XLS Templates

To help ensure successful importation of Payroll and Budget information, the XLS Templates function allows you to create .xls files based on the column names. Currently, you can create two template types:

• Payroll - Used for the Import Payroll function. These are based on ADP time sheet specifics.
• Budget - Used to select columns for budget data.

To create a Payroll template, perform the following:

1. Click the XLS Templates button and select Payroll Template.
   
   
2. Navigate to the save location and enter a file name for the template.
3. Click the Save button.
   
   
4. Click the Yes button to create the file.

To view the template, navigate to the save location and open the file.

For a successful payroll import, the minimum fields to be filled are File Number and Name. It is best practice to complete all the fields in the template that are used by your payroll system.

Budget Template

To create a Budget Template, perform the following:

1. Click the XLS Templates button and select Budget Template.
   
   
2. Select the Account Level.
3. Select the appropriate Account Names by placing a check mark next to the check box.
4. Click the OK button.
5. Navigate to the file save location.
6. Enter a file name.
7. Click the Save button.
   
   
8. Click the Yes button to create the file.

To view the template, navigate to the save location and open the file. It can filled and imported using the Import Budget function.