Create a Remote Entry firm database
Create a Remote Entry firm database on your laptop for use away from the office.
If your firm database is configured to let staff members use the Remote Entry feature, you can use the
Remote Entry
window to create a remote entry firm database for use when you are away from the office.If your laptop is connected to the firm network, use this procedure to create a remote entry firm database.
You can also use this procedure whenever you want to update the client data on your laptop.
This procedure replaces all existing Remote Entry firm data on your laptop, along with any time or expense entries that you haven’t transmitted. Be sure to transmit all existing entries before updating your Remote Entry firm data.
- Choose to open theRemote Entrywindow.
- Select theEnable Remote Entrycheckbox.
- Choose an existing filter from theClient data to storefield.If a filter doesn’t exist, select theMorebutton
to create a new filter, and then select the new filter.
noteIf you don’t select a filter, all data is exported. - SelectOK.
- When prompted to verify that all entries have been transmitted, selectYes.
- SelectOKto dismiss the warning about removing existing data.
A new Remote Entry firm database is created on your laptop.
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 by email or other means.
The next step in the Remote Entry process is entering time and expense transactions remotely.
