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