How do I export payroll item out to my Payroll system?

The process on Etz is essentially the same for Sales Invoices, Purchase Invoices and Payroll items.  You firstly need to create a 'Batch' containing the items you wish to export. 

In order to create a Batch the items must be waiting in the corresponding areas, so for example if you wish to export payroll items out to your payroll system the timesheets must be validated in order for them to be visible in the 'Payroll' menu.

The example above shows 8 timesheets that are waiting to be batched.  Click 'Process these Timesheets into a batch' to proceed and the next screen will be visible:

Select the items you wish to include in this batch and add a 'Label' and 'Notes' as appropriate.  Click 'Create New payroll batch' to consolidate the items into a batch and you will see the batch on the 'Open Batches' tab  Click the binoculars icon to access reports and exports.

You will now see your new batch on the Open Batches tab.  Payroll items can be added or removed from the batch by clicking the plus/minus icons if required.  To produce an export file or report on the Payroll items contained within the batch, click the binoculars icon:

Select the option you require - for the purpose of this example we will select the Sage Payroll export:

A Report Display window will open containing the data/report ready to export.  We advise you output all exports to Excel in the first instance, then once the report has opened within Excel it is usually a case of saving the file as a .CSV, but this does depend on your particular requirements for your process.