Features Features and Functions
|
- Automatic data mapping
- Bi-directional transfer between timesheet and accounting
- Transfer of user or employee, client or customer, vendor, and project or task information
- Transfer of employee payroll data, time entries, and expense entries
- Automatic transfer of billing information for invoicing in the accounting system
- Transfer of time entries for payroll
- Import of user, client, and activity records into payroll software, and export of events to be billed
- Import of employee lists from payroll software and export of complete time card information directly back to payroll
- Automation of accounting transactions to enter AP, AR, and GL transactions in the accounting system without duplicate data entry
- "Sync settings filters" options that allows the transfer of all or a subset of records by data group (e.g. employees, client, time entries, invoices, etc.)
- Distribution of the transferred payment in the accounting system among multiple invoices on either a client or project basis
- Association of payroll items per employee
- Transfer of debit and credit payment types from accounting
- Transfer of expenses from credit cards, EFT, checks, and bills assigned to jobs from the accounting system
- Transfer of invoice details of write-ups and write-downs from time entries
- Transfer of actual hours and billable hours to the accounting system
|
|
ERP, Accounting, and Payroll Features and Functions
|