Importing Timesheets

Related topics

Import timesheets from a text file

Sage 50 Accounting uses a wizard to import timesheets1 from your accountant or another program, such as a spreadsheet program. An imported timesheet can contain payroll information for one or more employees.

Important! The file must be in text format (.CSV).

You need to specify the character separator, decimal indicator, and time format for hours worked.

All employees in the text file must have a corresponding record in Sage 50. Create new records as necessary before importing the file.

Timesheet File Specifications

Open the CSV template to view the different data columns used to import timesheets. The first line of the timesheet file must contain column headers for the following data columns:

  • Name
  • Date
  • Income

Other Data Columns

The file may include column headers and data columns for the following:

  • Hours - If you select an Income that requires Hours, you have to enter a value for Hours.
  • Pieces - If you select an Income that corresponds to Piece Rate, you have to enter a number for Pieces.
  • Amount - If you select an Income that does not correspond to Piece Rate, you must include an Amount.
  • (Optional) Project - If you use Project Allocation in payroll and select an Income that uses Hours, enter the name of the Project.
  • (Optional) Comment - You can include an extra comment for this entry.

Data Formatting

Character Separators and Decimal Place

When you select the csv file, you need to indicate the if the file uses a comma or a semicolon to separate the fields and a period or comma to indicate decimal place.

Employee Names

You should verify the formatting for names in the Sage 50 company. Then, open in the CSV file in Notepad and update the name formatting, as required.

Name format for importing timesheets
Name Formats

Example

<First Name> <Last Name>

Janice Sianos
<Last Name>, <First Name> Sianos, Janice

Date and Time

From the Date menu, select the format used in the file. Then, from the Time menu, select the format you use to indicate hours worked.

Date format for importing timesheets
Date Formats

Example

YYYY-MM-DD

2020-10-15

MM-DD-YYYY

10-15-2020

DD-MM-YYYY

15-10-2020

YYYY/MM/DD

2020/10/15

MM/DD/YYYY

10/15/2020

MM/DD/YYYY

10/15/2020

DD/MM/YYYY

15/10/2020

 

Time format for importing timesheets
Time Formats

Example

Decimal

7.5

hhhh:mm

7:30
hhhh:mm:ss 7:30:00