With AccountLinx, you can export your employees' time data from ExakTime Connect into a compatible file for SouthWare. As SouthWare may be customized to fit your company's needs, the default AccountLinx export for SouthWare may not match your SouthWare 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 SouthWare support. We will try to help you as much as we can, but there are aspects of SouthWare that are out of our area of expertise and your questions may be better answered by SouthWare support or your trusted contact to answer/assist.
Selecting SouthWare 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 "SouthWare" and click OK.
AccountLinx Settings Unique to SouthWare
The SouthWare 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 SouthWare 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.
- Default Earning Codes
- Regular - Enter the regular earning code as used in SouthWare.
- Overtime - Enter the overtime earning code as used in SouthWare.
- Overtime2 - Enter the overtime 2 (doubletime) earning code as used in SouthWare.
- Optional Earning Codes Matching
- Vacation Earning Code - Enter the SouthWare code and the ExakTime Cost Code that best matches.
- Holiday Earning Code - Enter the SouthWare code and the ExakTime Cost Code that best matches.
- Sick Earning Code - Enter the SouthWare code and the ExakTime Cost Code that best matches.
- 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.
- Optional Mappings
- Map Job Type to - Specify the entity the job type should be associated with. The job type will be added to the end of a job number during export. The related mapping screen will have additional fields for you to complete.
- Default Earning Codes
- 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.
Data Mapping
Mapping allows you to data map your ExakTime entities and complete additional fields so your AccountLinx time data export matches the corresponding SouthWare entities. Your data mappings will be saved once done allowing you to focus on data mapping any new entities added to ExakTime since the last export. Refer to the following article if you are unfamiliar with mapping your data in AccountLinx.
Exporting Time
After mapping your entities, you can export your time data into a compatible file to import into SouthWare. Refer to the following article if you are unfamiliar with exporting time data from AccountLinx.
It is recommended to consult with SouthWare for further assistance with importing and using the time data as they are more knowledgeable of utilizing their system.
Example of AccountLinx Export
An example of an AccountLinx export has been provided below. The data have been preformatted based on SouthWare's 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.