timesheets

Can you import timesheets in Sage 50 Pro or do you have to have Premium or quantum?

Does Premium use the CSV spreadsheet to import employee hours?  Sage Pro uses these spreadsheets but I cannot find any guidance on how to import them properly.

Thanks!!

Top Replies

  • I just opened a Pro file in my version and it is on the toolbar and Paycheque menu.  Are you saying Import Timesheets is not on your menu/toolbar?

  • in reply to Richard S. Ridings

    No, there is no icon or anything. 

    Funny thing is when it came out way back and I worked elsewhere, it didn't show up on my computer there either but on my bosses sage, the icon was there.  I couldn't figure that out.

    So I don't need Premium to do timesheets?  I was on the phone for 2 hours today with Sage and no one could help me.

  • in reply to LoriB

    Which do you want to do?  Based on the fact you have now changed ideas of what you want, I am not sure I can help either.

    Do you want to import timesheets in the Paycheques module or enter Timesheets in the Time and Billing module?

    Security will limit your access to the Timesheets module and that may affect the ability to import Timesheets in the payroll module.  If you need the module, you will have to get sysadmin to give you access.

    User Preferences can hide the Time and Billing module from you.  Check to see if it is turned off under Setup, User Preferences, View, Features.

  • in reply to Richard S. Ridings

    No the option is not there under user preferences for timesheets.  When I'm going a paycheque, the import timesheets is under the paycheque tab.

    If we are able to use timesheets out of Pro and don't have to purchase Premium, that's what we would do. We would like the foremen in the field to be able to put in the hours for the employee, send to me then I would import.  We don't want the foremen to have access to Sage though. And I just don't know how exactly to do timesheets.  I can't find any instructions for it either. 

    I have only looked at the time and billing module a bit.  We wouldn't need it for billing.

  • in reply to LoriB
    When I'm going a paycheque, the import timesheets is under the paycheque tab.

    I'm not sure I understand this but what happens when you click on the Import Timesheets option under the Paycheque tab?

    Time and Billing looks like it is only a Premium feature.  It is not available in my Pro file either.  I guess my memory isn't as good as it once was.

  • in reply to Richard S. Ridings

    Morning

    From what I have read, time and billing is only in premium.  I've also read timesheets is available in premium only.

    But, "import timesheets" is on the toolbar in Pro but I don't know how to use it.  I played around with it and you need to set up a spreadsheet, which they provide, once you start the import process.  Then you fill it out and import it.  My problem is I don't know what field of the spreadsheet apply to what fields of the paycheque.  I tried filling this spreadsheet out and did basic hours and I did get it to import but need to be able to put in overtime, bonuses, etc.  This is where I'm having trouble and I am not able to find any instructions for this.  So I have partially figured it out and I am thinking this may work for what we need and then we wouldn't have to purchase premium.  I just wanted to find instructions of using this feature in Pro. 

    I hope this is a better explanation of what I need.

    Thanks very much for your help.

  • in reply to LoriB

    I've personally never tried this spreadsheet import myself.  I did some imports using the old method about 10 or 15 years ago but no one has asked me since to do any import setup.

    The spreadsheet template has column C that indicates you should use the Income field names in your file to specify the type of income to pay the employee.  If you don't use Pieces, leave it blank.  I am guessing from the text in row 2 of the template that you use D to enter the hours to be paid if the employee Income type is paid by the hour and column F if the income is a salary or dollar amount income type where you pay a lump sum (it may accept the hours as well).

    As for income types, they should be put into Column C.  If you are paying an employee under Overtime 1, then enter Overtime 1 in column C.  If you are paying for Holiday Pay you would enter Holiday Pay.  At least, that is what I am getting from the template.

    I would take a copy of your Sage 50 company file and test on the copy to make sure you get the correct template setup for the paycheque you want.  Then when you have validated all the payroll reporting for the import, you can try it on your live file (after an adequate backup).

  • in reply to LoriB

    This is the same thing you find if you select the Help menu and type Import Timesheets into the search box.

  • in reply to Richard S. Ridings

    Thank you for your help.  I actually did import some hours and now I'm not sure how to delete what I set up.  yikes.  but I will try what you've said above and see how it turns out.  I did find some instructions for Sage UK so I'm not sure how much I can use but will check it out.  

  • in reply to LoriB
    I did find some instructions for Sage UK so I'm not sure how much I can use but will check it out.  

    NOOOOOO!

    Sage UK is not a software program I am aware of.  Sage 50 Accounts is the UK version that I believe started the company and has nothing to do what used to be called Simply Accounting, and is now our Sage 50 Canada.

    If you don't see the Sage 50 (vs. Sage 100, 200, 300, 500, X3, etc.) and Canada, I would not expect the instructions to help.

  • in reply to Richard S. Ridings

    OK, I'll just keep working on it....thanks!

  • I know that and I want you happy basketball stars