Miscellaneous

Accepting remotely entered time and expense transactions

For remotely entered transactions to be added to your firm’s database, you must accept them in the
Time & Expense Entry
 screen.
  1. Open DT Practice and log in to your firm’s database.
  2. Choose
    Actions
    , then
    Time & Expense Entry
    .
  3. Go to the Integrated Entries tab.
  4. Mark the checkbox next to each entry you want to accept.
  5. Select the
    Accept Selected
     button. The entries are moved into the firm database.
note
  • If you reject entries, they will be permanently deleted.
  • You can correct invalid or incorrect information on the Integrated Entries tab before accepting the entries.
For the final step in the Remote Entry process, review the Updating a Remote Entry firm database article.

This article applies to:

  • Product: DT Practice