Payroll Import

Follow
  1. Find the Payroll Import by going to the Finance module and clicking Payroll Import in the menu bar.
  2. Pick your payroll software from the drop-down box.
  3. Next, click the folder icon on the right side of the window to find the spreadsheet file.
  4. Locate the spreadsheet file and click Open.
  5. Once the file is loaded, click the Import button to load the data into the importer.
  6. Now click the Setup button.
  7. In the Setup window, start by selecting the bank account these checks are being paid from.
  8. Next you will see three tabs: Accounts, Vendors, and Account Types.
  9. On the accounts tab you need to connect the payroll item to the account in Shepherd’s Staff. To do this, click on the cells beneath “Matching Account in Shepherd’s Staff” and select the proper account.
  10. Once all the accounts are matched, click on the Vendors tab.
  11. Each vendor from the import file will be listed in this window. You will need to match the vendors in the list with the same vendor in Shepherd’s Staff. Click on the cell beneath “Matching Vendor in Shepherd’s Staff” to make your selections.
  12. The last tab is Account Types where you can verify that the account types match.
  13. After you are finished, click OK to save this information. (You won’t need to re-enter next time unless you change accounts or add more vendors).
  14. When you are ready to move the paychecks into Shepherd’s Staff, click the Merge button.
  15. You will receive a verification that the checks have been added, at which point you can close the Payroll Import.
  16. When you go to your check register, you will see the imported checks listed with a status of pending.

 

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