Onvio - Export Data

Log in to Onvio

  • Access the Onvio platform using your credentials.

 

Exporting Client Data:

1. Navigate to the Relevant Area

  • Depending on the type of data you want to export (e.g., client information, tax documents, financial data), navigate to the relevant module:
    • Onvio Documents for documents and files.
    • Onvio Tax for tax-related data.
    • Onvio Client Center for client data.

2. Select the Data or Files to Export

  • For documents: Go to Onvio Documents and select the folders or individual files you wish to export. You can use checkboxes to mark specific items.
  • For client data: If you're in Onvio Client Center, you can go to the Client section and select the clients whose data you want to export.

3. Export Options

  • Once you have selected the data:
    • Look for an Export or Download option. This is usually found in the top navigation bar or as a right-click menu option.
    • Choose the format in which you'd like to export the data (e.g., CSV for client data or ZIP for documents).

4. Save the Exported Data

  • After initiating the export, Onvio will prompt you to download the file or set a location to save it on your computer. Ensure you choose a secure location for sensitive client or tax information.

If you're exporting specific data or reports (like tax returns), there might be specialized options in the Reports or Tax Returns sections within Onvio Tax.

 

 

Exporting A/R and WIP Reports

  1. Navigate to Reporting > Firm Reports.

  2. Select the desired report:

    • A/R Recap: Provides a summary of A/R activity over a specified period.

    • WIP Recap: Offers a summary of WIP activity for the chosen timeframe.

    • A/R Aging: Lists unpaid client invoices by date ranges, highlighting overdue payments.

    • WIP Aging: Displays WIP items categorized by aging periods.

  3. Click Create.

  4. Choose Excel (.XLS, .XLSX or .CSV) format.

  5. Download the report to your computer or save it to a secure location.

 

Exporting Billing Entries (WIP)

  1. Go to Time & Billing > Billing.

  2. On the Selection tab, choose your billing criteria.

  3. Select the items you wish to bill.

  4. Click Export to generate an Excel file containing your billing entries.

  5. Choose Excel (.XLS, .XLSX or .CSV) format.

  6. Download the report to your computer or save it to a secure location.

 

Exporting Invoices

  1. Navigate to Time & Billing > Billing > Review Invoices.

  2. Select the invoices you wish to export.

  3. Click Export in the toolbar.

  4. Choose Excel (.XLS, .XLSX or .CSV) format.

  5. Download the report to your computer or save it to a secure location.

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