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How to Export Data from TimeSlips

This article goes over how to export data from TimeSlips for use in the data migration process.

Jesus Diaz avatar
Written by Jesus Diaz
Updated over a month ago

To export data from TimeSlips, follow the instructions below:

Contacts and matters:

  1. Click Reports > Clients.

  2. Click the + sign in the top right of the dialogue box.

  3. Click Add a specific standard report to the report list.

  4. Select the Client Info Listing report and then click Next.

  5. Click Next.

  6. Click Open Report Entry and then click Next.

  7. Double click Client Classification and filter for open, closed, or inactive records as needed.

  8. Click Options and confirm that all the boxes are checked.

  9. Click Print to, select Microsoft Excel File and then click Print.

  10. Check the box for Include column titles and then click OK.

    • The excel file will automatically open after the export. Once opened, save the file in .xls format.

Unbilled time and expense entries:

  1. Click Reports.

  2. Click the + sign in the top right of the dialogue box.

  3. Click Add a specific standard report to the report list.

  4. Select the Slip Listing report and then click Next.

  5. Click Next.

  6. Click Open Report Entry and then click Next.

  7. Select Slips from Filter Groups.

  8. Double click Slip Billed and set it to No.

  9. Click Print to, select Microsoft Excel File and then click Print.

  10. Check the box for Include column titles and then click OK.

    • The excel file will automatically open after the export. Once opened, save the file in .xls format.

Outstanding balances:

  1. Click Reports.

  2. Click the + sign in the top right of the dialogue box.

  3. Click Add a specific standard report to the report list.

  4. Select the Aged AR Balances By Date report and then click Next.

  5. Click Next.

  6. Click Open Report Entry and then click Next.

  7. Click Print to, select Microsoft Excel File and then click Print.

  8. Check the box for Include column titles and then click OK.

    • The excel file will automatically open after the export. Once opened, save the file in .xls format.

Trust balances:

  1. Click Reports.

  2. Click the + sign in the top right of the dialogue box.

  3. Click Add a specific standard report to the report list.

  4. Select the Funds Account Listing or Funds with Running Balances report and then click Next.

  5. Click Next.

  6. Click Open Report Entry and then click Next.

  7. Click Print to, select Microsoft Excel File and then click Print.

  8. Check the box for Include column titles and then click OK.

    • The excel file will automatically open after the export. Once opened, save the file in .xls format.

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