If you use the Inn-Flow Netchex integration and need to import your payroll information into Inn-Flow Accounting, you can request a custom payroll export from Netchex. This ensures that your General Ledger (GL) data is accurate and up to date.
Step-by-Step Instructions
1. Request a Custom Payroll Export from Netchex
To get started, send an email to: [email protected]
In your email, request the following:
A custom payroll export that can be uploaded into Inn-Flow Accounting.
Formatting that aligns with Inn-Flow's GL import requirements.
Any specific payroll data points you need included.
Answer and questions the Netchex team may have about your specific needs.
The Netchex team will create a customized report based on your request.
2. Export the Payroll GL Report from Netchex
Once Netchex has set up your custom report:
Log in to Netchex.
Go to your Payroll Reports section.
Find and select the custom payroll export created for Inn-Flow Accounting.
Download the report in a format compatible with Inn-Flow (typically CSV or Excel).
3. Upload the Payroll GL Report to Inn-Flow
After downloading the report from Netchex:
Log in to Inn-Flow.
Navigate to Accounting > General Ledger Import or Payroll Import (depending on how you want to import into Inn-Flow..
Click Upload File and select the payroll GL report you exported from Netchex.
Review the data and confirm the import.
4. Verify Your Payroll Data
Once uploaded:
Check your General Ledger entries to confirm accuracy.
If anything looks incorrect, contact Inn-Flow Support or follow up with Netchex at [email protected] for adjustments.
FAQs
What if I don’t see the correct data in my GL report?
If the report is missing details or formatted incorrectly, reply to [email protected] and request adjustments to your custom payroll export.
How often should I import payroll data into Inn-Flow Accounting?
It is recommended to import payroll data after each payroll cycle to keep your financial records up to date.
Who should I contact for support?
For report setup and export issues: Email [email protected].
For importing and GL issues in Inn-Flow: Contact Inn-Flow Support.
By following these steps, you can seamlessly transfer your payroll data from Netchex to Inn-Flow Accounting, ensuring financial accuracy.
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