PSA Payroll - Import: How to import payroll transactions using the import process

How to import payroll transactions using the import process

When your payroll is generated through a third-party system, you can use the following steps to walk through how to import the transactions from a spreadsheet. See #5 for the spreadsheet format. See this article to learn how to add them through a journal entry instead.

Note: Each line of the CSV file will be a line in the payroll journal entry.
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  1. Go to Process.
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  2. Click on Import Processes.
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  3. Select Import Payroll.
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  4. Once you get to this section, you will need to download the import template for Payroll if you haven't already.
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    This link will take you to a website where the template is hosted.  Click on the Payroll Import Example template.
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    This will take you to the page with the template, where you can then click on the file to download it.
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  5. The template will download as a CSV file, which you can open in Excel.  The format will read, left to right as ShortcutNumber, Date, Amount, Comment (optional).  Use negative numbers for credit amounts. Note: do not use a header row.
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    Enter your information into the spreadsheet matching the order of the template columns.

  6. Once finished, save your file and go back to Process → Import Processes → Import Payroll and Choose File to select the import file you've just made using the template.
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    Once you've selected the right file, click Import. 

 

 

 

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