AdvoLogix Matter Management

How do I export Time from the Time tab?


A Time Export is used to retrieve customized data from Time records for integration with external accounting and billing systems.  The export file can be formatted in either CSV or XLS file formats.

Export Templates are built to detail customized data to be retrieved from Time records.  For additional information on Export Templates see: Adding an Export Template

On the Time Tab

  1. Select the list view needed
  2. Use the checkboxes to choose the Time records to export
  3. Select the Export button

Template and Format Choice

  1. Choose from the available Export Templates
  2. Choose from the two format options for the format of the exported data
  3. Select Done to return to the Time tab without exporting
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