Post timesheets to Payroll

Use this if you have imported employee records from Sage Payroll, and you want to post their timesheet details to Sage Payroll so that you can generate payments.

You can specify the criteria for the timesheet data to post, and select which Sage Payroll companies it will be posted to. Only timesheet entries that have been completed in the system and have the Post to Payroll box checked can be sent to Sage Payroll.

The system will record that the timesheet has been posted to Payroll. To prevent accidental duplicate postings, you cannot post the same timesheet again.

Note: When using Salary, Variable and Factored pay element options in Sage Payroll, you may experience problems when posting timesheets from Sage 200 Project Accounting. If you use all of these options on a single employee record, duplicate postings may appear in Sage Payroll. If this is the case, you should delete the duplicate postings from the system.

You can print a report on total pay and hours worked for each resource (see Project Accounting > Reports > Timesheets & Expense Claims > Payroll Report (by Resource).

To post timesheets to Payroll

Open: Project Accounting > Utilities > Import and Export > Post Timesheets to Payroll.

In the Companies list, select the Sage Payroll companies to which you want to post transactions.

In the Posting Details section, select the criteria of the transactions to be posted to Payroll:

Tick all the pay frequencies for the resources that you want to include. The pay frequencies displayed will depend on those set up in the selected Sage Payroll companies.
To include resources marked as leavers, enable Include leavers.
To specify a date range for the timesheet transactions, select Enter date range and specify the From and To dates for the range.

Click OK to confirm the timesheet criteria.

The Select Timesheets for Posting to Payroll window appears, showing the timesheets for the companies and criteria that you have specified.

To check the details of a timesheet, select it from the list and click View.

Select the timesheets that you want to post.

Tip: To select more than one item using the mouse, hold down the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

Click Post to post the selected timesheets to Payroll.

Note: You may be prompted to enter a username and password for the Payroll connection.

When you have finished posting timesheets, click Close.