Tabs3 Expense Exporting

Moving unbilled Expenses from Tabs3 to LeanLaw

Jay Sanchez avatar
Written by Jay Sanchez
Updated over a week ago

Along with other typical data such as Clients and Matters, you're firm will likely want to bring their Expenses to the new software.

To complete this, navigate to your Report Writer in PracticeMaster. Find the Client Expense Summary, and Modify it. Switch to the Image Layout tab, and scroll down to Detail Image.

We'll need to add two additional fields: Client_ID, and Name. Add those to your Detail Image line, making sure that they are justified left and in the order:

Name -> Client_ID -> Date -> Tmkr -> Amount -> Description

Once setup, be sure and change Output Type to Export As: Comma Quote Delimited, and save. Print to PDF, and output to File. Send us your Expenses alongside your other other files to have them uploaded! 

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