Call Log Planning

[J.Azaria]

What would be needed legally if these call records were used as part of billing? E.g., I often work from home and have client conference calls. Would an archived csv download be acceptable as proof to either a client or the IRS? Would the archived storage be user accessible at all?

This is probably why my (and prob. yours too) bank uses PDF. They are more difficult to tamper with than a .csv or .xls so are better as a permanent record

I can deal with 45 days online and the rest can be one pdf (or excel or csv) file per month. The archived files can be downloaded up to a certain period of time, say 1 year?

This is how my bank handles it (except it's 60 days history, I think) and it works great.
60 days in online searchable and a year of statements in PDF.

Perfectly fine imho.

[NY Tel Guy]

Not THE J Azaria from Continuum Health Partners in NYC?

[J.Azaria]

Not THE J Azaria from Continuum Health Partners in NYC?

Didn't realize there was a "THE" J. Azaria though I'd think over the years I've come damn close...

But sorry, no. I'm not him.

Maybe I should find and meet him?
Is he really that special?
Other than the infamous Hank, Ms. Google was not that helpful..

[NY Tel Guy]

lol, there was a little friendly sarcasm in my "THE" comment......
Joe was someone I knew and we have not seen each other in quite a few years.