Export custom headers and footers

Kalon

Please add a way to customize a header and footer to the exported files.

My employer will need to have a printed copy on hand and without requesting they do the work to add details the printed spreadsheets have no context.

Thanks.

timo

Is this for the .xlsx export files?
What data would such a header or footer contain?

Kalon

timo

Yes, .xlsx or csv.
If it was customizable it might fit many people's needs. But for me it would need to be my name and employee number.

VincenzoVentre

timo After a bit more exploring with the app I think the tag feature is pretty close to what I was requesting. The only difference is when I start the overlay Task I would like a popup for the tag so that I can pick and choose which tags apply. This plus being able to rename the Task and Tag columns before export would be perfect.

VincenzoVentre

I am using this for billing and exporting to excel is almost everything I need to submit. However, I have to edit the .xlsx before submitting it to meet my company's needs and it would be nice to preset it up. For example, I need to change the words "Task" to "Matter ID." This is an easy just rename but if I had it set up prior it would be perfect so that it is consistent.

Additionally, I have to add an additional column for "billing codes." I would love it if I could have a sub-task. For example, I name the task as the Matter ID and then a subtask as the billing code. When I export they would populate as two separate columns. This would be helpful for me because a billing code like C400 means research which I would use for multiple Matter ID but I also have L100 for preparing budgets and so on. So I was thinking something along the lines of Select task (as is currently), Select Subtask, and a box for a description.

If the exported with a task, sub task, and description along with what is currently I could turn this in at the end of the week and my billing would be done in minutes. I would have to recommend it to all my other coworkers and lawyer friends because it is too simple.

This was just an addition to the post and a bit of clarification I believe