Share favourites
Favourites are stored in text files, so it's easy to copy them and share them with your colleagues or move them to another computer.
Use these settings to store your favourites files in a network folder so that others can use them. Then, quickly this setting with Options Profiles. If you share favourites this way, any changes made to favourites will be reflected on all computers pointing to this folder.
- Set up your favourites as you like them.
- Go to File menu, then click on Options. (If you are on the Start screen, click on Options in the blue bar on the left.)
- Expand Files and Folders on the left side of the dialog box, then click on Common Folders.
- Check the box to Share data monitors and favourites on a network.
- Click the browse button and point to the folder on your computer or the network where the data monitors and favourites will be stored. The path in this field should be a full network path, such as \\ComputerName\Folder and be available through Windows permissions to other folders on your network.
- If you enter a path to a folder that doesn't exist, click create folder.
- Click Apply or OK to save your changes.
Copy favourites
If you don't share data monitors with others, but you have a set of monitors you want to use on another computer, or set to a colleague, you can copy and paste the data monitor files:
- Go to File menu, then click on Options. (If you are on the Start screen, click on Options in the blue bar on the left.)
- Expand Files and Folders on the left side of the dialog box, then click on Common Folders.
- Under the field labelled Put data monitor and favourites in this folder, click the link for View local data monitor and favourites folder.
- This opens a Windows folder where the favourites are saved. Look for the files with Favourites in the name. Favourites are separated by year and module, such as Trilogy.T1TY2017.Favourites.xml.
- Copy the file(s) you want and place it in the favourites folder on the other computer.
- Restart TaxCycle to see the changes.