How to setup Integration
Click ‘Settings / Help’, then ‘Company settings’ and then ‘Payroll Settings’At the bottom of this page you will see two buttons ‘Data Export’ and ‘GL Code Setup’ click the ‘GL Code Setup’ button. This is where you setup what code belongs to where. When finished click 'Submit Changes'
If you need to setup codes for other items please click the ‘Setup GL Codes for Items’ button. In here you will have all the items your company uses. Select the item and add the code. Click 'Save' when done.
Then click 'Back to GL Code Setup' and then click 'Back to Payroll Settings'. Next click the ‘Data export’ button.
The top section is the Data Export, the bottom is the Company Bank details.
Click the dropdown menu and select the required item. Please Note: The Authority Key is only for online accounting systems such as Xero. When done click Submit changes.
Next go back to the 'Main Menu'. Click 'Report / Inquiry', then 'Accounting / Finance' and then 'General Ledger Analysis'
Here you can select just one pay period, or multiple pay periods, and you can also tick the 'Show breakdown by pay period and/or show breakdown by employee' if required.
When done you can either preview the report or export it.
If you need to setup codes for other items please click the ‘Setup GL Codes for Items’ button. In here you will have all the items your company uses. Select the item and add the code. Click 'Save' when done.
Then click 'Back to GL Code Setup' and then click 'Back to Payroll Settings'. Next click the ‘Data export’ button.
The top section is the Data Export, the bottom is the Company Bank details.
Click the dropdown menu and select the required item. Please Note: The Authority Key is only for online accounting systems such as Xero. When done click Submit changes.
Next go back to the 'Main Menu'. Click 'Report / Inquiry', then 'Accounting / Finance' and then 'General Ledger Analysis'
Here you can select just one pay period, or multiple pay periods, and you can also tick the 'Show breakdown by pay period and/or show breakdown by employee' if required.
When done you can either preview the report or export it.
