Presentation on theme: "StarBuilder Payroll/GL/AP Importing Session - 203 Presented by Melissa Issock."— Presentation transcript:
StarBuilder Payroll/GL/AP Importing Session Presented by Melissa Issock
Import options available for StarBuilder Payroll Batch Import Accounts Payable Import Invoices General Ledger Import Journal Entries
Why use the Import? Payroll Batch Import - outsourcing payroll, multiple sites Accounts Payable Import Invoices - multiple sites General Ledger Import Journal Entries - allocations, payroll outsource
Types of files that can be imported 2 types of files can be imported into Payroll, Accounts Payable and General Ledger. 1) ASCII text file – fixed length text file. 2) DIF file – data interchange format file.
Creating an ASCII text import file. To create an ASCII text file to import to StarBuilder: 1) Check the import specs for the module that you are importing into. 2) Go into any word processor and create a document that contains the information that you are importing to StarBuilder. 3) Save the file as a text file. When you save the file as a text file, it will remove any formatting that the word processor put on the document.
How to create a DIF file to import To create a DIF file to import into StarBuilder: 1) Check the import specs for the module that you are importing into. 2) Go into a spreadsheet program, like Microsoft Excel, and create a spreadsheet that has the same column headings as the import specs outline. Enter the data that you want to import – no need to enter every field. 3) Save the spreadsheet as a DIF file. After saving the file as a DIF file, go into StarBuilder and import the file.
Tips on creating DIF files When creating a spreadsheet for import into StarBuilder, it is important that the cells are formatted as text, date or number (depending on what the import spec requires). This will make troubleshooting the layout a lot easier. If you find problems with the import file, make corrections to the original spreadsheet file and re-save as a DIF file.
Troubleshooting Import Issues Payroll and General Ledger - When importing, you have the option to correct errors. This option allows you to correct an error as it is being imported. Accounts Payable - Import invoices does not have this option, but will print a page with any import errors.
StarImport Overview StarImport is used to import estimates from other packages into Job Cost. StarImport is a separate application that uses a Microsoft Access database to store information that gets imported into StarBuilder. StarImport allows changes to be made to imported estimates prior to importing them into StarBuilder.
Types of file that import into StarImport Bid to Win HCSS MC2 ProEst QuickPen TimberLine ASCII text file
StarImport – import field types Phase code Cost Code Cost Type Estimated cost Estimated quantity Estimated hours Description Unit of measure Workers Comp code Account number