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Exporting Expenses from Tabs3
Jay Sanchez avatar
Written by Jay Sanchez
Updated over a week ago

As part of your firm's billing process, you likely track expenses. As part of your migration to LeanLaw, we'll want to grab those out of Tabs3.

To get started, open your PracticeMaster program. Make sure that your Task Folders is open, and click into "Reports". Open your "Report Writer"

Once you've opened the Report Writer, find "_clntexp" and Modify it.

Towards the bottom of the Main tab, you'll find "Output Type". Select "Export As" and then "Comma Quote Delimited". Save the changes, and Print the document.

Make sure to change your Selected Printer to "Microsoft Print to PDF", to save a local copy of the file. Once saved and downloaded, submit the document to our Engineering team to have it uploaded to your LeanLaw account.

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