How To Export Time/Expense Entries

How To Export Time/Expense Entries

Time/expense entries (including private notes) can be exported in many ways:

1.  Above the note listings, you will see the Excel and PDF icons to export the displayed note (time/expense) listing.
2.  Same as above for trust fund transactions.  Click on "Trust Fund Transactions" for a client and export.  Or click on "Trust Accounts" tab and export displayed entries.
3. To export all data, click on "Settings/Report" -> "Export All."
4. To export selected data within a selected date range, click on "Settings/Reports"-> "Run Reports."
5.  To export staffwise billable data, click "Settings/Reports" -> "Staffwise Billing Report."