StarBuilder Payroll/GL/AP Importing Session - 203

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StarBuilder Payroll/GL/APImportingSession - 203

• Presented by
• Melissa Issock

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Import options available for StarBuilder

• Payroll Batch Import
• Accounts Payable Import Invoices
• General Ledger Import Journal Entries

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Why use the Import?

• Payroll Batch Import
• - outsourcing payroll, multiple sites
• Accounts Payable Import Invoices
• - multiple sites
• General Ledger Import Journal Entries
• - allocations, payroll outsource

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Types of files that can be imported

• 2 types of files can be imported into
  Payroll, Accounts Payable and General Ledger.
• 1) ASCII text file fixed length text file.
• 2) DIF file data interchange format file.

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Creating an ASCII text import file.

• To create an ASCII text file to import to
  StarBuilder
• 1) Check the import specs for the module that you
  are importing into.
• 2) Go into any word processor and create a
  document that contains the information that you
  are importing to StarBuilder.
• 3) Save the file as a text file. When you save
  the file as a text file, it will remove any
  formatting that the word processor put on the
  document.

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How to create a DIF file to import

• To create a DIF file to import into StarBuilder
• 1) Check the import specs for the module that you
  are importing into.
• 2) Go into a spreadsheet program, like Microsoft
  Excel, and create a spreadsheet that has the same
  column headings as the import specs outline.
  Enter the data that you want to import no need
  to enter every field.
• 3) Save the spreadsheet as a DIF file. After
  saving the file as a DIF file, go into
  StarBuilder and import the file.

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Tips on creating DIF files

• When creating a spreadsheet for import into
  StarBuilder,
• it is important that the cells are formatted
  as text, date or
• number (depending on what the import spec
  requires).
• This will make troubleshooting the layout a lot
  easier.
• If you find problems with the import file, make
  corrections to the original spreadsheet file and
  re-save as a DIF file.

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Troubleshooting Import Issues

• Payroll and General Ledger - When importing, you
  have the option to correct errors. This option
  allows you to correct an error as it is being
  imported.
• Accounts Payable - Import invoices does not have
  this option, but will print a page with any
  import errors.

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Questions

• ???

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StarImport Overview

• StarImport is used to import estimates from other
  packages into Job Cost.
• StarImport is a separate application that uses a
  Microsoft Access database to store information
  that gets imported into StarBuilder.
• StarImport allows changes to be made to imported
  estimates prior to importing them into
  StarBuilder.

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Types of file that import into StarImport

• Bid to Win
• HCSS
• MC2
• ProEst
• QuickPen
• TimberLine
• ASCII text file

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StarImport import field types

• Phase code
• Cost Code
• Cost Type
• Estimated cost
• Estimated quantity
• Estimated hours
• Description
• Unit of measure
• Workers Comp code
• Account number