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Setting Up AccountLinx for AccountMate

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David N

With AccountLinx, you can export your employees' time data from ExakTime Connect into a compatible file for AccountMate. As AccountMate may be customized to fit your company's needs, it is possible that the default AccountLinx export for AccountMate will not match your AccountMate setup exactly. Please read through this article before setting up AccountLinx to understand what is needed ahead of time.

If you have any questions or concerns during setup and/or use, you can contact us with the "Request Support" link at the top of the page and we will try to assist as best as possible. Keep in mind, however, that we are not AccountMate support. We will try to help you as much as we can, but there are aspects of AccountMate that are out of our area of expertise and your questions may be better answered by AccountMate support or your trusted contact to answer/assist.

Selecting AccountMate as your Exporter

  1. Go to Tools and click Exporter Settings.... 
  2. The Exporter Settings window should open. Click Select Exporter.... 
  3. A window with a list of available exporters should open. Select "AccountMate" and click OK.

AccountLinx Settings Unique to AccountMate

The AccountMate export for AccountLinx offers a variety of settings when exporting your time data to help tailor the time data to your company's needs. These settings are unique to AccountLinx and will not affect ExakTime Connect or Mobile. If any of the settings offered do not sound familiar to you, you may not be using the setting in AccountMate and can leave it as <None>. 

  1. Go to Tools and click Exporter Settings.... 
  2. The Exporter Settings window should open. Click Configure....
  3. The Configuration window should open. You should see the following options:
    • Level Matching
      • Lv1-Vacation - Specify the AccountMate cost code for Vacation and the ExakTime Cost Code it is associated with. The selected ExakTime Cost Code must be unique and cannot be the same as the other listed level cost codes.
      • Lv2-Sick - Specify the AccountMate cost code for Sick and the ExakTime Cost Code it is associated with. The selected ExakTime Cost Code must be unique and cannot be the same as the other listed level cost codes.
      • Lv3-PTO - Specify the AccountMate cost code for PTO and the ExakTime Cost Code it is associated with. The selected ExakTime Cost Code must be unique and cannot be the same as the other listed level cost codes.
      • Lv4-Holiday - Specify the AccountMate cost code for Holiday and the ExakTime Cost Code it is associated with. The selected ExakTime Cost Code must be unique and cannot be the same as the other listed level cost codes.
    • Cost Type
      • Cost Type - Specify what entity the cost type can be associated with (employee, location, or cost code) and the default value for the cost type.
        • If a cost type has not been entered for the employee, location, or cost code, the default value will be used.
  4. Click OK on the Configuration window and click OK on the Exporter Settings window to return to the main page of AccountLinx.
  5. Click the appropriate "Map Employee/Location/Cost Code/Equipment" option to see the columns from the options enabled in Step 3.

General Use of AccountLinx

  • For more information about mapping your entities in AccountLinx, you can refer to the following article.
  • For steps about exporting time data AccountLinx, you can refer to the following article.

Example of AccountLinx Export

An example of an AccountLinx export opened in Excel has been provided below. The columns have been preformatted based on AccountMate's template. The presented values can differ depending on your Excel settings.

ALX - AccountMate - Export Example - 00.png

While you can manipulate the exported data after it has been exported, it is highly discouraged as it can result in data discrepancies when double-checking any data.

Expand for Information on How Columns are Populated

The table below lists columns generated for the export file and what data populates the column.

Column Header How Data Populates
1 Employee # Populated from the "Employee Number" field of "Map Employee"
2 Date Work date of time record. Uses "MM/DD/YYYY" format.
3 Regular
  • Total number of regular hours worked by the employee for the location and cost code of the time record. 
  • Hours will be in decimal format with two places after the decimal (e.g. 8.00)
  • If there are no hours, it will appear as "0.00"
  • Hours from Lv1-Lv4 cost codes will be excluded.
4 OT
  • Total number of OT1 hours worked by the employee for the location and cost code of the time record. 
  • Hours will be in decimal format with two places after the decimal (e.g. 8.00)
  • If there are no hours, it will appear as "0.00"
  • Hours from Lv1-Lv4 cost codes will be excluded.
5 DT
  • Total number of OT2 hours worked by the employee for the location and cost code of the time record. 
  • Hours will be in decimal format with two places after the decimal (e.g. 8.00)
  • If there are no hours, it will appear as "0.00"
  • Hours from Lv1-Lv4 cost codes will be excluded.
6 Lv1
  • Total number of Lv1 hours associated with the 'Vacation' cost code for a specific employee, location, cost code, and date. 
  • Hours will be in decimal format with two places after the decimal (e.g. 8.00)
  • If there are no hours, it will appear as "0.00"
7 Lv2
  • Total number of Lv2 hours associated with the 'Sick' cost code for a specific employee, location, cost code, and date. 
  • Hours will be in decimal format with two places after the decimal (e.g. 8.00)
  • If there are no hours, it will appear as "0.00"
8 Lv3
  • Total number of Lv3 hours associated with the 'PTO' cost code for a specific employee, location, cost code, and date. 
  • Hours will be in decimal format with two places after the decimal (e.g. 8.00)
  • If there are no hours, it will appear as "0.00"
9 Lv4
  • Total number of Lv4 hours associated with the 'Holiday' cost code for a specific employee, location, cost code, and date. 
  • Hours will be in decimal format with two places after the decimal (e.g. 8.00)
  • If there are no hours, it will appear as "0.00"
10 Job # Populated with value “Job #” from "Map Locations" and based on the employee's time record.
11 Cost Type
  • Populated with value “Cost Type” from related mapping window and based on the employee's time record.
  • If there is no "Cost Type" value entered on the mapping window, the default value will be used.
12 Cost Code

Populated with value “Cost Code” from "Map Cost Codes" and based on the employee's time record.

Special Consideration

  • Data is first sorted by the employee, then by date.
  • If Auto-Lunch is present for an employee, the hours on the export file will have the lunchtime deducted. There will not be a negative value to accommodate lunch time.

How to Import Time Data into AccountMate

It is recommended to consult with AccountMate for assistance with importing time data as they are more knowledgeable of their best practices.

If you need assistance, please feel free to contact us, but please keep in mind that we are not AccountMate support. We will try to help you as much as we can, but there are aspects of AccountMate that are out of our area of expertise and your questions may be better answered by AccountMate support or your trusted contact to answer/assist.

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