BATCH CREATION
Go to Batch Payroll for Export.
Select a Batch Number or create new.
Filter your selection
- Timesheet Group or Profit Centre
- Location
- Payroll Name
- Timesheet Dates
Tick if you want to Include Unapproved Timesheets. (Note that this Export process will complete and Approve Timesheets.
Relationship between Location, Profit Centre and Timesheet Group.
- Where CP "Use Timesheet Group" = No then
- Location selection is displayed. Can be Null which = All.
- Profit Centre selection is displayed, filtered by Location selection. Can be Null which = All
- Where CP "Use Timesheet Group" = Yes then
- Location is Null and Greyed Out
- Timesheet Group selection is displayed. Can be Null which = All
Press OK.
This puts a batch number on the selected Timesheet Headers ready for exporting and Closes and Finalizes the Timesheets. It does not create the CSV file or note which transactions will export. It flags the Timesheet Header only.
Print the Batch Edit List through Batch Control to view the data.