Peachtree title and TOC.PMD
Contents
1. 2 Launch the WIS61PeachtreeLink exe file The Welcome screen is displayed Chapter 2 Installing the WTS Integration Manager 3 Welcome E Hi for Peachtree Setup program This program will install Web TimeSheet Integration Manager for Peachtree on your computer p Welcome to Web TimeSheet Integration Manager Ps Ikis strongly recommended that vou exit all Windows programs before running this Setup Program Click Cancel to quit Setup and close any programs you have running Click Mest to continue with the Setup program WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law Cancel Next you will need to specify the directory where the Web TimeSheet Integration Manager for Peachtree should be installed The Integration Manager for Peachtree must be installed in the root of the Web TimeSheet directory Use the Browse button to locate the Web TimeSheet directory A Choose Destination Location nn x Setup will install web TimeSheet Integration Manager for Peachtree in the following folder To install into a different folder click Browse and select another folder You can choose not to install Web Timesheet Integration Manager for Peachtree by clicking Cancel to exit Setup De2. Billing Amount Recorded By ID Ticket Date Invoice Number Used Internal Memo Column Break Column Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes 1 2 3 10 11 12 13 Note Make sure you save the modified import template with a unique name DO NOT overwrite the existing system template as you may want to use this generic template to set up other imports in the future Note Peachtree Complete Accounting will prompt you to back up your Peachtree installation before importing time or expense data Itis recommended that you perform this backup to prevent possible data corruption Only data for approved timesheets expense sheets will be included in the export Running the Export Now that you have set up the import format within Peachtree Complete Accounting you can export the data from Web TimeSheet To export the data 1 Click on the Reports button at the top of the Web TimeSheet screen Select one of the following reports under the Peachtree heading in the side menu e Peachtree Time e Peachtree Expense Rate e Peachtree Expense Select the timesheet period or date range for which you want to export time or expense information If you would like to review the data before exporting it to Peachtree Complete Accounting click on the Generate button to generate the report for the time period you specified Click on the Peachtree bu
3. for the user running the export must be dd mm yyyy for International installations and mm dd yyyy for installations within the United States and Canada The same date format must also be set up in the Windows regional settings on the machine where Peachtree Complete Accounting is installed The information for specific Web TimeSheet fields must match existing fields in Peachtree Complete Accounting as noted below Web Timesheet Field Peachtree Field Task Code Activity Item Id Client Code Customer Id Employee Id Employee Id Expense Code Charge Item Id Note Make sure you install Web TimeSheet before installing the Web TimeSheet Integration Manager for Peachtree Before You Install Before installing Web TimeSheet Integration Manager for Peachtree version 6 1 you must have Web TimeSheet installed The Integration Manager for Peachtree must then be installed in the root directory of Web TimeSheet Running the Installation This section explains how to complete the installation of the Web TimeSheet Integration Manager for Peachtree You will need to purchase Web TimeSheet Integration Manager for Peachtree and obtain the WTS61PeachtreeLink exe file from Replicon Customer Support You will also need to obtain a valid license key for the Integration Manager The Installation Wizard will guide you through the installation process 1 Stop the service associated with Web TimeSheet and back up the Web TimeSheet database
4. since time entry cannot be invoiced directly from Web Sales Invoicing Timesheet Billable Billing Status 1 for billable and 2 for non billable time Employee Id Recorded By ID none Entry Date Ticket Date Incursion date of time Must be exported in format dd mm yyyy for International Customers and mm dd yyyy for American and Canadian customers unused Invoice Number Used N A unused Start Time N A unused End Time N A unused Break N A unused Internal Memo N A unused Unit Duration N A unused Billing Amount N A unused Ticket Description g for Invoice N A A 7 Note The data in the csv file will imported into Peachtree Complete Accounting ONLY IF the fields are properly set up Refer to Chapter 1 What is WTS Integration Manager for further information about the field constraints between Web TimeSheet and Peachtree Complete Accounting Web TimeSheet to Peachtree Complete Accounting Expense Ticket Mapping Web Timesheet source Peachtree target Constraints Expense Entry ID Ticket Number The Expense Entry ID is an auto generated key created within the Web TimeSheet database Expense Entry ID cannot be modified from within Web TimeSheet N A Employee Vendor Web TimeSheet does not differentiate between employees and vendors Therefore Web TimeSheet always uses a value of 0 to indicate that the exported expenses have been entered by an employee Expense Type Code Char
