Exporting Billing Rates

You can use the Billing Manager to export your form and/or hourly billing rates to .csv files. Using Microsoft Excel, you can modify the .csv file, if desired, and then import it back to your primary computer or to another computer. See Saving an .xls as .csv.

To export standard form rates:

1. Click the Tools menu; then, select Billing Manager.
2. Click the Form Rates tab.

Billing Manager (Form Rates tab)

3. Click Export.

A Browse For Folder dialog box appears.

4. Navigate to the location where the file is to be saved.
5. Click OK.

To export standard hourly rates:

1. Click the Tools menu; then, select Billing Manager.

Billing Manager (Hourly Rates tab)

2. Click Export.

The Browse for Folder dialog box appears.

3. Navigate to the location where the file is to be saved.
4. Click OK.

 

See Also:

Modifying Billing Rates in a .csv File

Importing Billing Rates