Updating Payroll Records

Overview

To clear timecards and update records in US Payroll or in Canadian Payroll:

  1. Open Project and Job Costing > PJC Periodic Processing > Update Payroll.
  2. Specify the payroll timecards to update, using the following fields:

    From End Date/To End DateClosed In these fields, specify the period end dates for the range of timecards you are sending to your payroll program.

    From Employee Number/To Employee NumberClosed In these fields, specify the range of employees for whom you are updating timecards in your payroll program.

    Payroll TypeClosed Specify the payroll program you are updating. Select Canadian Payroll or US Payroll if you use an Sage 300 Payroll program. If you use a non-Sage 300 payroll program, select None.

    Update StatusClosed This field appears if you select None as the payroll type. Select this option if you want the program to mark exported timecards so that you do not export them again.

  3. Click Update to create the timecards in your payroll program or to export them to a CSV file.

After updating payroll

  • Once you update Payroll, if you adjust a timecard for a Payroll employee in Project and Job Costing, you must also adjust the timecard manually in Payroll.