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Clients, jobs and worktypes can be exported from the main site, and can be imported to the remote site using ttexport.exe and ttmerge.exe.
| Data fields exported | Notes |
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Partner identifier |
If the partner identifier already exists at the RTE site, the clients will be attached to this identifier. |
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For personal clients Client identifier Surname Nee Initials Title Forename Qualification Salutation 1 Salutation 2 Sex Date of birth Date of death Tax references Tax district Tax NI number |
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For business clients Client identifier Name Business type Business base Date trading began Date trading ceased |
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| Address records | All addresses in client maintenance |
| Year ends | All the year ends for the client |
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Involvements |
This is the information shown on the client links screen in client maintenance, relating to other clients. |
| Partners shares | |
| Directors shareholdings | |
| Marriages | |
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Extra business data Trade description Full business name Full trading name Management basis Tax district Tax reference Tax PAYE district Tax PAYE reference Date incorporated Country Miscellaneous flags: Section 62 Section 63 Registered for VAT Subcontractors ceased trading before 1997 PLC Closed company |
This relates to management accounts: other, monthly, quarterly, half yearly |
The job types and worktypes from the main site can be exported to the remote site using the ttmerge and ttexport facility.
Exporting and importing