To export data from TimeSlips, follow the instructions below:
Clients & Matters
- Click on Reports tab
- Click Client
- Click "Client Info Listing"
- Choose to print as "Excel File" in the drop down menu prompting to choose a file type located in the bottom right hand menu of the window.
- Create/Print file (It won't actually print the file)
- Open and Save
Repeat the steps above for other desired Exports:
- Time slips
- To Do's
- AR balances
Once the upload has been completed, inform your Customer Success Manager so we may begin the migration process.