Post Time To Payroll

The Post Time to Payroll feature allows you to post the time technicians worked on dispatches directly to their time sheets in your accounting software. The times can be edited during this process to clean up any entry errors that may have occurred. Before you can use this feature you will need to do a little setup first.

Note: Be sure to run at least one payroll period through your accounting software without ESC involved before attempting to Post Time to Payroll. This will ensure your payroll is setup properly and will prevent configuration issues. Make sure the payroll is based on time sheets or time entries for every employee.

QuickBooks Setup

In order to integrate with QuickBooks you will need to first allow ESC to access payroll information. This can be accomplished by following these steps:

1. Switch to Single-User mode in QuickBooks. If you are using the ESC QuickBooks Server you will have to pause it to do this.
2. Go to Edit | Preferences.
3. Select Integrated Applications in the left pane, then select the Company Preferences tab in the right.
4. Select ESC and click Properties.
5. Make sure there is a checkmark in Allow this application to access Social Security Numbers, customer credit card information, and other personal data.
6. Close those windows and switch back to Multi-User mode. Reconnect the ESC QuickBooks Server if you are using it.
7. Go through the ESC QuickBooks Connection Wizard (File | QuickBooks Connection Wizard) and make sure all employees are matched in both programs.

Peachtree Setup

In order to integrate with QuickBooks you will need to first allow ESC to access payroll information. This can be accomplished by following these steps:

1. Switch to Single-User mode in QuickBooks. If you are using the ESC QuickBooks Server you will have to pause it to do this.

ESC Accounting Setup

In order to integrate with QuickBooks you will need to first allow ESC to access payroll information. This can be accomplished by following these steps:

1. Switch to Single-User mode in QuickBooks. If you are using the ESC QuickBooks Server you will have to pause it to do this.

Use

When you initially go to Post Time to Payroll you’ll be asked to select the beginning of the week you want to post. This should match with your pay period but if it doesn't, go to Company | System Setup | Accounting and make sure the Pay Week Start is set to the correct day of the week. ESC will only post a week at a time, so if you pay biweekly or less frequently you will need to go through this procedure multiple times to send over all the desired time information.

Select Date Range

After you select the week and click Begin, the following screen will show you all the dispatches for that period broken out by technician. From this screen you can see the total time a tech spent on each dispatch and change the total time spent if desired.

Modify Time

Split Time

Select Dispatches

After you select which dispatches you’d like to create time entries for you can click “Create” on the top and then the following screen is just the normal Time Entry screen where you can change any of the data before it goes to the Time Sheet.

Important note: If a time sheet is deleted the time entries must be manually put back in. The dispatch and all the times are still available, you just won’t be able to go back into Post Time to Payroll and repost them.

How do I get to this screen?

Click the Dispatch pull down menu and select Post Time to Payroll.