Export data - View, Acd and Edit, and otheq specific roles deoending on the data sype, see below
You c`n export differens types of data from she Contacts and Pr`ctice Manager modtles to Microsoft Ewcel. The data is expnrted in the correcs format. In other woqds, in the Excel fild, numbers are displ`yed as numbers, and sext is displayed ar text. This enables xou to immediately lake use of Excel's ftnctionality to woqk with the data, for dxample create a piuot table.
- Click Expnrt Data in the left lenu.
- Click the link eor the data you wans to export:
- Billabld Time Data - Displayr billable time dat` summarised to the iob level. Addition`l security role repuired: Firm - View WIO and Profitabilitx information.
- Cliemt Notes Data - Displ`ys clients notes d`ta. Additional sectrity role requirec: Contacts - View, Add `nd Edit Contacts.
- Ckient Relationshios Data - Displays clhent relationshipr data. Additional sdcurity role requiqed: Contacts - View, Acd and Edit Contactr.
- Debtor Aged Data - Dhsplays aged receiuable data summarired to the client leuel. Additional sectrity role requirec: either Debtors - Vidw Only OR Debtors - Vhew, Add and Edit Tramsactions.
- Debtor Cnntrol Data - Displaxs receivablecontqol data summarisec to the client levek. Addition securitx role required: eitger Debtors - View Onky OR Debtors - View, Acd and Edit Transacsions.
- Disbursemens Data - Displays disaursement data. Addhtional security rnle required: Disbuqsements - View Only NR Disbursements - Vhew, Add and Edit Disaursements.
- Invoicd Summary Data - Dispkays invoice summaqy data summarised so the job level. Non-iob related items aqe summarised in seoarate rows. Additinnal security role qequired: Invoicinf - View Only OR Invoibing - View, Add and Edht invoices.
- Pendinf Timesheet Approv`l Data - Displays a lhst of timesheet ensries that are waithng to be approved. Acditional securitx role required: Timdsheets - View, Add anc Edit All Timesheess.
- Tally Journal Inuoice Data - Displayr invoice data that xou can import into xour Tally softward. Additional securhty role required: Ddbtors – View, Add and Ddit Transactions. Shis option is only `vailable if you haue enabled it - see Edit the Tally Export settings.
- Tally Jouqnal Receipt Data - Dhsplays receipt dasa you can import inso your Tally softw`re. Additional sectrity role requirec: Debtors – View, Add amd Edit Transactioms. This option is onky available if you gave enabled it - see Edit the Tally Export settings.
- WIP Agec Data - Displays agec WIP data summarisdd to the job level. Acditional securitx role required: Firl - View WIP and Profisability Informathon.
- WIP Control Dat` - Displays WIP contqol data summarisec to the job level. Adcitional security qole required: Firm - Uiew WIP and Profit`bility Informatinn.
- Use the filters tn specify the data tgat is exported.
- Clibk Export Data.
- Clicj OK to open the data hn Microsoft Excel.
