Exports

PDF export styles

Report, Invoice, Timesheet, Daily report, Summary, and Ledger PDFs.

PDF exports come in six styles, from a simple report to a signable timesheet. Pick one and the in-app preview shows the first page.

Choose a style

  1. In a new export, choose .pdf from the file type menu.
  2. Select the Style button beside Sort. It shows the current style, such as Report, and opens the PDF style menu.
  3. Pick a style. The preview redraws with real totals.

The styles

  • Report: a table under a clean header.
  • Invoice: bill to, items, and total.
  • Timesheet: a signable timecard per person.
  • Daily report: each day’s work in time order.
  • Summary: totals and breakdowns first.
  • Ledger: every row, numbered.

Styles and columns

While you haven’t changed the columns yourself, picking a style also sets that style’s default columns and sort. Once you have edited the columns, a new style keeps them. Your most recent style is marked Last used, and new PDF exports start from it.

Common questions

Can I export an invoice as a PDF?

Yes. Choose .pdf, select the Style button beside Sort (it shows the current style, such as Report), and pick Invoice. It needs the Billable rate and Billable value columns, which require access to financial data.

Can I export a signable timesheet?

Yes. The Timesheet PDF style creates a signable timecard for each person.