Sage 50 Payroll Import Timesheet Template and Importing Entry CSV Excel

Sage 50 Payroll Import Timesheet entries help in saving time and effort. It plays a primary role in boosting work productivity by providing ease of estimating working time and payment hours of the employees. The timesheet template helps simplify the information entries in Microsoft Excel. Make sure before using the Timesheet entry you have chosen the include option in the checkbox named Timesheet entry in the pay element settings. Let’s delve into the below to know in detail how to create a timesheet template to import into the Sage 50 payroll. Also, AccountsPro experts explained the detailed process about how to Create Sage 50 Payroll Reports in simple steps.

What is a Timesheet Report in Sage 50?

Before proceeding with the import process of the timesheet reports in Sage 50, let’s understand what a timesheet is all about. This report is used to view and select a daily, weekly, or in-depth summary. The weekly report list in the timesheet contains the employee’s data, including earnings, working data, number of taken leaves, working hours, payment status, and income details. You can see the timesheet report in Sage 50 by clicking on the report center, selecting employees & payroll, clicking on the name of the report, and then hitting the Display option.

Sage 50 Payroll Import Timesheet Template Guide Step by Step

It is necessary to check the Include in Timesheet Entry checkbox within the pay element setting before using Timesheet Entry.

Once you input the hours for each payment and deduction, you have the option to export the timesheet data to Microsoft Excel. Additionally, there’s a convenient feature that allows you to create an editable template in Excel. This template can be used to import employee hours into Sage 50 Payroll every pay period, ensuring seamless updates.

Here are the steps:

Step 1: Pay Elements Display Setup Timesheet

Set up your pay elements so that they appear on your timesheet:

1. Navigate to the “Company” section and click on “Pay Elements.”
2. Click on “Edit” for the desired pay element and then tick the “Include in Timesheet Entry” box.
3. Double-check that all other settings are accurate, and then click “OK.”
4. Now, go to the “Deductions” section and choose the relevant deduction.
5. Click on “Edit,” and make sure to select the “Include in Timesheet Entry” checkbox.
6. Confirm that all other settings are correct, then click “OK,” and finally, click “OK” again to save the changes.

Lets understand Sage 50 Payroll Formulas and how you can use these for employee wages and tax calculations.

Step 2: Filing Hour Deduction & Payments in Timesheet

You can easily enter hours across your deductions and payments once you’ve set up your pay elements:

• Choose the necessary employees, then go to the “Payroll” section.
• Click on “Timesheet Entry” and opt for either “Employee Reference” or “Works Number.”
• Enter the hours value in the first payment column.
• Use the Tab key to move to the next payment column for subsequent entries.
• If needed, click “Print” and confirm by clicking “Print” again.
• Click “OK” and then “Close” to finalize the entries.
• To input deduction information, click on “Deductions” and repeat steps 3 to 6.
• Click “Save” to save all the entered data.
• To recalculate employees’ pay with the updated values, click on “Tasks.”
• Choose “Recalculate” and confirm by clicking “Yes.”

Step 3: Export timesheet data to Excel

It’s easy to export your timesheet data to Microsoft Excel if you want to view it there:

• Choose the necessary employees from the list and access the “Payroll” section.
• Click on “Timesheet Entry” and choose between “Employee Reference” or “Works Number” as your identifier.
• Enter or make necessary changes to the employees’ hours as required.
• After updating the timesheet information, click “Send to Excel.”
• Edit and save the generated spreadsheet as per your needs.
• Click on “File” to access additional options.
• Choose “Exit” to leave the spreadsheet view.
• When prompted, click “Save” to save any modifications made to the timesheet data.

Step 4: Export Timesheet Entry To Timesheet Templates

To input hours using Microsoft Excel, you have the option of exporting a timesheet file from Payroll. Once exported, you can easily modify the file in Excel and prepare it for seamless import into Payroll. This way, you can easily manage and update employee hours using Excel’s familiar interface.

Export your timesheet information to create an import template:

1. Select the desired employees and access the “Payroll” section.
2. Click on “Timesheet Entry,” then choose “Create Template.”
3. Edit and save the spreadsheet according to your needs.
4. Click on “File” for additional options.
5. To create an import template for deductions, click on “Exit,” and then go to “Deductions.”
6. Repeat steps 2 and 3 for the deduction template.
7. Once done, click “Cancel” to complete the process.

Step 5: Importing Timesheet Template into Sage 50 Payroll

Import the Timesheet Entry template into Sage 50cloud payroll:

1. Click File, then click Data Import.
2. Click Import Sage Payroll Data, then click Next.
3. Click Timesheet Payments, then click Next.
4. Click Browse, then locate the correct file.
5. Click Finish, then to print the Import Results window, click Print.
6. Click Close.
7. To import deductions, repeat these steps, but in step 3, choose Timesheet Deductions.

Also AccountsPro highlights all the steps you need to follow Sage 50 And Excel Integration so you can generate reports easily.

.CSV Format or Failed Error During Import Timesheet to Sage 50 Payroll

Error on Sage 50 Payroll Import Timesheet – The CSV file you try to import failed to get the correct format information:
The import error happens because the import file might be displaying elsewhere, the outdated software, multiple files failed to update, and the deduction or payment name contains the incorrect character. Here are the steps you need to follow to fix the import timesheet error in Sage 50:

1. Verify you are using the Sage 50 latest version with the below steps:
2. Hit the Help button
3. Choose the About tab
4. Check the program details button
5. If you find an outdated version, then download the advanced version
6. Now, make sure the import file is closed
7. Add the pay element name below:
   • Hit Company option
   • Choose Pay Elements
8. Click on the desired company button
9. Hit the Edit button
10. Add the name of the payment to delete the incorrect characters
11. Hit OK, then select OK
12. Make sure you have installed the advanced software updates
13. If the error persists, then use the advanced data import button to import the data
14. Hit the Help option
15. Choose the About tab
16. Below the Program Details button
17. Now, note down the program directory path and settings directory
18. Next, close the Sage 50cloud Payroll
19. Search for the Settings directory
20. Find the Store and right-click on it
21. Choose Rename button
22. Enter the Store old button then hit the Enter key
23. Locate the reports folder and double-click on it
24. Please search for the CSV folder and right-click on it
25. Hit Rename
26. Enter CSVold button
27. Click the Enter key
28. Find C:\Program Files\Common Files\Sage Shared
29. Search Import Transformations and right-click on it
30. Hit the Rename button
31. Enter Import Transformations old
32. Hit the Enter key
33. Now reinstall the advanced software update

Get the full help and assistance with self resolve guide Sage 50 Can’t Export To Excel issue and problem.

Can’t Import Timesheet into Sage 50 Payroll

We hope the article helped you to import the Timesheet into the Sage 50 payroll. This guide also contains tips that come in handy for you to process the import process effortlessly. If you need to get expert help then no worries! A professional team is there for you to address all your needs and concerns without keeping you in a queue. Get help on Sage 50 Payroll Chat Support now.

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