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Exporting the billing lines in a billing line manager

To export the billing lines in a billing line manager to .xls:

  1. Select Operations>Billing Line Managers. A list of billing line managers appears.
  2. Highlight the billing line manager you want to view. Click View iconView up above. The billing lines appear.
  3. Sort or filter your list to isolate the group of records you want to export. You can also export the entire list, unfiltered, if you want. You can export up to 10,000 records.
  4. Click Export iconExport from the toolbar. The Export pop-up appears.

    Important: Do not close this pop-up. Closing the pop-up cancels your request for exported data. If needed, you can minimize the Export pop-up.

  5. Optionally, continue working in SmartTurn while your export request is being processed.

    Note: You can only create one export request at a time. However, you can continue with all of your other work in SmartTurn.

  6. When the export is complete, a dialog opens asking you if you want to open or save the file.
  7. Select Save. Save the file to a directory on your machine.
  8. A spreadsheet appears with the data you selected. SmartTurn exports many attributes of your data, not just the columns you see in the list view.
  9. At this time, it is safe to close your Export pop-up. Select Close if the pop-up does not automatically close once your export is complete.

See Also

Working with billing line managers

Creating a billing line manager

Editing a billing line manager

Deleting a billing line manager

Viewing the billing lines in a billing line manager

Using a billing line manager to create an invoice

Billing line manager field descriptions

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