Hey There,
We would like to import the hours collected by our timesheet software into reckon. Is there a format we can use (that reckon accepts) to import those hours for multiple employees at once?
Would be grateful for any help
Kind regards,
Andre
We would like to import the hours collected by our timesheet software into reckon. Is there a format we can use (that reckon accepts) to import those hours for multiple employees at once?
Would be grateful for any help
Kind regards,
Andre
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114 Points
Posted 10 months ago
Kevin Russell, Accredited Partner
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53,006 Points
Rav, Community Manager
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91,926 Points
Hi Andre,
When you're in the in-product help menu, choose the Index tab and type in Timesheet, and you will see an entry called Timesheet Data File Format. This has the information on the columns needed, what is mandatory or not, and what the rules for each column is.
Hope that helps
When you're in the in-product help menu, choose the Index tab and type in Timesheet, and you will see an entry called Timesheet Data File Format. This has the information on the columns needed, what is mandatory or not, and what the rules for each column is.
Hope that helps
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114 Points
Hey Rav,
We use the following software: Reckon Accounts Premier – Accountant Edition 2018
do I find this in-product help menu within the program or somewhere online? I haven't really used the program yet. Anyway, I will get back to the office tomorrow; then I will have a play with it.
Kevin mentioned help files? Where would I find those?
Thank you very much for your help.
We use the following software: Reckon Accounts Premier – Accountant Edition 2018
do I find this in-product help menu within the program or somewhere online? I haven't really used the program yet. Anyway, I will get back to the office tomorrow; then I will have a play with it.
Kevin mentioned help files? Where would I find those?
Thank you very much for your help.
If you still have issues importing hours with suggested method call me we have tool that can import hours of say 500 employees in say 20 minutes
Kevin Russell, Accredited Partner
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53,006 Points
Use the Help menu
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114 Points
I just opened the help dialog and tried to search for 'Timesheet'.
Well, this is all I get. There is no information about Timesheet Data File Format.
Well, this is all I get. There is no information about Timesheet Data File Format.
Kevin Russell, Accredited Partner
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53,006 Points
Try searching importing and iif files
Graham Boast, Accredited Partner
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11,704 Points
HI Andre
You won't find the help files very useful on this topic. Here is some information that I prepared for another client's developer trying to do the same thing as you.
I cant upload it, but can send you a sample file if you email me.
The file you will need is an *.iif file, which is just a CSV file with the extension renamed.
Any of the list items you are trying to import must be in Reckon and match EXACTLY. If you want payroll only, you don't need the Job and Item columns. If you want invoicing only, you won't need PItem column. Proj (Class) and Note are optional.
The other key piece of information you will need is the COMPANYCREATETIME value. You can get this from the file created by Reckon via File>Timer>Export Lists for Timer.
Graham 0409317366
graham@reckonhelp.com.au
You won't find the help files very useful on this topic. Here is some information that I prepared for another client's developer trying to do the same thing as you.
I cant upload it, but can send you a sample file if you email me.
The file you will need is an *.iif file, which is just a CSV file with the extension renamed.
Any of the list items you are trying to import must be in Reckon and match EXACTLY. If you want payroll only, you don't need the Job and Item columns. If you want invoicing only, you won't need PItem column. Proj (Class) and Note are optional.
The other key piece of information you will need is the COMPANYCREATETIME value. You can get this from the file created by Reckon via File>Timer>Export Lists for Timer.
Graham 0409317366
graham@reckonhelp.com.au
(Edited)
Kevin Russell, Accredited Partner
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52,664 Points
I disagree Graeme. It's as useful as anything. You know what would really help? If we had the old timer utility that was used in previous versions. There's third party add one that will do this. I suppose it's a function of how important it is to you and how much you are prepared to pay.
Graham Boast, Accredited Partner
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11,704 Points
Yes - very useful except for this gem.
Graham
PITEM - Leave blank. This field is not used in Reckon Accounts.
The old timer program never had Payroll items, so that was about as useful as the help file.Graham
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114 Points
Graham Boast, Accredited Partner
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11,704 Points
Hi Andre
With the name, the crucial thing is that it has to agree with the Employee Name.
With using timesheets to create payroll is also straightforward. First, set the timesheet to start on the correct day - this is a Monday which covers a Monday - Sunday payweek or fortnight. If your payweek is Thursday to Wednesday, adjust this.
Secondly, for each employee, this option needs to be selected. That will transfer the hours to the payrun.
I would love to be able to write directly to the payrun, but unfortunately, it can only be done via the timesheet.
Graham 0409317366
graham@reckonhelp.com.au
With the name, the crucial thing is that it has to agree with the Employee Name.
With using timesheets to create payroll is also straightforward. First, set the timesheet to start on the correct day - this is a Monday which covers a Monday - Sunday payweek or fortnight. If your payweek is Thursday to Wednesday, adjust this.
Secondly, for each employee, this option needs to be selected. That will transfer the hours to the payrun.
I would love to be able to write directly to the payrun, but unfortunately, it can only be done via the timesheet.
Graham 0409317366
graham@reckonhelp.com.au
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114 Points
