Setup (General)

Creating a Remote Entry firm database

If your firm database is set to allow staff members to use the Remote Entry feature, you can use the
Remote Entry
 dialog to create a remote entry firm database for you to use when you are away from the office.
If your laptop is connected to the firm network, use the following procedure to create a remote entry firm database.
You can use this procedure whenever you want to update the client data on your laptop.
This procedure replaces all existing Remote Entry firm data from your laptop, along with any time or expense entries that you have not transmitted. Be sure to transmit all existing entries before updating your Remote Entry firm data.
  1. Choose
    Setup
    System Configuration
    Remote Entry
     to open the
    Remote Entry
     dialog.
  2. Mark the
    Enable Remote Entry
     checkbox.
  3. Choose an existing filter from the
    DT Practice Client data to store
     field. If an appropriate filter does not exist, select the More button to create a new filter, then select the new filter.
    note
    If you do not select a filter, all data is exported.
  4. Select
    OK
    .
  5. When prompted to verify that all entries have been transmitted, select
    Yes
    .
  6. Select
    OK
     to dismiss the warning about removing existing data.
note
If you need to provide updated Remote Entry data to a staff member who is unable to return to the office, you must export the data and send it via email or other means.

This article applies to:

  • Product: DT Practice