Posts Tagged ‘payroll’

When I export my file to Desjardin, the company number I entered doesn’t match the company number in the exported file, why?

Monday, November 12th, 2012

For Desjardin, the company number must be 8 characters long. If your company code is shorter than this, we need to append a 0 at the front.
EXAMPLE: For company V001, the value must be 0000V001

Change to Desjardin exporting

Thursday, June 21st, 2012

If you use Desjardin for payroll, we’ve now added a feature to specify if you pay weekly or every 2 weeks. This will output the data a little differently in the export file so that Desjardin recognizes the two weeks separately.

How To Transfer TimeCards to Sage Peachtree

Wednesday, May 9th, 2012

Generating the CSV file

1) Go to Manage My Bussiness and verify that Peachtree is selected, if not select it and save the setup:
Peachtree How To

2) Go to the Reports option and select Export to Peachtree:
Peachtree How To

3) Select the information according to the steps mentioned in the preparation report and once everything is done click on Create Report:
Peachtree How To

4) Finally the CSV file will be generated, save it in your hard disk by clicking on Save Link As, as shown in the screen:
Peachtree How To

Importing in peachtree:

1) In the File option, go to Select Import/Export:
Peachtree Import How To

2) In the select Import/Export screen, click on (1) Time/Expense, then select (2) Time Ticket Register and finally click on (3) Import
Peachtree Import How To

3) Go to the the options tab (1), select the file to be imported (2) and finally press OK (3), the data will be imported.
Peachtree Import How To

How To Transfer TimeCards to Quickbooks

Thursday, March 22nd, 2012

Setting up Quickbooks

  1. Go to MANAGE MY BUSINESS -> GENERAL -> GENERAL SETTINGS
  2. Under Payroll, select Quickbooks as the payroll option.
  3. A popup will appear, requesting you to import payroll items. Any items you have already entered will be displayed here.
  4. Select a file to import.
  5. Click on Upload file, that will load the items list to save them. (Any duplicates will be detected)
  6. All items will be listed, where you can select which you want to bring into the TimeWellScheduled system.
  7. Next, you will be shown an employee list, where you can select which Payroll Type coincides with each employee.
  8. Click Save to save any changes.
  9. Click on the link below where you previously selected Quickbooks in the Payroll settings to create a CSV file.

Exporting to Quickbooks

  1. Go to REPORTS -> PAYROLL -> QUICKBOOKS EXPORT DATA.
  2. Select the time frame you wish to export, as well as departments/employees you want in the report.
  3. Click “Create Report”.
  4. Click the file link to download it.

Importing into Quickbooks

  1. Go to File -> Utilities -> Import -> IIF Files
  2. Select the payroll file you saved from TimeWellScheduled.
  3. Open the file, and review the content.

How To Transfer TimeCards to PAYweb

Friday, October 28th, 2011

From TimeWellScheduled

  1. Approve timecards
  2. Select reports
  3. Select either:
    1. Hours preparation report
    2. Hour and shift preparation report
    3. Hour, shift and pay preparation report
    4. Enter the required date range for the pay period
    5. Check all departments, hourly, active and verify if all the employees that fit this category are properly selected
    6. Compare to PAYweb report and verify if accurate, then print
    7. View and print report
    8. Export to: select PAYweb
    9. Right click the selected named report
    10. Save link as
    11. Name report something meaningful such as pp11_2011.txt to your desktop
    12. Follow directions from Payweb to upload to their FTP server

From PAYweb

    Through SFTP

  1. Notify PAYweb.ca support that you want to upload your Timecard file through SFTP, and wait for login access.
  2. Download and install a FTP Client (eg. Filezilla), and configure a ftp connection to sftp.payweb.ca.
  3. After ensuring your files name is TIMECARD.TXT, and it is in a fixed length ASCII format, upload your Timecard file to the PAYweb SFTP server.
  4. From PAYweb.ca

  5. From the Process Payroll menu, click Receive Time.
  6. You will receive a file confirmation message. Click Enter to continue.
  7. You will receive a post confirmation message. Click Enter to continue.
  8. If you have any errors, you will be notified. Otherwise, click Enter to continue to the Display Reports screen.
  9. The reports will be listed on this page, where you can print the reports to verify the total hours uploaded from the time collection system.

IMPORTANT: To make any corrections, you have two choices:

  1. Make the correction using option 1. Enter Payroll
  2. Go back to TimeWellScheduled, and correct the file there and resubmit. (You will need to contact [email protected] to reset the timecard file, if you select this option.)

How To Transfer TimeCards to EasyPay

Tuesday, October 25th, 2011

Windows

One time procedure: Create a new folder under EasyData and name it “TimeCards”. Create a shortcut path to the TimeCard folder (i.e. network share) Example z:\EASYDATA\CTC142\Timecards\

EasyPay: the EasyPay Customizer module must already be installed and setup
before you can do your first transfer.

From TimeWellScheduled

  1. Approve timecards
  2. Select reports
  3. Select either:
    • Hours preparation report
    • Hour and shift preparation report
    • Hour, shift and pay preparation report
  4. Enter the required date range for the pay period
  5. Check all departments, hourly, active and verify if all the employees that fit this category are properly selected
  6. Compare to EasyPay report and verify if accurate, then print
  7. View and print report
  8. Export to: select EasyPay
  9. Right click the selected named report
  10. Save link using a meaningful file name like pp11_2011.txt
  11. Save the file to the shortcut path created (refer to OneTime
    procedure above)
  12. Check to ensure that the file was saved to the desired folder
  13. Make sure to use the correct file name and not the default
    name.

From EasyPay

  1. Close previous pay period
  2. Make any changes to employee profiles (i.e. terminations,
    activations)
  3. Print list of active employees using the click & pick reports
  4. Select Periodic
  5. Select Customizer Module
  6. Select import timecards
  7. Select create regular time cards
  8. Check to ensure correct pay period is showing. Change as
    required
  9. Select Import Folder/File, select the correct folder that has already
    been setup
  10. Click O.K. twice
  11. Verify that the timecards are there