To Import Timesheets

You can import timesheets1 from the Paycheques or Payroll Cheque Run window.

Before you import

  • You need to make sure all employee names in the timesheet are also in the Sage 50 Accounting company file and create employee records as necessary.
  • You need to make sure all incomes that appear in the timesheet are also in the Sage 50 Accounting company file and create them as necessary in the settings.
  • (Optional) You should create any project names that appear in the timesheet in the Sage 50 Accounting company file; however, you can still complete the import without those project names.
  • (Optional) Back up your company before importing timesheets.

Important! If you encounter errors during the import related to formatting, open the CSV file in Notepad and update it as required.

  1. In the Home window, click Employees & Payroll on the navigation pane.
    1. In the Tasks pane, right-click the Paycheques icon and select Create Paycheque from the menu.
    2. Click the Import Timesheets icon or select Import timesheets from the Paycheques menu.
    1. In the Tasks pane, click the Payroll Cheque Run icon.
    2. Click the Import Timesheets icon or select Import timesheets from the Payroll menu.
  2. When the Import Timesheets Wizard starts, read the general instructions and click Next.
  3. Enter the location of the file you want to import, or click Browse to navigate to its location.
  4. Enter a name for the file in the Reference field and then click Next.
  5. Select the Separator option that corresponds to your CSV file.
  6. Select the Format for Date and Time.
    1. For Date, you can choose from the following:
      YYYY-MM-DD
      YYYY/MM/DD
      MM-DD-YYYY
      MM/DD/YYYY
      DD-MM-YYYY
      DD/MM/YYYY
    2. For Time, you can choose from the following:
      numeric
      HH:MM:SS
      HH:MM
  7. Click Next.
  8. Begin matching each required Sage 50 data column to a column in the timesheet.
  9. (Optional) Review the import log for errors and then click OK. If there are any problems with the mapping or any data in the timesheet, the wizard will indicate warnings and errors so you can fix the information and update the mapping.
  10. Click Finish to close the wizard.