Module Navigation

Setting Up AccountLinx for COINS

With AccountLinx, you can export your employees' time data from ExakTime Connect into a compatible file for COINS. As COINS may be customized to fit your company's needs, it is possible that the default AccountLinx export for COINS will not match your COINS 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 COINS support. We will try to help you as much as we can, but there are aspects of COINS that are out of our area of expertise and your questions may be better answered by COINS support or your trusted contact to answer/assist.

Selecting COINS 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 "COINS" and click OK.

AccountLinx Settings Unique to COINS

The COINS 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, you may not be using the setting in COINS 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:
    • Export Version
      • Export Version - Specify if you are exporting for "COINS - Remote Payroll TimeCard" or "COINS OA - Bulk Payroll Upload". Some options listed below are not be available for "COINS OA - Bulk Payroll Upload".
    • Default Earnings Codes
      • Regular Earnings Code - Enter the default earning code for Regular pay.
      • Overtime Earnings Code - Enter the default earning code for Overtime pay.
      • Overtime 2 Earnings Code - Enter the default earning code for Overtime 2 (Doubletime) pay.
    • Use Alternative Earning Codes
      • Map Earning Codes to - Specify if an alternate earning code should be associated with specific employees, locations, or cost codes. This allows particular employees, locations, or cost codes to have an alternate set of earning codes when exported. The related mapping screen will show fields to enter the earning code that should be associated with exported time records. If an entity does not have an alternate earning code, it will use the default earning code instead.
    • Other Settings
      • Map Phase to - Specify which entity phases should be associated with. The related mapping screen will have additional fields for you to complete.
      • Map Certified to - Specify if the certified field should be associated with Locations. The "Map Location" mapping screen will have additional fields for you to complete.
      • Export Work Orders - This option does not affect the output file.
  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

After setting up the configuration of AccountLinx to better match COINS in the previous section, you will need to:

  • Map your entities so any time data associated with an ExakTime entity will match with a COINS 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 COINS. 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 has been provided below. The data have been preformatted based on COINS's template. The presented values can differ depending on your settings.

ALX - Export Example - COINS.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.

How to Import Time Data into COINS

It is recommended to consult with COINS 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 COINS support. We will try to help you as much as we can, but there are aspects of COINS that are out of our area of expertise and your questions may be better answered by COINS support or your trusted contact to answer/assist.

Was this article helpful?
0 out of 0 found this helpful