Exo Payroll Integration

Use Job Costing to record timesheet data against a specific job. You can export this data to Exo Payroll.

Setting up Exo Payroll Integration

Configure these company-level profile settings to enable integration with Exo Payroll:

• Integrate timesheets with PayrollEnterprise - this setting must be enabled.
• PayrollEnterprise export location - this must be set to the root directory of the Exo Payroll installation — for example, C:\Payrollv.
• PayrollEnterprise Database Location - this must be set to the database directory of the Exo Payroll installation — for example, C:\Payrollv\DATABASE.

In addition, the FoxPro ODBC driver must be installed on the Exo Business server. This driver is installed automatically by the Installation Wizard. If you didn't use the wizard to install Exo Business, you must install the driver.

Finally, ensure that all staff members who will have timesheet data recorded against them are set up in both Exo Business and Exo Payroll. Ensure all that staff members have their Exo Payroll employee code entered into the Employee ID (Payroll) field on their records. This property, on the Authority tab in the Staff > Users section of Exo Business Configurator, links the staff member to their corresponding employee entry in Exo Payroll.  

Entering Payroll Information

These fields display on the Timesheets tab when payroll integration is enabled:

Field	Description
Ready for Payroll	A checkbox indicates that the line item is ready to post to Exo Payroll. After you post the line item, this field displays P.
Payroll Hours	The number of hours to be sent to Exo Payroll. This value defaults to the value in the Hours column, but you can change it.
Pay Rate	The pay rate multiplier that applies to the overall amount — for example, Ordinary, Time & Half. The options are imported from Exo Payroll.
Wage Code	The wage code that represent’s the employee's hourly rate. This value defaults to the employee’s default Wage Code from Exo Payroll, but you can change it.
Cost Centre	The cost centre for the payroll expense. This value defaults to the employee’s default cost centre from Exo Payroll, but you can change it.

Note: If a timesheet line is set to Ready to Invoice, its Ready for Payroll property is selected automatically. You can deselect this property.

Exporting Timesheets

Use Post TimeSheets to Payroll menu item to export the timesheet data in a format that you can import into Exo Payroll. Selecting this menu item opens this window that displays all timesheet lines with Ready for Payroll selected. You can deselect lines to remove them from the posting.

Click OK too post all selected timesheet lines to a CSV file in the location specified by the PayrollEnterprise export location profile setting. You can import the file into Exo Payroll using that program’s Import Time Transactions function.

Importing Timesheets into Exo Payroll

Select Import Time Transactions from the Pay menu in Exo Payroll.

Note: You must select the Import time transactions option on the Payroll Setup window to enable this menu option. Select CSV file as the Format.