5. MANON senteren vetrrednn standen ken 2 Chapter 3 Using the WTS Integration Manager 4 Accessing WTS Integration Manager 4 Preparing for the Export sereen edentate nen 4 Running Ne EXPON seesrareiesign inn in EEEE E 6 Accessing the Exported Data aaneen ennen 6 Web TimeSheet to Peachtree Complete Accounting Time Ticket Mapping ccccccccsseecccsesensescensesensnsesses 7 Chapter 4 Field Relationships 7 Web TimeSheet to Peachtree Complete Accounting Expense Ticket Mapping aans reenr nnen 8 Chapter 1 What is WTS Integration Manager Introduction The Web Timesheet Integration Manager for Peachtree allows users to export time and or expense data from Web TimeSheet to Peachtree Complete Accounting Initially a user must define templates within Peachtree Complete Accounting The templates will ensure that data is imported from Web TimeSheet in the proper format Setting up the templates is a one time process Refer to Chapter 3 Using Web TimeSheet Peachtree Link for further information about setting up templates Technical Requirements The following applications are required to successfully export data from Web TimeSheet to Peachtree Complete Accounting using the Web TimeSheet Peachtree Link e Peachtree Complete Accounting 2003 e Web Timesheet SQL or Access e Microsoft Internet Explorer 5 5 or higher e Netscape Navigator 7 1 or higher e Mozilla Firefox 1 0 Constraints The date format
6. Web TimeSheet n Manager Peachtree Version 6 1 Integratio _ gt a T re AN ITE Tse Ee N B e AR FACPLCIN Copyright 2004 2005 Replicon Inc All rights reserved All parts of this manual are the property of Replicon Inc No parts of this manual may be reproduced in any manner whatsoever including mechanical or electronic media such as disk or tape No part of this manual may be transmitted in any form by any means without the written permission of Replicon Inc Web TimeSheet is a registered trademark of Replicon Inc All other products are registered trademarks or trademarks of the respective companies Contact Information Replicon Inc 830 910 7th Ave S W Calgary Canada T2P 3N8 Direct 1 403 262 6519 Toll Free in North America 1 877 737 5420 Toll Free in Europe 00 800 7375 4266 Toll Free in Australasia 011 800 7375 4266 Fax 1 403 233 8046 http www replicon com info replicon com The international toll free numbers may not work in some countries If you experience problems use the direct line to contact Replicon REPLI Chapter 1 What is WTS Integration Manager 1 PUTO GUC eg 1 Technical Requirements w cscdecacecnosseusacsecctihesincscoobimdesenansotss 1 GONS RIS ee S EA 1 Chapter 2 Installing the WTS Integration Manager 2 Before You Install sctcecnssecccccciesunsenestdncsdiensendonecitesecee lt secdanioes 2 Running the IMS
7. ate Preparing for the Export Before exporting Web TimeSheet data to Peachtree Complete Accounting you must set up the import format templates within Peachtree Complete Accounting These templates will ensure a smooth data transfer from Web TimeSheet to Peachtree Complete Accounting You will need to set up Time Ticket Register and Expense Ticket Register import templates To set up the Time Ticket Register import template 1 Open Peachtree Complete Accounting In the File menu click on Select Import Export Select Time Expense from the list of available imports 3 Select Time Ticket Register and click on the Import button to modify the import format 4 Modify the Time Ticket Register fields as outlined in Table 2 1 Time Ticket Register Field Format 5 When you re finished click the Save button and enter a unique name for the template This name will differentiate the modified template from the system template provided by Peachtree Complete Accounting 2 1 Time Ticket Register Field Format Chapter 3 Using the WTS Integration Manager ___ Show Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No No No No No No Title Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Field Ticket Number Employee Vendor Duration Billing Type Manual Timed Option Has Been Used In Payroll Pay Le
8. ge Item ID Expense type code associated with a specific expense type Reimburse Reimbursable to Employee TRUE or FALSE depending on the value within Web Timesheet Expense Entry Description Ticket Description for Invoice none N A Customer Job Adm Constant of 1 indicating expense entry for customer Client Code Completed For ID This field must match an existing Customer Id within Peachtree Complete Accounting N A Has Been Used in Constant value of FALSE since time entry cannot be invoiced directly from Web Sales Invoicing Timesheet Billable Billing Status 1 for billable and 2 for non billable expenses Rate Unit Price none Quantity Quantity none Expense Amount Billing Amount none Employee Id Recorded By ID none Entry Date Ticket Date Incursion date of expense Must be exported in format dd mm yyyy for International Customers and mm dd yyyy for American and Canadian customers unused Invoice Number Used n a unused Internal Memo n a 2004 2005 by Replicon Inc All rights reserved
9. mber will imported into The Timesheet Entry ID is an auto generated key created within the Web Peachtree Complete TimeSheet database Timesheet Entry ID cannot be modified from within Web TimeSheet Accounting ONLY IF the fields are properly set N A Employee Vendor Web TimeSheet does not differentiate between employees and vendors up Refer to Chapter 1 Therefore Web TimeSheet always uses a value of 0 to indicate that the What is WTS Integration exported time has been entered by an employee Manager for further Duration Duration none MSHI SDO Us field constraints N A Billing Type Constant value of 2 to indicate the rate is included in the export between Web N A Manual Timed Option Constant value of 1 to indicate that the duration calculation is manual Ht a completed within Web TimeSheet SO ee es Accounting N A Has Been Used in Payroll Constant value of FALSE to indicate that payroll information is not generated from within Web TimeSheet N A Customer Job Adm Constant of 1 indicating expense entry for customer Client Code Completed For ID This field must match an existing Customer Id within Peachtree Complete Accounting Task Code Activity Item ID The task code associated with a specific project task in Web TimeSheet This field must match an existing Activity Item ID in Peachtree Complete Accounting N A Has Been Used in Constant value of FALSE
