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Setting Up AccountLinx for Microsoft Dynamics SL

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

Selecting Dynamics SL 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 "Dynamics SL (Solomon)" and click OK.

AccountLinx Settings Unique to Dynamics SL

The Dynamics SL 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 Dynamics SL 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:
    • Default Payroll Codes
      • Regular - Enter the regular payroll codes as used in Dynamics SL.
      • Overtime - Enter the overtime payroll codes as used in Dynamics SL.
      • Overtime2 - Enter the overtime 2 (doubletime) payroll codes as used in Dynamics SL.
    • Required Settings
      • Company ID - Enter the currency ID that would be used by Dynamics SL.
      • Map Labor Class to - Specify which entity the labor class should be associated with. The related mapping screen will have additional fields for you to complete.
      • Work Comp Cd to - Specify which entity the work comp code should be associated with. The related mapping screen will have additional fields for you to complete.
    • Other Export Options
      • Shift to - Specify which entity shift should be associated with. The related mapping screen will have additional fields for you to complete.
      • Phase Code to - Specify which entity phase should be associated with. The related mapping screen will have additional fields for you to complete.
      • Account to - Specify which entity the account should be associated with. The related mapping screen will have additional fields for you to complete.
      • Sub Account to - Specify which entity the sub account should be associated with. The related mapping screen will have additional fields for you to complete.
      • Union Cd to - Specify which entity the union code should be associated with. The related mapping screen will have additional fields for you to complete.
      • Work Type to - Specify which entity the work type should be associated with. The related mapping screen will have additional fields for you to complete.
      • Prev Wage Cd to - Specify which entity the prevailing wage code should be associated with. The related mapping screen will have additional fields for you to complete.
      • Billable to - Specify which entity billable should be associated with. The related mapping screen will have additional fields for you to complete.
      • Work Order to - Specify which entity the work order should be associated with. The related mapping screen will have additional fields for you to complete.
    • Import Destination
      • Import to Microsoft SL Screen - Specify the export template.
  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" 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 Dynamics SL in the previous section, you will need to:

  • Map your entities so any time data associated with an ExakTime entity will match with a Dynamics SL 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 into two files to import into Dynamics SL. Refer to the following article if you are unfamiliar with exporting time data from AccountLinx.

How to Import Time Data into Dynamics SL

It is recommended to consult with Dynamics SL for further assistance with importing and using the time data as they are more knowledgeable of utilizing their system.

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