1/9/2023 0 Comments Immigrate tabs3 to bill4time![]() ![]() In addition, we cannot bring in outstanding balances when multiple matters are being invoiced on one bill, these need to be entered into Clio manually to each matter by following these instructions here. *Accounts Receivables are derived from the Invoice.csv file with 'Unpaid' status and may not accurately provide a true outstanding balance as payments aren't being applied to these amounts. Open the zip file and verify data looks approximately correct.Wait for export, it will export to a zip file.It may also automatically save your zip file in your Downloads Then depending on your browser you may be asked to either Open or Save to your computer.Click Export Data button on the top right.Note: All other users must be logged out before proceeding with the export. Add a fee every time you send an email, or with the click of a button, track the time you spend reading email in your inbox. When you integrate with Outlook, it’s even easier. Right-click on an appointment in your calendar to bill for that time. If you are not certain, it is recommended that you consult with your Clio representative before proceeding. PracticeMaster has timers to track the time you spend on phone calls, research, and more. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. Please note that the success of any data migration depends primarily on the quality of the data set provided to us.Migrate from Bill For Time Migrate from Bill 4 Time Migrate from BillforTime.Have some questions? Contact us via email or phone at 1-88 ext 1. Thinking about trying Clio? Try it for free! ![]()
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