To access the Data Export tab:
- Click the gear wheel icon in the upper-right to view Company Settings.
- Navigate to the Data Export tab.
Status Report Distribution List
The status report email can be distributed to any email address (even if the recipient is not a Timesheets.com user) and contains current timesheet and expense totals, plus other important information. The totals are not based on the company payroll schedule, but instead on the time period you select for Frequency (daily, monthly, or weekly).
Use the Send To All button to send the emails in real-time.
Payroll Data Formats and QuickBooks
This section contains additional settings for formatting payroll data export files for various payroll and accounting software. For information on payroll exports, see our Integrations and Exports section.
ADP Compatible Settings
Enter the Company Code and Batch Number for ADP exports. (Leave the batch number set to “AA” unless you need to change it.)
Enter the pay codes as defined in the Ceridian system which correspond to your account pay codes. The export file is generated with the following fields: Employee Name, Employee Number, Pay Code, Hours
All of the employee attributes can be set within each user’s settings. They should match those values used within your Ceridian Payroll account.
Heartland Compatible Settings
Enter the Customer Number for the Heartland export format.
Paychex Preview Settings
You can define the earnings codes you would like to use with the Paychex Preview system. These earnings codes must exist in the Preview software prior to performing the import process. You must define all the values in order to generate an export file.
Payroll CS Settings
To generate a Payroll CS file, enter the wage or deduction values below. The wage or deduction number in the import file must match the corresponding pay or deduction item number in Payroll CS. This is based on the Wage Description number on the Pay Item Properties / Other tab or the Deduction Properties / Deduction Info tab in the Payroll CS software setup.
The Employee ID or number in every user’s account must match the 4-digit employee ID in Payroll CS. You may also want to enter the department for every user. The first two characters of the department must match those of a Payroll CS department. If there is no match, the amounts will be entered in the home department. Employee IDs and departments for all users can be quickly updated from this page.
Payroll Relief Settings
The additional formatting for Payroll Relief export files requires the following fields: Employer Name, Firm Name, Firm Code, Client Code, Pay Schedule Desc.
Enter the pay codes as defined in the Polaris system which correspond to your account pay codes. The export file is generated with the following fields: Employee Number, Employee Name, Location, Division, Department, Pay Code, Hours.
All of the employee attributes can be set within each user’s settings. They should match those values used within your Polaris Payroll account.
QuickBooks Desktop Importer
There are two ways to download and import data into QuickBooks Desktop. Method 1 refers to the QuickBooks Desktop Importer tool which can be downloaded by clicking the blue Download QuickBooks Importer Setup File link under the Method One heading.
There are additional fields required to create an IIF file if you must use Method Two. Enter the required information and the IIF file will become available on the Closed Payroll Reports page.
See our QuickBooks Desktop category for more help on using QuickBooks Desktop with Timesheets.com
QuickBooks Online Settings
Visit company settings, Export Data tab, then QuickBooks Online section where you can connect Timesheets.com to your QuickBooks Online account. Click the Connect to QuickBooks button to connect.
See our QuickBooks Online category for more help on using QuickBooks Desktop with Timesheets.com