To export data from TimeSlips, follow the instructions below:

Clients & Matters

  1. Click on Reports tab

  2. Click Client

  3. Click "Client Info Listing"

  4. 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.

  5. Create/Print file (It won't actually print the file)

  6. Open and Save

Repeat the steps above for other desired Exports:

  • Time slips

  • To Do's

  • Events

  • Notes

  • AR balances

Once the upload has been completed, inform your Customer Success Manager so we may begin the migration process.

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