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Exporting the ledger from Client Matter Enquiry

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Written by Antoine Larsen
Updated over 2 weeks ago

Follow the below steps to export the ledger into Excel from Client Matter Enquiries:

  1. Select from the Main Menu the Client Matter Enquiry.

  2. Put in the matter number required.

  3. Select PRINT at the bottom of the screen.

  4. Select Export to Excel.

  5. Then RUN REPORT.

  6. This will produce the ledger in Excel.

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