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Set Up your Payroll Export for use with Sage 300 CRE®

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Objective

To set up your payroll export for use with Sage 300 CRE® software.

 Note
This is separate functionality from the Procore + Sage 300 CRE® Connector.

Background

You can export data from the Company level Timesheets tool in Procore and import it directly into Payroll in Sage 300 CRE®. This allows self-performing contractors to spend less time formatting data, decreases duplicate data entry between time collection and payroll and ensures a more accurate data flow.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Timesheets tool.
  • Additional Information:
    • The following fields will need to match exactly between Procore and Sage 300 CRE®:
      • Employee & Employee ID
      • Classification (Certified or Union Class)
      • Pay ID & Time Type
      • Job & Project
      • JC extra & Sub Job
      • JC Cost Code & Cost Code
        Note: Project, Sub Job and Cost Code fields will automatically sync for users who are ERP integrated.

Prerequisites

  • Enable the Company level Timesheets Tool

Video

 

Steps

  1. Set Up a Time Entry View in Sage 300 CRE
  2. Configure the Timesheets Tool in Procore

Set Up a Time Entry View in Sage 300 CRE®

  1. Log in to Sage 300 CRE®.
  2. Select Applications.
  3. Select Payroll from the list.
  4. Select Tools.
  5. Select Customize Time Entry.
  6. Create a new time entry view.
    Note: You must add a name and description for the time entry view, such as "Procore Time Import," before you can select the columns in the next step.
  7. Double-click on the time entry column items in the same order that appears on the company's Timesheets tool in Procore.
     Important
    During the initial time entry setup, you must configure the time entry view in Sage 300 CRE® to match the format in the company's Timesheets tool in Procore. Otherwise, the import will fail.
    Note: Columns may have different names in Sage 300 CRE® from Procore. The following lists the equivalent column names in each software:
    Column Name in Sage 300 CRE Equivalent Column Name in Procore
    Date Date
    Employee* Employee ID*
    Job Project
    JC Extra Sub Job
    JC Cost Code Cost Code
    Certified/Union class Classification
    Pay ID* Time Type*
    Units* Total Time*

    The (*) denotes a required field.

    Note: If you use the Union class column, you will also need to include the following columns on the time entry view:

    • Union ID
    • Union local
    • Union class
      To import the Union columns into Sage 300 CRE®, the default Union, Union local and Union class items must be assigned to each employee in the Employee Setup in Sage 300 CRE.
  8. Click Save.
  9. Click Close.

Configure the Timesheets Tool in Procore

  1. Navigate to the company's Timesheets tool.
  2. Click on the Configure Settings icons-settings-gear.png icon.
  3. Scroll to the 'Payroll Settings' section.
  4. In the 'Payroll Software' drop-down menu, select Sage 300 CRE®.
  5. Mark the checkboxes next to the columns you want to include in the time entry view on Sage 300 CRE®.
    Note: If you want to include the 'Classification' column, you will also need to select either Certified or Union class.
  6. Click Update.