Integrate an Online Payroll Service with General Ledger

There are two online payroll services that integrate with General Ledger:

Sage Payroll Services
BenefitMall

Integrating one of these services with General Ledger allows you to upload general ledger account numbers and bank codes to use during payroll processing in the online applications and to download payroll transactions from the online applications into General Ledger Transaction Journal Entry. Depending on the options you select, you can post the downloaded transactions to both the General Ledger and Bank Reconciliation modules, or to the General Ledger module only.

Integrating Sage Payroll Services with General Ledger
Integrating BenefitMall with General Ledger

To integrate Sage Payroll Services with General Ledger

Set up an account with Sage Payroll Services.
In Sage 100, select General Ledger Payroll Services menu > Payroll Services Options.

In the Payroll Service field, select Sage Payroll Services. For more information, see Sage Payroll Services Options - Fields.
Enter the source journal to use when downloading transactions from Sage Payroll Services, and select whether to integrate the Bank Reconciliation module.

Note The Bank Reconciliation module can only be integrated with Sage Payroll Services if the Integrate with Bank Reconciliation check box is selected in General Ledger Options.

Click Accept.

Select General Ledger Payroll Services menu > Payroll Services G/L Account Selection.
Enter the general ledger account numbers to make available in the Sage Payroll Services Web application. For more information, see Sage Payroll Services Account Selection - Fields.
If you selected to integrate the Bank Reconciliation module in step 3, click the Bank Rec tab and enter bank codes to use with Sage Payroll Services. Click Accept.
If you will use a proxy server when synchronizing data with the Sage Payroll Services Web application, select Library Master Setup Menu > URL Maintenance to enter the proxy server URL, user ID, and password.
Select General Ledger Payroll Services menu > Payroll Services Synchronization Wizard.
In the Sage Payroll Services Synchronization Wizard window, follow the on-screen instructions to complete the wizard. The wizard uploads the selected general ledger accounts and bank codes to the Sage Payroll Services web application.

Note To use the Sage Payroll Services Synchronization Wizard, you need to enter your Sage ID and password.

Note If an error occurs during synchronization, contact Sage Payroll Services support for assistance.

Access Sage Payroll Services and enter employee data and select general ledger accounts and bank codes to use with earnings, taxes, and deduction codes. For more information, see the Sage Payroll Services Getting Started Guide.

You are now ready to begin using Sage Payroll Services with the General Ledger module to process payroll and download transactions. For more information, see Using an Online Payroll Service.

To integrate BenefitMall with General Ledger

Set up an account with BenefitMall.
In Sage 100, select General Ledger Payroll Services menu > Payroll Services Options.

In the Payroll Service field, select Other (BenefitMall). For more information, see Sage Payroll Services Options - Fields.
Enter the source journal to use when downloading transactions from Sage Payroll Services, and select whether to integrate the Bank Reconciliation module.

Note The Bank Reconciliation module can only be integrated with BenefitMall if the Integrate with Bank Reconciliation check box is selected in General Ledger Options.

Click Accept.

Select General Ledger Payroll Services menu > Payroll Services G/L Account Selection.
Enter the general ledger account numbers to make available in the BenefitMall web application. For more information, see Sage Payroll Services Account Selection - Fields.
If you selected to integrate the Bank Reconciliation module in step 3, click the Bank Rec tab and enter bank codes to use with Sage Payroll Services. Click Accept.
If you will use a proxy server when synchronizing data with the Sage Payroll Services Web application, select Library Master Setup Menu > URL Maintenance to enter the proxy server URL, user ID, and password.
Select General Ledger Payroll Services menu > Payroll Services Synchronization Wizard.
In the Sage Payroll Services Synchronization Wizard window, follow the on-screen instructions to complete the wizard. The wizard uploads the selected general ledger accounts and bank codes to the BenefitMall web application.

Note To use the Sage Payroll Services Synchronization Wizard, you need to enter your BenefitMall passport e-mail address and password.

Note If an error occurs during synchronization, contact BenefitMall support for assistance.

Access BenefitMall and enter employee data and select general ledger accounts and bank codes to use with earnings, taxes, and deduction codes.

You are now ready to begin using BenefitMall with the General Ledger module to process payroll and download transactions. For more information, see Using an Online Payroll Service.