Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • The header of the import file can remain or be removed

  • The relationships of the Consumer/Employee/Service Codes must be established within Arborsoft if they exist in the import file

  • As the file is saved in CSV comma delimited, commas within the import file (such as service codes) must be removed

  • Though not required, we typically suggest users mirror the pay type with the import code i.e. REG as the pay type and REG as the import code as it makes the import file easier to review before importing.

...

Importing a Payroll file

To import a payroll file, first navigate to the Payroll module and either create a new batch, or access an existing open batch. Navigate to the Time Sheets > Payroll tab, select the format the import file will be in, and click “Import”. This will open a dialog box where you can locate the CSV file that you intend to upload.

...