Please doublecheck your data for any empty required cells and be sure to provide all of your spreadsheets at one time.
BILL4TIME GRADE.US UPDATE
When you've finished preparing your data, please send an e-mail to our Support Team (via In this email, you will need to provide your:Īfter your data is received in the correct format and verified by our team, we will update you with an estimated timeline for completion. ONCE MY DATA IS READY, HOW DO I INITIATE THE IMPORT PROCESS? We recommend running a "Client Ledger Report" or "Matter Balance Summary Report" to obtain this information. If this is a new client making a payment, this person will be the assigned account manager. 4) Fill out the specific parameters you want this Link2Pay to follow.
BILL4TIME GRADE.US DOWNLOAD
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.Ĭlick on "Expense Entries" option to download a copy of your account's expenses.Ĭlio does not have any data in the exports section that would provide you with your client's starting balances. 2) Click the Link2Pay tab on the Payments home screen. Please note: If your time entries are uploaded as "Billing Complete" status, they act as a placeholder in the system - simply recorded for your reference. We want you to get the most possible value from Bill4Time Payments, so we will beat or match your current processor pricing - if possible.
BILL4TIME GRADE.US FULL
But if you aren’t using Bill4Time Payments you aren’t getting the full value of an all-in-one Bill4Time Payments system. You will need the backdate this while setting up the export, to make sure that it is pulling your full list of entries. If you have another processor, you already know the value of online payments. You can download a copy of your account's time entries from the "Time Entries" option on the Clio Export page. If you have any contacts that you’ve already tied to specific Matters in your system, you will want to pull the “Contact Related Matters” option on your Export page as well.
If you have just a general list of contacts, you will get this data from the “Contacts” options on Clio's export page. You can retrieve this data from the “Matters” link on the export page. HOW DO I MATCH UP MY CLIO DATA WITH THE PROPER SPREADSHEET COLUMNS?Ĭheck out our tips and tricks below, for properly matching up your Clio data with the columns in our example import spreadsheets.Ĭlio does not have an option to export "Clients" specifically - but you can obtain most of this information by filtering your Contacts page to display Clients only, and then exporting that information. Given the pressures of the job, and the amount of documentation associated with elder care, it is an extremely difficult to target to. To be successful, a care manager has to achieve an 80 billable-time ratio, says Etheridge. Before submitting your request, you will need to complete the intake form and copy/paste your data into the proper columns in these spreadsheets. Her experience taught her to immediately focus on systems and procedures that minimized non-billable hours. Once you've successfully exported/downloaded your data from Clio, please download our Import Intake Form and the example spreadsheets (from the bottom of this article).
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