Franklen Payman Import [Utilities menu, Data Conversion]

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

The overall objective of the Franklen Payman to Creative Solutions Accounting (CSA) conversion utility is to provide a comprehensive conversion of your Franklen Payman data to Payroll CS or the Payroll Compliance module in CSA.

After creating or opening the client, choose Data Conversion from the Utilities menu and then choose Franklen > Payman Import.

Special information

Fields & buttons

Enter the drive and folder where your Franklen client files that you wish to import are stored, or click the Browse button to search for the correct folder.

Enter the client ID for the Franklen client you wish to import into the currently selected CSA client.

To convert employee earnings totals, mark this checkbox.

Click this button to automatically open the Conversion Guide in Adobe Reader (PDF).

Click this button to proceed with the import.

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