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

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

Selecting ProContractor 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 "ProContractor by Viewpoint" and click OK.

AccountLinx Settings Unique to ProContractor

The ProContractor 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 ProContractor and can leave it as <None>. 

1. Go to Tools and click Exporter Settings.... 
2. The Exporter Settings window should open. Click Configure... to open the 'Settings' window.
   General Tab

   • Export Error Options
     • Employee/Location/Cost Code Mapping Required - If an entity is not mapped, AccountLinx will present a warning before executing the export.
   • Export Format
     • Export to Excel Workbook - This checkbox will be optional if the ProContractor version is "Version 3.5 or later" or "Prior to Version 3.5".
   • Version
     • ProContractor Version - The selected version may determine other available settings.
       • Version 3.9 and Later
       • Version 3.9 and Later with Time Off as Pay Class
       • Version 4.4.3 and Later
       • Version 4.4.3 and Later with Time Off as Pay Class
   • Version 3.9 and 4.4.3 Options
     
     • Vacation - Enter the ProContractor code and the ExakTime Cost Code that best matches.
     • Holiday - Enter the ProContractor code and the ExakTime Cost Code that best matches.
     • Sick - Enter the ProContractor code and the ExakTime Cost Code that best matches.
     • Map Payroll Company To - The payroll company field will be mapped to employees. Enter the default value that should be used if no payroll company is mapped. The related mapping screen will have additional fields for you to complete.
     • Cost Distribution Company - Specify the entity the cost distribution company should be associated with. Enter the default value that should be used if no cost distribution is mapped. The related mapping screen will have additional fields for you to complete.
     • Transaction Type - Specify the entity the transaction type should be associated with. Select if the transaction type is for 'Project Cost' or 'General Ledger Only'. The related mapping screen will have additional fields for you to complete.
     • Cost Type - Specify the entity the cost type should be associated with. Enter the default value that should be used if no cost type is mapped. The related mapping screen will have additional fields for you to complete.
     • Pay Class - Specify the entity the pay class should be associated with. The related mapping screen will have additional fields for you to complete.
     • Payroll Cost Account - Specify the entity the payroll cost account should be associated with. Enter the default value that should be used if no payroll cost account is mapped. The related mapping screen will have additional fields for you to complete.
     • Work Location - Specify the entity that work locations should be associated with. 
       • Work locations do not have to be the same as locations. "Locations" are where the employee works or the client they are attributing work to, while "Work Locations" are used to denote pay rates, taxes, PTO accrual rates, and more in ProContractor.

   Comments/Notes Tab

   • Comments/Notes
     • Specify if comments from the employee, location, cost code, or the time record should be exported with the related time data. 

   Equipment Tab

   • Export Equipment (Version 3.9)
     • Generate Equipment Data During Export - Enable this option to export equipment data along with time data.
   • Pre-Export
     • Display Pre-Export Screen - Enable this option to display a window after clicking 'Export' to enter your 'End of Pay Period Date'.
   • Equipment Settings (Version 3.9)
     • Equipment Usage Type - Specify the entity the equipment usage type should be associated with. Enter the default value that should be used if no equipment usage type is mapped. The related mapping screen will have additional fields for you to complete.
     • Equipment Cost Type - Specify the entity the equipment cost type should be associated with. Enter the default value that should be used if no equipment cost type is mapped. The related mapping screen will have additional fields for you to complete.
     • Equipment Cost Account - Specify the entity the equipment cost account should be associated with. Enter the default value that should be used if no equipment cost account is mapped. The related mapping screen will have additional fields for you to complete.
     • Equipment Company - Specify the entity the equipment company should be associated with. Enter the default value that should be used if no equipment company is mapped. The related mapping screen will have additional fields for you to complete.
3. Click OK on the Configuration window and click OK on the Exporter Settings window to return to the main page of AccountLinx.
4. Click the appropriate "Map 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 ProContractor in the previous section, you will need to:

• Map your entities so any time data associated with an ExakTime entity will match with a ProContractor 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 ProContractor. 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 ProContractor template. The presented values can differ depending on your 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 ProContractor

1. If you have opened the AccountLinx file, please close the Excel file before beginning the import process.
2. From the All Tasks pane, navigate to Administration > Utilities > Import > Import Transactions.
3. In the Import Type field, select the type of data to import from the drop-down, such as 'Employee Time Card'.
4. In the File Location field, click ... and browse to the Excel file containing the data to import.
5. In the Posting Group field, click ... and select the posting group from a lookup list. The only available posting groups are those associated with companies and pay systems.
   • If the posting group you select is already being used to start a payroll cycle, an error message appears.
6. Click Get External Data.
   • When you get external data, ProContractor retrieves and validates the data in the Excel file. This process may take a few minutes. A progress bar indicates the process is still working.
   • If you have chosen to allow posting for a closed profit center, and the associated project or equipment item is closed, ProContractor prompts you to enter the Closed Project or Inactive Equipment password. If you enter the correct password, all the time card lines with the closed project or inactive equipment will pass validation.
7. If there are invalid records, ProContractor displays a warning, giving you the option to stop the import and correct the invalid records before processing.
8. Click Import to import valid data.

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