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Timesheet/GL import

  • 1.  Timesheet/GL import

    Posted Jan 08, 2019 07:14 AM
    ​We are in the process of looking at Paylocity for our payroll needs. We currently use in house payroll. What is the best way to import the details from Paylocity into NAV? We do not want to lose any functionality and will still need to be able to track, hours and $ by job as well as Labor Categories. Any ideas on what format we should use to pull the information into NAV? Has anyone used Paylocity in the past?

    Mark

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    Mark Walker
    Controller
    ProSphere
    Round Rock, TX
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  • 2.  RE: Timesheet/GL import

    TOP CONTRIBUTOR
    Posted Jan 09, 2019 09:09 AM
    ​Mark,

    It seems that per your post, you are using jobs. This makes me think that you might need two imports of your Paylocity data. One to post usage to jobs and one to post the accounting entries.

    You could setup spreadsheets and use copy/paste to accomplish both tasks or you might want to invest in import routines.

    Hope this helps.

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    Kim Dallefeld
    Kim@Dallefeld.com
    Dallefeld Consulting, LLC
    Ft. Worth, TX
    2019 NAVUG Board of Advisors
    Past NAVUG Board Chairman
    NAVUG Programming Committee
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