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Procore (en-GB)

Set Up your Payroll Export for use with Sage 300 CRE®

Objective

To set up your payroll export for use with Sage 300 CRE® software.

 Note
This is separate functionality from the Procore + Sage 300 CRE® Connector.

Background

You can export data from the Company level Timesheets tool in Procore and import it directly into Payroll in Sage 300 CRE®. This allows self-performing contractors to spend less time formatting data, decreases duplicate data entry between time collection and payroll and ensures a more accurate data flow.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Timesheets tool.
  • Additional Information:
    • The following fields will need to match exactly between Procore and Sage 300 CRE®:
      • Employee & Employee ID
      • Classification (Certified or Union Class)
      • Pay ID & Time Type
      • Job & Project
      • JC extra & Sub Job
      • JC Cost Code & Cost Code
    • For companies using the ERP Integrations tool:
      • The Project, Sub Job and Cost Code fields sync automatically

Prerequisites

  • You must have a licenced for the Company level Timesheets tool. 

Video

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Steps

  1. Set Up a Time Entry View in Sage 300 CRE
  2. Configure the Timesheets Tool in Procore

Set Up a Time Entry View in Sage 300 CRE®

  1. Log in to Sage 300 CRE®.
  2. Select Applications.
  3. Select Payroll from the list.
  4. Select Tools.
  5. Select Customise Time Entry.
  6. Create a new time entry view.
    Note: You must add a name and description for the time entry view, such as "Procore Time Import," before you can select the columns in the next step.
  7. Double-click on the time entry column items in the same order that appears on the company's Timesheets tool in Procore.
     Important

    It is important to be aware of the following:

    • To successfully perform the import, the time entry view for Sage 300 CRE® must be configured to exactly match the format in Procore's Timesheets tool. In addition, be aware that some Sage 300 CRE® columns have different names in Procore. In the table below, the asterisk (*) indicates a required field.
    Column Name in Sage 300 CRE Equivalent Column Name in Procore
    Date Date
    Employee * Employee ID *
    Job Project
    JC Extra Sub Job
    JC Cost Code Cost Code
    Certified/Union class Classification
    Pay ID * Time Type *
    Units * Total Time *
    • If you include Union Class column, you must also include these columns to the time entry view:
      • Union ID
      • Union local
      • Union class
    • To successfully import the Union columns into Sage 300 CRE®, the default Union, Union local, and Union class items must be assigned to each employee in the Employee Setup in Sage 300 CRE®.
  8. Click Close.

Configure the Timesheets Tool in Procore

  1. Navigate to the company's Timesheets tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. In the Settings page, click the Configurations tab. This tab is active by default. 
  4. Scroll down to the Payroll Settings section.
  5. In the Payroll Software drop-down list, select Sage 300 CRE®.
  6. In the Columns in Sage 300 CRE® time entry view list, place a tick next to the columns to include in the Sage 300 CRE® time entry view.
     Notes
    • If you place a tick in the 'Classification' column, you must choose the Certified Class or Union Class option button.
      classification-columns.png
    • If your team has created any custom fields for use with Procore's Timesheets and My Time Tools:
      • To include those fields in the export by marking the corresponding tickbox(es) as shown below.
      • To exclude those fields from the export, clear the ticks from the corresponding box as shown below. . 
        columns-in-sage-time-entry-view.png
  7. Click Update.

 

If you would like to learn more about Procore's timesheet management software and how it can help your business, please visit our construction timesheet software product page icon-external-link.png.