Miscellaneous

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.
  1. In the
    Export Remote Entry Data
     screen, mark the checkbox next to each client you want to export.
  2. Select the More button next to the
    Export to Remote Entry data file
     field and navigate to the location where you would like to export the remote data entry file.
  3. Enter a name for the file, which will have an
    .XML
     file extension, and select
    Save
    .
  4. On the
    Export Remote Entry Data
     screen, select the
    Export Selected
     button to save the XML file to the specified location.
  5. Provide the XML file to the remote employee, either by attaching it to an email message or by other means.

This article applies to:

  • Product: DT Practice