Peachtree - TimePilot Corporation
Contents
1. sure it s ready for export correcting erroneous transactions etc 3 Click File gt Export gt Peachtree TimePilot will take you to the Peachtree Export File Setup screen See Figure 9 Peachtree Export Version 4 0 1000 Sa Tei S Export your payroll data to A Peachtree Fa Pay Period to Export Company TimePilot Corp Batavia _ Pay Period 2011 06 12 to 2011 06 25 Exported File Location CrtpData odiExport Browse File Name TimePilot csv Starting Ticket Number 1 Completed for ID Completed for ID Job ID E Used in Sales Invoicing Customer Job Administrative Has been usedin Payroll 4 3 Pay Level Regular 1 Holiday 7 Sick Overtime 1 2 i 8 Qvertime 3 Personal Time Off 9 Overtime 3 4 Comp Time 10 Salary 5 Jury 11 Vacation 6 Jury Duty 42 a Figure 9 4 Figure 9 Item 1 above indicates where TimePilot will put the export file Make sure it matches the location described in step 17 of the Peachtree setup instructions on Page 3 5 If you ve never used the Time Ticket function in Peachtree before set your Time Ticket to 1 otherwise set it to your next available Ticket number See Figure 9 Item 2 In the Job ID box click the radio button next to Job See Figure 9 Item 3 In the Completed for ID box type Employee Capital E no quotes or period See Figure 9 Item 4 8 Make sure the Used in Sales Invoicing and the Has2. Been Used in Payroll boxes are not checked See Figure 9 Item 5 9 Click the Export button 10 You l see an Export Complete pop up box Click OK 11 Now you ll bring the exported file into Peachtree Start Peachtree 12 Click File gt Select Import Export ae e Accounts Recernvable Accounts Payable lt Payroll kp General Ledger die Inventory pP Jobs Account Reconciliation Figure 10 13 In the Select Import Export box highlight Time Expense in the box to the left and TimePilot Import in the box to the top right Then click the Import button in the menu bar across the top of the box See Figure 10 Time Ticket Register Options Import E sport File C tpD ataE sport P_Peachtree CSW Import Options W First Row Contains Headings Figure 11 14 When the Import box appears click the Options tab Make sure that the Import Export File box contains the correct location for your export file See Step 18 in the Peachtree setup for the location information See Figure 11 15 In the Import Options box click the checkbox next to First Row Contains Headings 16 Click OK Peachtree imports the TimePilot file
3. The TimePilot system Peachtree Export To export your TimePilot time and attendance data to Peachtree first you must set up the two programs so they can communicate It s a two step process but only needs to be done once After the setup is complete exporting the data Pages 5 6 is quick and easy 1 Setting up Peachtree 1 Start Peachtree then click Maintain gt Employee Sales Reps 2 Click dropdown box next to the Employee ID field to call up a list of employees then click an employee s name to call up that employee s record 3 Click the Pay Info tab and change the Pay Method to Hourly Time Ticket Hours See Figure 1 Maintain Employees amp Sales Reps file d Geto Windew Help Gp close Mew Lint Seve Gl Seve New Se Delete Each employee s Pay Method amp should be set to Hourly Ernie iD 12H al Time Ticket Hours Ls m oa oe General Additonal Info Par Info ywighhoiding inte incaton tck Tine Laeilleyee Fedi Compar Fedi Pay Meteod Hourly Time Thiet Hours Pay Frequency Biesy Asie Used To Bi Customer Cre Flot for health raran Serves W d electroricaly Figure 1 4 Save the employee s profile 5 Repeat the steps above for each employee then close the Maintain Employees Sales Reps box Maintain Jobs File Edit GoTo Window Help Close 5 New El List El Save Gi Save amp New Be Delete 6 Click Maintain gt Job C
4. osts gt Jobs 7 Create a new Job ID called Employee Capital E no quotes or period See Figure 2 8 Click Save then close the Jobs box Figure 2 Copyright 2011 TimePilot Corporation Batavia Illinois www TimePilot com 630 879 6400 10 11 12 13 14 Click Maintain gt Inventory Items Create a new item called Payroll Capital P no quotes or period See Figure 3 Make sure that the Item Class is set to Activity Item and that your Maintain Inventory Items File Edit GoTo Window Help Cee OU OG tt Close save Delete Changell Detall Note Reports Attach Help Item ID A E Inactive Subject to Commission Description Genera Bill of Materials ltem Attributes company s GL Account a biorast p P GL Income Acct p00 EW Click Save and close the Inventory Items box Figure 3 Click File gt Select Import Export Select Import Export jts Highlight Time Expense and Time Ticket Register Figure 4 then click Import 2 X amp amp 8 pE kpense S O I I ET Time Ticket Register mL Expense Ticket Register E Accounts Receivable 4 Accounts Payable lt Payroll amp y General Ledger ie Inventory p Jobs Description of Import Export Template ists time tickets e Time Expense omen Figure 4 15 In the Time Ticket Register screen make sure the fields are listed in the follo
5. te Cott ae niei Hp In TimePilot Central click the Help menu then About Your file location will be displayed in the Data Path section 18 In the Import Options area make sure the First Row Contains Headings box is checked Figure 7 19 Click Save and name the register TimePilot Import No quotes or period 20 Click Save 21 In the pop up box that appears click Cancel you don t want to import anything yet and close Peachtree That completes the Peachtree setup 2 Setting up TimePilot 1 Start the TimePilot software and open TimePilot Central 2 Double click the first employee s name in the list to call up their profile then click the Optional Tab Type the employee s Peachtree ID number in the Alternate ID field See Figure 8 Edit an existir Alternate ID First Name Middle Name Last Name Marsh Title Pay Rate 75 00 Address 1734 Main Street Batavia IL 60510 Figure 8 3 Click OK 4 Repeat Steps 2 and 3 for each employee That completes the TimePilot setup The TimePilot system Using the Peachtree Export Now that you ve set up your export here s how to use it 1 Start TimePilot Central If you haven t done so extract your pay period as described in the User Manual Click Periods gt Open Pay Period and open the extracted pay period that you wish to export to Peachtree Make
6. wing order Figure 5 Employee Vendor Pay Level Recorded by ID Has Been Used in Payroll Ticket Number Manual Timed Option Ticket Date Duration Has Been Used in Sales Invoicing Billing Type Activity Item ID Billing Rate Customer Job Admin Billing Status Completed for ID Billing Amount 1 2 i 4 5 6 7 8 Figure 5 16 Make sure there s a red check in the Show column for each of the 16 items above and move any items other than the above 16 to the bottom of the list of fields by using the Move Up and Move Down buttons Figure 6 Don t close this window yet you ll need it for the next step Time Ticket Register Fields mee Fyah ettinigs Show Title GA NSA E Employee vendor GA GA A E Recorded by ID GA Z Ticket Number GA BIE TicketDate a a a a OGA E a f ES EJE Er Move Up LEA WA IE Activity ltemiD LN GA BA IIE CustomerJobadm GA IA E Completedtorio Y NAA E Pake oai Figure 6 17 While still in the Time Ticket Register click the Options tab Figure 7 In this step yov ll tell Time Ticket Register Afa Options Peachtree which file to look for I when it imports your TimePilot eee Ok P P C MtpD atas sport T P_Peachtree CSW on information The Import Cancel Export File should point to 7 EE the file where you save your oan TimePilot data Not sure where TA Cret la
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