AdvoLogix Help

Exporting Time

Updated

A Time Export is used to retrieve customized data from time records for integration with external accounting and billing systems.  Please note, the export templates are built to detail customized data to be retrieved from time records.

  1. Select the checkboxes to choose the time records to export
  2. Select the Export button

Template Choice

Choose from the available Export Templates.  If the list is empty, no export templates have been created yet.  To create an export template, follow this link.

Format Choice

Once the export template is chosen, choose one of the following buttons:

  1. Select Export to CSV to export the selected time entries to a csv file.
  2. Select Export to XLS to export the selected time entries to an excel file.
  3. Select Done to return to the time tab without exporting the selected time entries.

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