Exporting hours for invoicing

To export hours you need to:

1. In the left-hand menu, «Time entries».
2. In the bar above the list, on the right, click the spanner icon «Tools» (next to the filters icon).
3. A window opens with two items on the left: «Export» and «Import time entries». «Export» is already selected, on the «New export» tab.
4. Choose the period and the filters — client, project, activity, person, billable or not — and look at the «Preview» that updates underneath.
5. Download with the «CSV», «Excel» or «PDF» buttons above the preview.

The preview is not a detail: it is where you notice you picked the wrong month, before sending the file to someone.

On a phone the «Tools» icon is not there: exporting is done from a computer.

⚠️ Do not invoice the same hours twice

It is the real problem of this screen, and there is a switch for exactly that, at the bottom of the window under the preview: «Mark entries as exported after download».

From then on those hours count as already out, and with the «Only not exported» filter (in the «Already exported» dropdown) next time you only pick up the new ones. Without this, every month you pick up last month’s hours too, and the risk is exactly that.

If you keep doing the same export

Save it: at the bottom of the window there is «Save as template», which keeps the combination of filters under a name (“Acme monthly invoicing”). From the «Templates» tab, at the top of the window, you reuse it with «Use». The dates stay editable every time.

The «History» tab holds the exports already done: on the row, the «Reuse filters» icon starts again from the same filters.

Questions this guide answers

• how do I export hours
• how do I make an excel of the hours
• how do I send the hours to the accountant
• how do I avoid invoicing the same hours twice
• where is the export button