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
Click New Export Template button to add a new Export Template
Create Export template
Export Template name
Set the desired name for the template
Related object
Select Time
Description
Set the desired name for the
Field To Mark Record As Exported
Select Exported
Field To Record Exported By User
Select Exported By
Field To Record Timestamp Of Exported Record
Select Exported On
Use Field Labels as Column Headers
Choose if you want to use field labels for the column headers on the output file
Field list - right hand column (in grey)
Check each field desired to be included in the export
Click Save to save the changes
Click Cancel to not save the export template
Export Template detail page
Export template is now built.