10. s Ticket Description Yes 5 for Invoice Yes Custmer Job Adm Yes 6 Yes Completed For ID Yes T Yes Has Been Used in Yes 8 Sales Invoicing Yes Billing Status Yes 9 Yes Unit Price Yes Yes Quantity Yes Yes Billing Amount Yes 10 Yes Recorded By ID Yes 11 Yes Ticket Date Yes 12 Yes Invoice Number Used Yes Yes Internal Memo Yes You must also set up the format for rate based expenses such as mileage To set up the Expense Ticket Register import template for rate based expenses follow the instructions below 1 Open the template for flat expenses the template may still be open unless you closed it after saving the new template 2 Modify the import format as outlined in Table 2 3 Expense Ticket Register Rate Based Expenses Field Format 3 When you re finished click the Save button to save this format and enter a unique name for the template This name will differentiate the rate based expense format from the flat expense format 2 3 Expense Ticket Register Rate Based Expenses Field Format Show Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes No No Title Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Field Ticket Number Employee Vendor Charge Item ID Reimbursable to Employee Ticket Description for Invoice Custmer Job Adm Completed For ID Has Been Used in Sales Invoicing Billing Status Unit Price Quantity
11. stination Folder C Program Files web TimeSheet Browse Cancel 4 Now you are ready to install the Web TimeSheet Integration Manager for Peachtree Click the Next button to start the installation Ja Start Installation ou are now ready to install web TimeSheet Integration Manager for Peachtree Press the Next button to begin the installation or the Back button to reenter the installation information When the installation is complete click the Finish button to close the Installation Wizard E Installation Complete Web TimeSheet Integration Manager for Peachtree has been successfully installed Press the Finish button to exit this installation Cancel 6 Restart the Web TimeSheet service 7 You are now ready to use the Web TimeSheet Integration Manager for Peachtree Note You must have appropriate Web TimeSheet permissions to access the Peachtree Link reports Refer to the Web TimeSheet User Manual for further information about permissions Accessing WTS Integration Manager The Web TimeSheet Integration Manager for Peachtree is accessible as multiple reports from within Web TimeSheet You can access these report as follows 1 Log in to Web TimeSheet and click on the Reports button at the top of the screen 2 Select one of the following reports under the Peachtree heading in the side menu e Peachtree Time e Peachtree Expense e Peachtree Expense R
12. tton to export the data to a csv file that can be opened in Peachtree Complete Accounting Accessing the Exported Data When you export time expense data Web TimeSheet creates a csv file that can be opened in Peachtree Complete Accounting Peachtree Complete Accounting will import the data in the csv file ONLY IF the fields are properly set up Refer to Chapter 1 What is Web TimeSheet Peachtree Link for further information about the field constraints between Web TimeSheet and Peachtree Complete Accounting To open the csv file in Peachtree 1 Open Peachtree Complete Accounting In the File menu click on Select Import Export Select Time Expense from the list of available imports 3 To import time information select the Time import you set up previously and click on the Import button For expense imports select the appropriate expense import format flat amount or rate based 4 Onthe Options tab make sure you specify the location where you saved the export file Select the First Row Contains Headings check box 6 When you are ready click the OK button to continue with the import It is recommended that you back up your Peachtree company data to prevent data corruption Chapter 4 Field Relationships Web TimeSheet to Peachtree Complete Accounting Time Ticket Mapping Web Timesheet source Peachtree target Note Constraints The data in the csv file Timesheet Entry ID Ticket Nu
13. vel Customer Job Adm Completed For ID Activity Item ID Has Been Used in Sales Invoicing Billing Status Billing Rate Recorded By ID Ticket Date Invoice Number Used Start Time End Time Break Internal Memo Unit Duration Billing Amount Ticket Description for Invoice Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Column Break Column 1 O A B W N 10 11 12 13 14 15 To set up the Expense Ticket Register import template complete Steps 1 and 2 for setting up the Time Ticket Register template on Page 4 Then follow the instructions below 1 Select Expense Ticket Register and click on the Import button to modify the import format Modify the Expense Ticket Register fields as outlined in Table 2 2 Expense Ticket Register Flat Expenses Field Format This format will be for flat amount expenses When you re finished click the Save button to save this format and enter a unique name for the template This name will differentiate the modified template from the system template provided by Peachtree Complete Accounting 2 2 Expense Ticket Register Flat Expenses Field Format Show Title Field Yes Yes Yes Yes Yes Yes Yes Yes Yes No No Yes Yes Yes No No Column Break Column Yes Ticket Number Yes 1 Yes Employee Vendor Yes 2 Yes Charge Item ID Yes 3 Yes Reimbursable to Yes 4 Employee Ye
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