Time Entry Export Automation

Billables supports auto-export of time entries through email automation. This path is recommended for those who want to automatically export time entries for all users within a firm, on a set cadence.

How it works

1. Firm admins to determine parameters of export:

   1. Cadence (daily, weekly, monthly, quarterly)

   2. Destination: determine an email address to send reports to (can be more than one)

2. Billables AI will generate email reports that are automatically sent according to the above. The emails will include a spreadsheet attachment with all of the approved time entries. View a sample report here.

   1. The report can include as many or as few fields as needed. These fields can be customized by firm.

   2. Fields that are commonly included: user name, date/time, clients and matters, narrative description, activity/task codes, etc.

   3. Only approved time entries will be exported. We recommend communicating timelines and expectations to firm employees so they can approve their time before the auto-export each day/week/month.

3. Depending on the practice management software, there are different ways to get this back into the billing system:

   1. If the platform has an email ingestion path, Billables AI can send the spreadsheet directly to a pre-determined email address

   2. Billables AI can send the emails to a billing assistant to upload time on behalf of the firm.

To set up time entry export automation, reach out to support@billables.ai