Billable Item Export

How to export your billable items for an easy upload to your payroll provider

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Crelate allows the ability to export Billable items for the purpose of importing to your payroll solutions. It is a best practice to use the Billable grid to run this export.

To begin, navigate to Billable Items and select the Export icon in the top right of your screen.

Next, choose which Client or Job Opportunity you'd like to export or simply enter in a date range to narrow your export (presumably based on a given pay period). Pro Tip: As a best practice, we strongly encourage customers Complete Unclaimed Items. This will make these items as completed and ensure, in future exports, you don't accidentally claim these items.

What's Next?

With your items exported, considering sending an invoice from within Crelate.

Did this answer your question?