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Setting up AccountLinx for Paychex (Preview)

With AccountLinx, you can export your employees time data and expenses from ExakTime Connect into a compatible file for Paychex (Preview). 

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

As Paychex allows flexibility to fit various needs, we cannot take every unique setup into account. It is advised to read through this article before setting up SyncLinx/AccountLinx to understand what is needed ahead of time.

Selecting Paychex (Preview) 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 "Paychex (Preview)" and click OK.

AccountLinx Settings Unique to Paychex (Preview)

The Paychex exporter 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 to you, then you may not be using the setting in Paychex 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 and tabs.
    • Paychex Export Type - Select between the Payroll, Punch, or Payroll & Punch exports.
    • Regular - This earning code will be used when exporting your time data for any regular hours worked by an employee. This should match the earning code from Paychex.
    • Overtime - This earning code will be used when exporting your time data for any overtime hours worked by an employee. This should match the earning code from Paychex.
    • Overtime2 - This earning code will be used when exporting your time data for any doubletime/premium hours worked by an employee. This should match the doubletime/premium earning code from Paychex.
    • Map Alternative Earning Codes to - Associate an alternate earning code with an ExakTime employee, location, or cost code. The alternate earning codes entered should match your Paychex earning code. This will add a column to the selected entity. 
      • This is generally used to help differentiate if an employee should receive a different pay type depending on who it is, where they worked, or what they did.
      • For more information about alternate earning codes and how they should be used, you can refer to the following article
  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/Equipment" option to see the columns from the options enabled in Step 3.

General Use of AccountLinx

  • For more information about mapping your entities in AccountLinx, you can refer to the following article.
  • For steps about exporting time data AccountLinx, you can refer to the following article.

Example of AccountLinx Export

An example of an AccountLinx export opened in Excel has been provided below. The columns have been preformatted based on Paychex (Previews)'s template. There are some blank columns as we are trying to best match the export file to Paychex Preview's template and not all fields are used by us.

Payroll Export

Paychex_Preview_-_Payroll.png

Punch Export

Paychex_Preview_-_Punch.png

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.

Import Time Data into Paychex

The resulting export file from AccountLinx can be imported into Paychex. The file is typically placed in the "rapid" folder. If you have a typical Paychex setup, the folder is usually located on the C drive like so "C:\rapid".

If you need assistance, please feel free to contact us, but keep in mind that we are not Paychex support. We will try to assist you as much as we are able, but there are aspects of Paychex that are out of our area of expertise and your questions may be better served by Paychex support or your trusted contact to answer/assist.

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