features

images/bluebox-5px-by-5px.jpg Export data from Copy Audit to Client Profiles.
images/bluebox-5px-by-5px.jpg Reduce the time it takes to post copies, postage, fax, etc. to a few minutes per month.
images/bluebox-5px-by-5px.jpg Charge different rates to different clients for copies and fax pages.
Client Profiles Time & Billing File Export Options for ADD4PC

Data collected from the ADD-4 Copier Control unit(s) can be formatted for importing into the Client Profiles Time and Billing program.

First Time Setup

To initially configure the ADD4PC Data Collection Program for interfacing with the Client Profiles Time and Billing Program, follow the setup procedure below.

Select SETUP|User Defined Export Format.
Create the following Export String:

   [TP][DL][CL][MT][AC][QU][U$][E$][US]

Change the name of the Export to Client Profiles.
Click Save.

Note: the export string can be created by clicking - in the following order - the Type, Date (L), Client, Matter, Account, Quantity, UnitCost Ext.Cost and User buttons.

 

 

Exporting Data to Client Profiles

  1. After collecting ADD-4 data, select FILE|Export|Client Profiles.
  2. Enter the desired date range and click Export.
  3. Under Save in: enter a directory path.
  4. Under File name: enter the name of the file to export.
  5. Click Save.

Once the data has been formatted and an export file has been created, go into Client Profiles and follow their instructions for importing.