With AccountLinx, you can export your employees' time data from ExakTime Connect into a compatible file to import into Sage BusinessWorks. As BusinessWorks may be customized to fit your company's needs, it is possible that the default AccountLinx export for BusinessWorks will not match your BusinessWorks 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 BusinessWorks support. We will try to help you as much as we can, but there are aspects of BusinessWorks that are out of our area of expertise and your questions may be better answered by BusinessWorks support or your trusted contact to answer/assist.
Selecting BusinessWorks as your Exporter
- Go to Tools and click Exporter Settings....
- The Exporter Settings window should open. Click Select Exporter....
- A window with a list of available exporters should open. Select "BusinessWorks" and click OK.
AccountLinx Settings Unique to BusinessWorks
The BusinessWorks 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 BusinessWorks and can leave it as <None>.
- Go to Tools and click Exporter Settings....
- The Exporter Settings window should open. Click Configure....
- The Configuration window should open. You should see the following options:
- Default Earning Types
- Regular - Enter the regular pay code as it would appear in BusinessWorks.
- Overtime - Enter the overtime pay code as it would appear in BusinessWorks.
- Double Time - Enter the doubletime pay code as it would appear in BusinessWorks.
- Use Alternative Earning Types
- Map Earning Types to - Specify if an alternate earning type should be associated with specific employees, locations, or cost codes. This allows specific employees, locations, or cost codes to have an alternate set of earning types when exported. The related mapping screen will show fields to specify the earning types that should be associated with exported time records. If an entity does not have an alternate earning type, it will use the default earning type instead.
- Other Export Options
- Map Phase To - Specify if phases should be associated with locations or cost codes. The related "Map X" window will provide a Phase field to fill in with a BusinessWorks phase.
- Map Workers Comp Code To - Specify if workers comp code should be associated with employees, locations, or cost codes. The related "Map X" window will provide a workers comp code field to fill in with a BusinessWorks comp code.
- Default Earning Types
- Click OK on the Configuration window and click OK on the Exporter Settings window to return to the main page of AccountLinx.
- Click the appropriate "Map Employee/Location/Cost Code" option to see the columns from the options enabled in Step 3.
General Use of AccountLinx
After setting up the configuration of AccountLinx to better match BusinessWorks in the previous section, you will need to:
- Map your entities so any time data associated with an ExakTime entity will match with an BusinessWorks entity and fill in any relevant fields enabled in the previous section. Refer to the following article if you are unfamiliar with mapping your data in AccountLinx.
- After mapping your entities, you can export your time data to import into BusinessWorks. Refer to the following article if you are unfamiliar with exporting time data from AccountLinx.
Example of AccountLinx Export
An example of an AccountLinx export opened in Excel has been provided below. The columns have been preformatted based on BusinessWorks's template. The presented values can differ depending on your Excel settings.
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.
How to Import Time Data into BusinessWorks
It is recommended to consult with BusinessWorks for assistance with reviewing the time data as they are more knowledgeable of their best practices on how to import and utilize the time date.