Import third-party payroll to Sage 300 CRE

How do I import the payroll data from a third-party vendor into Sage 300 CRE?

CAUTION: Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance.

Third-party payroll options vary in export capabilities and workflow. Working with a consultant who understands your software and accounting needs is ideal for creating a smooth workflow that accurately accounts for all entries.

Importing entries via Payroll

You can use Payroll to import time, which includes the most details and sends entries to Job Cost, General Ledger, and Cash Management.

Importing entries via Accounts Payable

You can import invoices into Accounts Payable to create job costs and accounting entries. The checks or EFTS update Cash Management when you pay the invoices.

For the payroll issued by check, pay the invoices using the check numbers issued by the payroll servicing company. Print the checks to blank paper or a saved file, or record them manually in Record Manual/Print Quick Checks.

Importing entries via Job Cost

You can import direct cost in Job Cost with General Ledger.  Job Cost won't create entries in Cash Management. To get entries into Cash Management, enter the cash side to a liability account and create a Cash Management entry (ADJ/WDL). Alternatively, you can create an invoice in Accounts Payables to pay the vendor and other liabilities.

Importing entries via General Ledger

You can import transactions in General Ledger. This doesn't record any entries to Job Cost or Cash Management. To get entries into Cash Management, record the cash side to a liability account and create a Cash Management entry (ADJ/WDL). Alternatively, create an invoice in Accounts Payables for vendor payment and other liabilities.

Entering in Cash Management

You can record third-party payroll in Cash Management through manual entries. Cash Management doesn't use an import function.