Select the type of sale you would like to create (Invoice, Order, Quote, or Credit Memo) from the drop-down. You can also filter your sales transactions by clicking the Filter drop-down. You can easily filter your sales transactions by selecting any one of the following green tiles at the top of the page:
You can add a new sales invoice, order, or quote and accept customer payments for open accounts receivable invoices created in AccountEdge Pro or AccountEdge Connect. The recorded timesheets will be available when you go to Process Payroll in AccountEdge Pro. NOTE: each day that has time entered will create an individual activity slip in AccountEdge. You can save as a draft to continue adding time during the week or hit record to submit it now. NOTE: This is pulled from AccountEdge Pro on the employee's contact record under Payroll Details. In Add Payroll - choose the payroll wage. Go to Time Tracker in AccountEdge Connect. Make sure the Payroll Category is set to On for each employee. In AccountEdge Connect, click Welcome at the top right corner of the page, then select Settings from the drop-down. NOTE: This will not affect your billable transactions Turn on Payroll Category for Employee Sync with AccountEdge Connect to show the latest changes when you log in. Go to the Card File Command Center in AccountEdge Pro, select Card List. Set the Default Activity Rate to $0.00.īecause entering a timesheet requires a customer in AccountEdge Connect, you can create a dummy customer record. Select the revenue (4-xxxx) account to post this revenue to your chart of accounts when this activity is used on an invoice. Go to the Time Billing Command Center, select Activities List. Select what day you want your week to start. From the drop-down, choose Time Billing and Payroll. In the System tab, make sure that ‘I use Timesheets for….’ is checked. To get started using timesheets for payroll, you need to set your preference in AccountEdge Pro. You will track the payroll time as if it was a billable service. This is for users that bill for their time in AccountEdge and would like to use that tracked time for payroll processing.
There is a workaround to record time for payroll purposes but not use it for customer billing. You can save the timesheet as a draft for future editing or select Record.ĪccountEdge Connect has time tracking ability for billing purposes, but you can use that to track employees' payroll time as well. Select a Payroll Category and Job if needed. Enter the hours worked on the correct days. You can type in the name or select from a list. Select the employee or vendor contact from the employee's text field. Save the activity slip by hitting Record or Save as Draft to continue working on it later.Įntering a timesheet is a quick way to record time for a customer and an activity over multiple days, without creating individual activity slips. If you need to add a new list item, you can do so on the desktop and then sync with AccountEdge Connect. NOTE: List information (activity, rates, jobs, and payroll categories) are synced from AccountEdge Pro. NOTE: You can add units of time by manually entering it or starting a timer by clicking on the stopwatch icon. Enter your details for the activity slip. Add Activity SlipĪctivity Slips allow you to bill your customers for the time your employees or vendor/subcontractors spend performing activities, include this time as an entry on a timesheet or create an invoice. You can add a new Activity Slip or Timesheet from the Time Tracker feature in AccountEdge Connect.
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