With Income and Expense Tracker, we keep a track of your incomes and expenses.
Making it easier for you to keep a proper account of your money. CaseFox imports Income and Expense entries automatically from payments received from your clients and payments made to your vendors, making it easier for you to monitor your funds through our expense tracking software.
Best expense tracking software
Our online expense tracking software maintains the income expense ledger for your firm. Income and expense entries are automatically imported from payments received from your clients and payments made to your vendors. Alternatively, you can also login to additional income and expenses on CaseFox.
Keep track of income and expense entries for different years with an income and expense tracker
Using our online expense tracking software, you can view all the income and expenses for previous and current years. You may edit automatically imported (from Vendors module) expense entries. You may also re-categorize ledger entries in the correct categories.
Generate consolidated expense report with automated expense reporting
A list of Income-expense transactions can be downloaded in an Excel sheet. You can also generate a consolidated report containing all types of incomes and expenses for the current year.
You can also upload expense receipts to a cloud-based service (Google Drive or any similar service that provides separate URLs for individual documents) and attach those document URLs to income and expense entries. You may also store these documents in local or shared drives. However, links to local or shared drives will not be accessible from the browser.
Generate account statement reports
Select a client and download invoice and payment statements in PDF and Excel files. With expenses tracking software you can generate account receivable and operating account transaction reports separately in pdf and excel files.
Top client services for the best client experience
With the premium features in all the plans offering top-notch client services when it comes to data migration and security, CaseFox makes your everyday practice easy.
The Legal billing solution is very user-friendly as it requires the least of inputs.
Get help from our exceptional customer support team via email or phone. We are here for you.
Protect your client’s information and firm’s data with industry-leading security methods and protocols.
Free Data Migration
Easily transfer all your data from your existing software to CaseFox.