Costpoint Online Help

Contents of the Export Timesheets to Paychex Screen

Use the fields and options to configure the Export Timesheets to Paychex screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this group box to define the range of timesheets that will be included in the export process.

Timesheet Cycle

Field Description
Options

This field always displays One, but you can include all timesheet cycles in the Start field.

Start

Enter, or click to select, the timesheet cycle code. If you like to include all timesheet cycles, enter ALL.

Timesheet Dates

Field Description
Options

This field always displays Range.

Start

Enter, or click to select, the starting timesheet date to be included in the transfer. You must update these dates every pay period. Use the MMDDYYYY format.

End

Enter, or click to select, the ending timesheet date to be included in the transfer. You must update these dates every pay period. Use the MMDDYYYY format.

Options

Field Description
Client ID

Enter, or click to select, the Paychex Client ID of the timesheet data that will be exported.

Set Payroll Computed/Posted Flag

Select this check box to mark processed timesheets as being computed and posted in Costpoint Payroll.

Create Separate Check for Bonus Timesheets

Select this check box to use the check number 2 for bonus timesheet lines. If you do not select this check box, then a single check will include both regular and bonus earnings.

Include Correcting Timesheets

Select this check box to include correcting timesheets.

Send Timesheet W/H State as Override State

Select this check box to send override state using the withholding state on the timesheet line.

Generate

Field Description
File Name

Enter an output file name in this field.

Note:

If you enter an existing file name, the application displays an error when the export process begins. In this way, previously exported files will not be overwritten.

File Location

Enter the location of the file you are exporting. There are two ways to do this:

  • In the File Location field, enter, or click to select, the alternate file location where you want to store the export file. Alternate file locations are set up on the Manage Alternate File Locations screen.
  • Leave the File Location field blank. When you execute this application, the export file is saved to the Costpoint database. Use the Export Files application to retrieve it and save it to a location on the network.