Print Friendly

Overview

Journal Entries can be imported in to Restaurant365 using CSV templates.  Click here for the Journal Entries Overview page.  Two types of Journal Entries can be imported in to Restaurant365:

  1. Journal Entry
  2. Payroll Journal Entry

Each type can be imported using the same template, the ‘R365 JE Import Template.csv’, provided in Table 1 below.  Journal Entries and Payroll Journal Entries can be imported by hovering over the ‘Account’ menu in the top ribbon and selecting ‘Import Journal Entry’.  Click here for more information on Importing Journal Entries

 

Journal Entry / Payroll Journal Entry Template

NameTypeTemplate LinkUsage DocumentationComments
R365 JE Import Template.csvJE Import TemplateDocumentationThis template can be used to import Journal Entries or Payroll Journal Entries with multiple entries on the same file.

 

Payroll Provider Import Files

In addition to Journal Entry and Payroll Journal Entry Imports, various Payroll Providers are integrated with Restaurant365.  In Table 2, below, are sample Payroll Detail Import files from each provider that is currently integrated with Restaurant365 for Payroll Journal Entry Import.

Payroll Provider Specific Entries can be imported as details on a new Payroll Journal Entry.  First create the Payroll Journal Entry by hovering over the ‘Account’ menu in the top ribbon and selecting ‘Payroll Journal Entry’.  Complete the header information, then hover over ‘Action’ and select ‘Import’.  Find and select the file provided by your Payroll Provider to import the JE details.  Click here for more information on Importing Payroll Provider Files

 

NameTypeTemplate LinkComments
Paychex Preview.csvPaychex fileThis sample file displays the expected output from the Paychex Payroll file used in importing details in to an existing Payroll Journal Entry via the 'Import' prompt under the 'Action' menu
ADP Run.csvNot Available8/2/17 Update - Per ADP Run, the export type will be completed by Q1 2018.
-------------------------------------------------------------------------------------------------
This sample file displays the expected output from the ADP Run Payroll file used in importing details in to an existing Payroll Journal Entry via the 'Import' prompt under the 'Action' menu
ADP Workforce.csvADP Workforce fileThis sample file displays the expected output from the ADP Workforce file used in importing details in to an existing Payroll Journal Entry via the 'Import' prompt under the 'Action' menu.

Note: occasionally ADP will deliver this file as a .XLSX file. It must be saved as a 'CSV' in order to be imported on the 'Actions' menu of the Payroll Journal Entry form. Here is the sample ADP Workforce file in it's original .xlsx file format: ADP Workforce file (XLSX)
Big Fish.csvBigfish fileThis sample file displays the expected output from the Big Fish Payroll file used in importing details in to an existing Payroll Journal Entry via the 'Import' prompt under the 'Action' menu

 

 

Was this article helpful to you?

Comments are closed.