AdvoLogix Matter Management

Export Templates

Updated Dec 04, 2020

Create and manage Export Templates which can be used to retrieve customized data from Time records for integration with external accounting and billing systems. 

Navigate to Advologix Setup

Choose Export Templates subtab

Export Templates

Export Templates
  1. Access, create, delete, or edit the available List views for the Export Templates SUBTAB's Export Templates tab
  2. Add a new Export Templates
  3. Change the owner of a Export Templates
  4. Access, create, delete, or edit the available Export Templates
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