Exporting remote entry data

Use the

Export Remote Entry Data

screen to export data to an XML file, which you can then provide to someone working remotely who cannot connect to your network.

To use exported remote entry data, the remote employee must have DT Practice installed on a laptop or other computer and import the exported data. The employee will then be able to perform various tasks, such as entering time and expenses, using the data that you exported for the employee. A typical scenario would involve the export of data for clients that the employee handles. The employee would be able to enter time transactions, accessing the clients’ engagements and other information in much the same way as she would in the office, and send the data electronically to the office.

To access the

Export Remote Entry Data

screen, choose

File

Export

Remote Entry Data

.

The first step in exporting remote entry data is to select the clients whose information you want to export. You may want to filter the client list to more easily find the appropriate clients. For example, if the remote employee is the associate responsible for certain clients, you could filter the client list by associate, using the Single method and selecting the associate.