How To Export Time/Expense Entries

Modified on Sat, 27 Aug 2016 at 11:36 AM

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."

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article