Creating a Remote Entry firm database

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

Please tell us how we can make this topic more helpful.

Characters left:

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 Practice CS Client data to store field. If an appropriate filter does not exist, click the More More button button to create a new filter, then select the new filter.

    Note: If you do not select a filter, all data is exported.

  4. Click OK.
  5. When prompted to verify that all entries have been transmitted, click Yes.
  6. Click 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.

For the next step in Remote Entry process, see Entering time and expense transactions remotely.

Related topics

Share This