Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The Excel Time Entry Import utility allows you to import employee time entry into payroll check entry for a new or existing client directly from an Excel spreadsheet. The Excel Time Entry Import dialog displays the selected file to be imported and allows you to identify and label the type of information in each column.
The spreadsheet containing the check data to be imported must be set up in the following way.
- The first column of data in your import file must contain the employee ID number.
- The second column of data in your import file must contain the employee's department.
- There can be no blank rows between records.
From the Tasks > Payroll Check Entry window, choose Edit > Excel Time Entry Import. Enter or browse for the file you want to import and then click the Import button.
Fields & buttons
The options available in the F4 drop-down list for the Setting field include spreadsheet descriptions for column formats that have previously been saved (in the Save Spreadsheet Setting dialog, which opens automatically when you click the OK button).
The default description setting is <None>.
- To add a new Setting description: Format the columns as desired, click OK, and then enter the name of the new setting in the Save Spreadsheet As dialog that opens automatically.
- To update an existing Setting description: Format the columns as desired, click OK, and then enter the name of the original setting in the Save Spreadsheet As dialog that opens automatically.
- To delete an existing Setting description: Right-click in the Setting field and choose Delete Setting from the context menu.
Note: Spreadsheet settings are global (applicable to all clients) rather than client-specific.
The Import grid contains the time entry information to be imported from your spreadsheet.
Double-click each column to display the Column Title dialog, where you can select the appropriate title and content for each column.
When all columns are labeled appropriately, click OK to begin the import.
Mark this checkbox if the first row of information in the spreadsheet is header information and should not be imported as data.
Related topics
Importing employee time entry from an Excel spreadsheet
Excel time entry import example