Exports and File Details

Settings/User Access

Access to Exporting from Bill4Time has been automatically applied to any users with the user type, "System Admin."  If you would like to change who has access to export data from your Bill4Time account follow the steps below:

1. User 
2. User Permissions
3. Scroll down to Data Management
   1. Enable Exports

Exports Available: 

When selecting dates for an export, if you would like to include all data select any date in 2000 through the current date.  This will ensure all of your data is included in the export. 

• B4T Payments
  • When selecting Dates, this specifies that only payments within these dates will be exported.
• Bank Accounts
• Client Notes
• Client User Billing Rates
• Clients
• Contacts Expenses
• Invoice Batches
• Invoices
• Locations
• Originating Attorneys
• Payments & Balance Adjustments
• Payments Applied
• Matters
• Matter Log
• Matter User Billing Rates
• Time Entries
  • When selecting dates, this specifies to the date the entry was created, not the date of the entry.  For example if a time entry is created on 07/01/2024 with a date of work of 09/01/2023, it will only show on an export with the dates that include 07/01/2024. 
• Trust Accounting
• Users 
• Subscribers