Export Billing from Time Processing

This article explains how to export billing data from Time Processing. The Billing Export feature allows administrators to generate a file containing billable shift data for invoicing based on selected filters and settings.

Access Time Processing

To export billing data, first navigate to Time Processing.

1. Open Schedule Xpress
2. Select Time Processing
3. Choose or build a filter that includes billing hours
4. Set your desired date range and apply the filter

Export Billing

1. Click the wrench icon in the top-right corner
2. Select Export → Billing Export
3. The Billing Export panel will open

Configure Billing Export

Within the Billing Export panel, configure the following:

• Branch
  Confirm or change the branch if needed
• Date Range
  Displays the selected date range from Time Processing
• Billing Export Template
  Select the appropriate export template
• Shift Status
  Choose which shift statuses to include (e.g., All or specific statuses)
• Customers / Sites (if applicable)
  Use available filters to refine which billable records are included
• Batch Number (Required)
  Enter a batch number for tracking purposes
• File Name (Required)
  Specify a custom name for the export file

Export the File

1. Click Export CSV or XML
2. The billing file will be generated and downloaded