbilled time entries. To move time entries with CaseFox in few easy steps; to move entries follow the below steps: CaseFox -Dashboard -Time/Expense -Time entry -Move Icon Login to CaseFox Go to the dashboard, to the left corner you will find the side bar. Choose time/expense entry from the side bar. From the listing, select the desired entry. To move a certain entry, click on the icon situated towards the right top. youtube How to Move aFew readersHow to delete a time entry?
You can delete a unbilled time entry with CaseFox in few easy steps; to delete follow the below steps: CaseFox -Dashboard -Time/Expense -Delete Icon Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Choose time/expense entry from the side bar. From the listing, select the desired entry. To delete a certain entry, click on the delete icon, situated towards the right. youtube How to Delete a Time Entry in CaseFox's New UI (vQpnoSsbFew readersHow to retrieve/ search time entries?
You can retrieve unbilled time entries with CaseFox in few easy steps; to search follow the below steps: CaseFox -Dashboard -Time/Expense -Search bar Login to CaseFox Go to the dashboard, to the left corner you will find the side bar. Choose time/expense entry from the side bar. From the listing, select the desired entry. To search a certain entry, type in the search tab, situated towards the left top. youtube How to Retrieve / Search a Time Entry in CaseFox's NFew readersHow to create a new time entry?
You can create time entry with CaseFox in few easy steps; CaseFox -Dashboard -Time/Expense -New time entry -Save Login to CaseFox Go to dashboard, to the left corner you will find the side bar Choose time/expense entry from sidebar On the top right click on “add new time” entry Fill in the details and click on save.Few readers