Date printed: 12-10-2018   Last updated: 07-02-2008

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Applies to versions: 1.6, 1.8, 1.9, 1.10



Peachtree Export Settings



TimeIPS Payroll Export can generate a file with your payroll data. Using the IPSEPI Extended Payroll Integration module, the file can be imported in your Peachtree payroll application.

Security Level Required: Payroll Administrator

Using the left pane Main Menu, click on: Administration » Payroll and Reports » Payroll Export

 

 

Step 1: Select Export Contents



Step 1: Select Export Contents

 

    Select a Payroll Type and Payroll Period for the date range you are working on from the drop-down boxes and click on the button labeled Prepare Payroll for Export. Next you should see the payroll calculation being scheduled

     


    NOTE: If necessary, it is possible to manually select your payroll time range and employees as well as change the export settings for payroll using the appropriately labeled tabs at the top of this page..

     



    Calculation Status

     

     

    Step 2: Choose an Export Format



    Step 2: Choose export format

     

    Select Peachtree from the drop down menu and then click on the button labeled Export Payroll Data




No preset defined

 

Click on Add Preset to begin setting up a preset for the Peachtree export

NOTE: A Preset is a set of stored settings that are used each time a payroll file is generated. If your settings change from one group of employees to another, you may create multiple presets and select the preset that applies for the group you are exporting at the time.

 

 

  • The preset window will appear.

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  • Once your preset has been configured, click on Save Settings to save, or Cancel to exit without saving.
  •  

     

    Step 3: Export Payroll



    Step 3: Export payroll

     

     

    1. On the next screen be sure that your new preset is the one selected in the Export Settings Preset drop down menu.
    2. Optionally if you wish to add a comment to the export making it unique and easily identifiable you can do so now.
    3. Click Continue

     



    Payroll export calculating

     

     

    Step 4: Download Payroll Export



    Step 4 download payroll export

     


    Note: Editing of time events is locked during payroll processing to avoid having another user make changes via the Time/Edit Report that would not be reflected properly in the current payroll run.


    Click on the download link to save the newly created payroll export file.


    File names will vary based on export format
    If you have confirmed that the information contained in this export is correct and wish to permanently lock the payroll period click the button labeled Yes, the export was accepted otherwise choose Cancel, return to TimeIPS


    If you chose Cancel return to TimeIPS the export will be listed as Pending. Pending exports can be exported again to other payroll output formats as often as you like until they have been finalized

    If you chose Yes, the export was accepted you should now see the payroll run labeled as Exported Exported payroll runs are locked, time can no longer be edited in the system for this period of time.

    The TimeIPS Knowledge Base is updated frequently.
    Please continue to check back for further details about TimeIPS payroll exports.

    For immediate assistance with any of the above payroll exports,
    call our Customer Support staff at 877-846-3256.

     

    Setting up Peachtree

     

    NOTE: You must have pay rates in Peachtree for each type of pay (example: overtime, standard, vacation) with out them you will get an error during the import about the pay type . Peachtree only supports 40 hours for salary employees so TimeIPS will only export standard time for employees marked salaried.

     

    Step 1: Setting Employees to use Time Tickets

     

  • From the Maintain menu, select Maintain Employees/Sales Reps. Peachtree displays the Maintain Employees Sales Reps window.

     

  • Select the Pay Info tab.

     

  • Enter or select the employee ID. To display a list of existing employees, type ? in this field, or select the Lookup button.

     

  • Select Hourly-Time Ticket Hours from the Pay Method list.

     

  • Verify or enter appropriate pay rates for each hourly pay level.

     

  • select the Save button.
  •  

    Step 2: Creating a Default Activity Item for Payroll

    NOTE: If you already have an Activity Item for payroll you can skip this step.

     

  • Select Inventory Items from the Maintain menu.

     

  • Enter a unique item ID for the activity item.

     

  • Select either Activity item as the item class.

     

  • Enter a short description of the activity item.

     

  • Enter the Stocking U/M, Item Type, and Location for the item.

     

  • The default G/L income account is displayed. If this is not correct, you can change the account to something more appropriate for this particular item.

     

  • Select the Item Tax Type code (this determines whether or not the item is exempt from taxes).

     

  • select the Save button.
  •  

    Step 3: Creating an Import Template

     

  • Select Import/Export from the File menu.

     

  • On The Fields Tab only have the following marked to Show.

     

  • Select the Options Tab.

     

  • Put a check mark in the First Row Contains Headings box under Import Options.

     

  • Under Import/Export File click on the arrow and choose the location where you plan on saving your Peachtree export file from TimeIPS.

     

  • Click on the Save button and name the Settings TimeIPS.


  • See Also:
    Payroll Export (TimeIPS Version 1.6) (1.6, 1.8, 1.9, 1.10)

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