Integrate Sage Payroll Services with General Ledger

Home | FAQs & Troubleshooting

 

Expand/Collapse all Show/Hide All

Expand/Collapse item  Overview

Integrating Sage Payroll Services with General Ledger allows you to upload general ledger account numbers and bank codes to use during payroll processing in the online service and to download payroll transactions from the online service 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.

 

To integrate Sage Payroll Services with General Ledger

  1. Set up an account with Sage Payroll Services.

  2. In Sage 100, select General Ledger Payroll Services menu > Payroll Services Options.

  1. In the Payroll Service field, select Sage Payroll Services. For more information, see Sage Payroll Services Options - Fields.

  2. 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.

  3. Click Accept.

  4. Select General Ledger Payroll Services menu > Payroll Services G/L Account Selection.

  5. 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.

  6. 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.

  7. 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.

  8. Select General Ledger Payroll Services menu > Payroll Services Synchronization Wizard.

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

  10. 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 Sage Payroll Services.