Web TimeSheet Integration Manager for ACCPAC User Manual
Contents
1. the root directory of Web TimeSheet Running the Installation This section explains how to complete the installation of the Web TimeSheet Integration Manager for ACCPAC You will need to purchase the Web TimeSheet Integration Manager for ACCPAC and obtain the WI S65ACCPACLink exe file from Replicon Customer Support The database version for Web TimeSheet Integration Manager for ACCPAC should be the same as your Web TimeSheet database SQL or Oracle 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 2 Launch the WTS65ACCPACLink exe file The Welcome screen is displayed 3 Next you will need to specify the directory where the Web Chapter 2 Installing the WTS Integration Manager 3 Welcome u x Welcome to Web Timesheet Integration Manager pa for ACCRAC Setup program This program will install Web TimeSheet Integration Manager for ACCPAC on pour computer It iz strongly recommended that pon exit all Windows programs before running this Setup Program Click Cancel to quit Setup and close any programe you have running Click Hest 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 prosec2. Script Help OK Cancel Click the OK button when you are finished The time data will be imported from the csv file to the batch in ACCPAC Advantage Series F SAMINC A R Invoice Entry File Settings Help Batch Number 14 4 37 bt atch Number 14 4 an Entries 1 Total 173 20 Batch Date 2 6 2003 y Detail Type ten Type Imported Status Open Document Taxes Terms Optional Fields Sales Split Totals Entry Number M 4 1 rad oO Invoice Printed Wo Customer Number En Ba em Ship To Location am miami Document Type finvoice Document Number noooooonse o Document Date 27 6 2003 Year Period 2003 02 y PO Number Special Instructions Order Number Account T ax Lin Q ltemNo Q UOM Description Quantity UnitPrice Extended mt Q Dist Ci Task1P1 8 00000 10 00000 80 00 ITEM Task1P1 8 00000 10 00000 80 00 ITEM Save Delete Print Prepay Chapter 4 Field Relationships Web TimeSheet to ACCPAC Advantage Series Web Timesheet source ACCPAC target Constraints N A Batch Number Created by ACCPAC N A Entry Number Automatically created during the import process Client Code Customer Number N A Document Number Automatically created during the import process N A Line Number Automatically created during the import process Task Code Item Number Billable Hours Quantity Rate Unit Price Billable A
3. Web TimeSheet Integration Manager T ACCPAC ersion Yin Copyright O 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 INTOCUCION tepic Technical Requirements cccocccccncccccncnccnccnonncnnonannconcnnnnannnnos SIE y A U 0UN U eO ePm an Chapter 2 Installing the WTS Integration Manager Before You Install oo ccc esc ese ese seeseeseeeevaesaeeueeesaeeaneases Running the Installation oooccccconccocnncnoncnconnncnnnnnnnnons Chapter 3 Usi
4. __ Running the Export To export time data from Web TimeSheet to ACCPAC Advantage Series follow the instructions below 1 Only data for approved timesheets will be included in the export Click on the Reports button at the top of the Web TimeSheet screen Select ACCPAC Link from the side menu select the timesheet period or date range for which you want to export time information Click on the Settings button and enter the tax values for TaxGroup1 and TaxGroup2 The values entered must equal the tax values set up in ACCPAC Advantage Series If you would like to review the data before running the export click on the Generate button to generate a report for the time period you specified Click on the ACCPAC button to export the data to a csv file that can be opened in ACCPAC Advantage Series Accessing the Exported Data When you export time data Web TimeSheet creates a csv file that can be opened in ACCPAC Advantage Series To open the csv file in ACCPAC 1 2 Open ACCPAC Advantage Series Click on the to expand the Accounts Receivable folder in the side menu Select A R Transactions and click on the Invoice Entry icon in the main window ACCPAC Sample Company Inc File Object View Macro Help wl ajax e Sl Jere te E 2 we Sample Company Inc AB Accounts Payable Accounts Receivable Invoice Entry Accounts Receivable 4 AIR Customer Reports AIR Customers AJR Peri
5. mount Extended Amount Billable Amount Amount Due Billable Amount 1 TaxGroup1 TaxGroup2 O 2004 2005 by Replicon Inc All rights reserved
6. ng the WTS Integration Manager Running the Export coccccoccnccnccccnccnccncononanncnnnnononcnonnncnnncnnnnons Accessing the Exported Data occccccoccccccoccncononnononannnnonos Chapter 4 Field Relationships Web TimeSheet to ACCPAC Advantage Series Chapter 1 What is WTS Integration Manager Introduction The Web TimeSheet Integration Manager for ACCPAC allows you to generate a report of Web TimeSheet data and export the data to a csv file that can be opened in ACCPAC Advantage Series Technical Requirements The following applications are required to successfully export data from Web TimeSheet to ACCPAC Advantage Series using the Web TimeSheet Integration Manager for ACCPAC ACCPAC Advantage Series 5 0 or higher Web TimeSheet SQL or Oracle One of the following Microsoft Internet Explorer 5 5 or higher Netscape Navigator 7 1 or higher Mozilla Firefox 1 0 Constraints The information for specific Web TimeSheet fields must match existing fields in ACCPAC Advantage Series as noted below Web TimeSheet Field ACCPAC Field Client Code Customer Code Task Code Item Code 15 Note Make sure you install Web TimeSheet before installing the Web TimeSheet Integration Manager for ACCPAC Before You Install Before installing the Web TimeSheet Integration Manager for ACCPAC you must have Web TimeSheet installed The Web TimeSheet Integration Manager for ACCPAC must be installed in
7. odic Processing AJR Setup I AJR Setup Reports y AJR Transaction Reports Sl E 3 A R Transactions Administrative Services Invoice Batch Miras Receipt Batch Receipt Entry Quick Receipt Adjustment Adjustment Common Services i ist Entry Batch List Entry General Ledger Inventory Control Order Entry Purchase Orders Post Batches US Payroll Licensed to Faroog Mawjee Replicon inc Dealer ACCPAC 30 Day Trial License QI ACCPAC 30 Day Trial License For Help press F1 NUM 2j6j2003 IB a Create a new batch Click on File at the top of the screen and select Import from the drop down menu Select Single CSV File from the Type drop down list In the File field enter the location of the csv file complete file path LE Type Single CSV File y W Title Record Insert File D temp CACTGPSB csv Browse Recod Tae Stus Invoices Invoices Import ready Invoice_Details Invoice_Details Import ready Invoice_Payment_Schedules Invoice_Payment_Schedules Import ready Field Contents DataType Batch Number CNTBTCH Float Entry Number CNTITEM Float Customer Number IDCUST String Document Number lt Default Value gt String Ship To Location Code lt Default Yalue gt String Special Instructions lt Default Value gt String Document Type lt Default Yalue gt Integer Transaction Type lt Default Value gt Integer y Load Script Save
8. uted to the maximum extent possible under law TimeSheet Integration Manager for ACCPAC should be installed The Integration Manager for ACCPAC 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 i 3 x Setup will install Web Timesheet Integration Manager for ACCPRAC 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 ACCPAC by clicking Cancel to exit Setup Destination Folder C Program Piles web Timesheet Browse Cancel 4 Now you are ready to install the Web TimeSheet Integration Manager for ACCPAC Click the Next button to start the installation Ja Start Installation You are now ready to install Web TimeSheet Integration Manager for ACCPAC 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 J Installation Complete WTS accpac Link has been successfully installed Fress the Finish button to exit this installation Cancel 6 Restart the Web TimeSheet service You are now ready to use the Web TimeSheet Integration Manager for ACCPAC Ca Chapter 3 Using the WTS Integration Manager
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