Export remote entry data
Use the Export remote entry data screen to export data to an XML file. You can then give the data to someone working remotely who can't connect to your network.
To use exported remote entry data, the remote employee needs to have Practice CS 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 the same way as in the office, and send the data electronically to the office.
To access the Export remote entry data screen, select
File
, Export
, then Remote Entry Data
.The 1st 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 proper 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.
- In the Export remote entry data screen, mark the checkbox for each client you want to export.
- Select
next to the Export to remote entry data filefield and go to the location where you'd like to export the remote data entry file.noteIf you’re running Practice CS through Virtual Office CS or SaaS, you can go to the files on your local network. - Enter a name for the file, which will have an XML extension, then selectSave.
- On the Export remote entry data screen, selectExport Selectedto save the XML file to the specified location.
- Send the XML file to the remote employee, either by attaching it to an email message or by other means.
