To export data from Sage TimeSlips, follow the instructions below:
Typical reports to use would be:
- Client Info Listing
- Timekeeper Info Listing
- Task Info Listing
- Slip Transaction Listing
Export Instructions:
- 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
- Events
- Notes
- AR balances
If the report is printed to the Display, the option to print to Excel will not be available.
If you need further assistance, please reach out to a customer service representative at Sage TimeSlips