Setting Up AccountLinx for Sage 100 Standard/Advanced ERP [MAS 90/200]

David N

October 24, 2024 21:14

With AccountLinx, you can export your employees' time data from ExakTime Connect into a compatible file for Sage 100 Standard/Advanced ERP [MAS 90/200]. To help you import your time data, you must load our job import to help Sage understand the AccountLinx export. 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 Sage support. We will try to help you as much as we can, but there are aspects of Sage that are out of our area of expertise and your questions may be better answered by Sage support or your trusted contact to answer/assist.

Activating ExakTime TimeCard Import Job in Visual Integrator

To help import your time data into Sage, you will need to load the template that will help Sage understand the AccountLinx export.

From the MAS 90/200 Desktop, go to the Tasks tab, and navigate to Modules / Visual Integrator / Main / Job Import.
Click the open button under Import File Name.
In the File to Import box, navigate to "C:\Program Files\Exaktime\AccountLinx\Export File Specifications\Mas 90-200". Location may differ depending on your computer.
Select "Exaktime Timecard Import From AccountLinx.EXP" or "Exaktime Timecard Import From AccountLinx (2018).EXP" depending on the AccountLinx export version and click Open.
On the Job Import screen, select "EXKT TIMECARD" and click Accept.
The message "Imported Jobs must be compiled before use." appears. Click OK.
Navigate in the Tasks list to Modules / Visual Integrator / Main / Import Job Maintenance. When the "V/I Import Job Selection" box appears, click the magnifying icon next to Job Name, select EXKT TIMECARD, and click Accept.
The "Import Job Maintenance" screen appears. Click Compile.
When asked "Prepare this job for use?" click Yes.
When asked "Execute Job?" click No.
Exit the Import Job Maintenance screen.

Selecting MAS 90/200 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 "Sage 100 Standard/Advanced ERP [MAS 90/200]" and click OK.

AccountLinx Settings Unique to Sage

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

Go to Tools and click Exporter Settings....
The Exporter Settings window should open. Click Configure... to open the 'Settings' window.
- Export Versions
  - Export Version - Select the appropriate export version for AccountLinx.
    - If you select "2018 or Higher", you must select "Exaktime Timecard Import From AccountLinx (2018).EXP" when setting up the ExakTime TimeCard Import Job in Visual Integrator.
- Default Earning Codes
  - Regular Code - Enter the regular earning code as used in Sage.
  - Overtime Code - Enter the overtime earning code as used in Sage.
  - Overtime 2 Code - Enter the overtime 2 earning code as used in Sage.
- 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.
- Use Prevailing Earning Codes
  - Map Earning Codes to - Specify if a prevailing earning code should be associated with specific employees, locations, or cost codes. This allows particular employees, locations, or cost codes to have a prevailing earning code when exported. The related mapping screen will show fields to enter the prevailing earning code that should be associated with exported time records.
- Other Settings
  - Map Cost Code to - Specify which entity the cost code should be associated with. The related mapping screen will have additional fields for you to complete.
  - Map Labor Code to - Specify which entity the labor code should be associated with. The related mapping screen will have additional fields for you to complete.
  - Map Certified Job to - Specify which entity the certified job should be associated with. The related mapping screen will have additional fields for you to complete.
  - Series - The series is a unique sequential series number entered each export file, to be assigned to the TimeCard entry for tracking purposes. The series number starts with the value that appears in this field and increments by "1' with each export from AccountLinx. Typically, leave the "Series" at its default, E 000001
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 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 Sage in the previous section, you will need to:

Map your entities so any time data associated with an ExakTime entity will match with a Sage 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 Sage. Refer to the following article if you are unfamiliar with exporting time data from AccountLinx.

How to Import Time Data into Sage

Importing AccountLinx File

In MAS 90/200, go to the Tasks tab and go to Modules / Visual Integrator / Main / Job Select
Select EXKT TIMECARD and click Select.
From the "Import Job EXKT TIMECARD" screen, click the folder icon and select your AccountLinx export.
Click Accept when done.
Click Yes on “Do you want to import records into company?”
After MAS 90/200 imports the records, a summary screen will appear and enable you to view the import log. This log will provide information on the record status and any error messages from MAS 90/200.

Reviewing Time Records

To view your imported time records in MAS 90/200, go to the Tasks tab, and navigate to Modules / TimeCard / Main / TimeCard Entry and Edit.

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

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