CenterPoint Interface

This document explains the purpose and steps of this application in JobBOSS2. There is a breakdown of the concepts and functionality as well as specific instructions for using the application.

About the CenterPoint Interface

CenterPoint is a payroll interface that integrates with JobBOSS2. Before completing the following steps, ensure that the CenterPoint hardware requirements are met and install the software based on their instructions. All questions regarding this process should be directed to the CenterPoint technical support department.

Configuring CenterPoint Payroll for JobBOSS2 Interface

After installing the CenterPoint software, check the CenterPoint master settings in the Setup Menu and select the area you wish to change.

  1. The Abbreviation field in CenterPoint must exactly match the Employee number field in JobBOSS2.
    • CenterPoint allows for alphanumeric values, but it must be a numeric value only in order for the interface to make a proper match.
    • Abbreviations must be 4 digits long; therefore, Employee numbers in JobBOSS2 must also be 4 digits.
      • The leading number cannot be a 0.
  2. The GL Accounts must match.
  3. The Shift Code Number in JobBOSS2 must match the Abbreviation and Shift Number for Work Shifts in CenterPoint.
    • The work shift description, hours, and days must all match between the systems as well.
  4. JobBOSS2 payroll rates must match the earnings codes in CenterPoint.
    • CenterPoint requires that the first rate is set as RegHrs and the second rate is set as Overtime.
    • These are case sensitive fields.
      • On all earnings codes in CenterPoint, check the box for Work Shift Apply.
      • The expense account on the earnings code must match the GL account on the attendance ticket.
      • In CenterPoint on RegHrs earnings code, select the box for Pay Overtime and select Overtime as the Overtime Earnings.
    • If you choose not to use RegHrs Overtime, then the Attendance Codes in JobBOSS2 must match the Earnings Codes in CenterPoint.
  5.  Departments you have defined in JobBOSS2 must exactly match the those fields in CenterPoint.
    • Department codes have a maximum of length of 8 characters in CenterPoint, so you must limit your department codes to 8 characters in JobBOSS2 as well.
    • Department codes are case sensitive.
      1. If you are exporting Time Tickets, the export will use the Department on the work center rather than from the employee. Be sure to set departments on the work centers in JobBOSS2
  6. When using Direct Deposit, make sure the numbering series is set differently from the check numbers being used in Accounts payable.
    • If you use direct deposit, these entries will export to JobBOSS2 as manual checks, so they cannot have duplicate check numbers.

Selecting CenterPoint as your Interface

  1. Go to the red Settings tab, open the System dropdown menu, and select Company Maintenance.
  2. Select your company from the grid and click Edit.
  3. Click Defaults.
  4. Go to the Interfaces section.
  5. Click the Red Wing / CenterPoint radio button.
  6. Click OK.
  7. Click Save to save your changes and exit Company Maintenance.

Exporting from JobBOSS2

The following process uses Time and Attendance Tickets as a demonstration, but the same steps can be used to export Time Tickets as well.

  1. Go to the blue Data Entry tab, open the Shop Floor Control dropdown menu, and select Time And Attendance.
  2. Click Export.
  3. Enter a Begin Date and End Date.
    1. Only time and attendance tickets from that date range will export.
  4. Place a check in the box to Limit Employee Number Field To 3 Digits In Length.
  5. Place a check in the box to Force All Regular Hours To Regular Earnings Code Below.
    1. It is highly recommended that you check this box so that you can name your payroll rate anything you prefer and ensure the hours get the assigned to the proper earnings code within CenterPoint.
    2. This does not apply to Time Ticket exports.
  6. Enter / Verify the Regular Earnings Code as RegHrs.
  7. Enter / Verify the Overtime Earnings Code as Overtime.
  8. Click Export.
    1. A TXT file will download to your personal computer.

Importing to JobBOSS2

  1. Go to the blue Data Entry tab, open the AP dropdown menu, and select Check Writing.
  2. Click Import.
  3. Click Upload File to search for and select your import document.
  4. Select a Bank Code.
  5. Select a Vendor Type.
  6. Click OK.
  7. Verify the import totals by either viewing individual check records or running the Check Summary report.