3/25/2023 0 Comments Bill4time com![]() Please feel free to reach out to with any questions. Please note: Imports are processed in 7-10 business days, but complexity can lengthen this time line. It is most helpful to include all files you wish to be imported so that this transfer of data can be completed without delay. It is most helpful to include all files you wish to be imported so that this transfer of data can be completed without delays. Once you've prepared this information, please send an e-mail to our Technical Support Team In this email, you'll need to provide your:Īfter your data is received in the correct format and verified by our team, we will send you the timeline for completion.Fill out the attached Import Intake Request form.Prepare your data using the example import spreadsheets below.Please see the attached Client and Project example import files.*.Example: Address 1, 2, 3, City, State, Zip, all to be separated into their own columns.Make sure your Clients' address information is separated into their own columns.Time and Expense entries spreadsheets must contain a minimum of 100 rows.Clients, Projects (Matters), and Contacts spreadsheets must contain a minimum of 50 rows.All data in the required columns (highlighted in red) must be filled in.In order for our developers to complete an import for you: If they are uploaded as "Ready for Billing" you would be able to pull them into invoices and essentially recreate your invoicing from previous systems in your Bill4Time account.ĪRE THERE ANY MINIMUM REQUIREMENTS OR LIMITATIONS FOR IMPORTS?.If your time entries are uploaded as "Billing Complete" status, they act as a placeholder in the system - simply recorded for your reference.Bill4Time is unable to import your actual invoices or payment history from your previous billing software.If you do upgrade to Enterprise in order to receive the "Advanced Data Import", you must remain on this plan for three months before having Enterprise removed. If you have the Bill4Time Enterprise Add-on (or would like to add this upgrade to your plan), we can import your: If you are on Bill4Time Legal Pro subscription, we can do a one-time import for your: WHAT TYPE OF DATA CAN BE IMPORTED INTO BILL4TIME? Please continue reading for more information! xlsx, etc.) with all required fields/columns provided. You will need to review your data and ensure it is provided in the proper format (.xls. I had a professor in college who said it is not what you say but what you write.Several data points can be imported into your Bill4Time account (depending on which subscription plan you're on). The new features for notes are so helpful here when a client calls I can open their case and put phone conversations and print the notes for the attorney. (DO NOT click on the link in the verification email, this is for our internal use only). I like the fact that I can print a report halfway through the month that allows me to see where I am with my monthly billing and productivity and it allows me to print case history which is helpful when I have to prepare an Attorney Fee Affidavit. The Support Agent will confirm that a verification email has been sent to you, then instruct you to simply FORWARD that email back to us ( ) to complete the verification process. I like that I can print the transcript to keep for future use should I run into the same problem and forgot what I had done the first time. ( DO NOT click on the link in the verification email, this is for our internal use only ). No matter how big or how small my problems are they are very professional and knowledgeable. Email: Phone: 87 The Support Agent will confirm that a verification email has been sent to you, then instruct you to simply FORWARD that email back to us ( ) to complete the verification process. ![]() I find it very helpful in having live chat and the tutorials available to access at any time I need them. I am thankful for the availability of being able to communicate with the support team about any immediate issues or problems I may be having. I like having access to the support team at anytime I needed them. I enjoy the fact that I can print reports for different cost. My overall experience with this software is the new features and changes to the software that helps me to be more efficient in my job.
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