Easy Pay 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 Easy Pay Interface

Easy Pay is a Canadian payroll interface that integrates with JobBOSS2. Before completing the following steps, ensure that the Easy Pay hardware requirements are met and install the software based on their instructions.

Easy Pay Configuration

The following items are critical to making Easy Pay work with JobBOSS2.

  • The employee code in Easy Pay must match the employee number in JobBOSS2.
    1. In Easy Pay, DO NOT begin the Employee Code with a leading zero as JobBOSS2 will not recognize it; the values must match exactly.
  • Enter the employee name in Easy Pay as you want it to appear on the header of the check in the JobBOSS2.
    • There cannot be any commas between the first and last name in the Easy Pay setup of the employee name.
  • Set the general ledger in Easy Pay to JobBOSS2.
  • You must create a general ledger code in JobBOSS2 called Payroll Clearing Account with the same number as the Payroll Clearing Account you established in Easy Pay.

Selecting Easy Pay as your Interface in JobBOSS2

  1. Go to the red Settings tab, open the System dropdown menu, and click Company Maintenance.
  2. Click Edit.
  3. Click Defaults.
  4. Go to the Interfaces section.
  5. Select the Easy Pay radio button.
  6. Click OK at the top of the screen.
  7. Click Save to save your changes and exit Company Maintenance.

Exporting Time & Attendance Tickets / Time Tickets to Easy Pay

  1. Go to the blue Data Entry tab, open the Shop Floor Control dropdown menu, and click Time And Attendance or Time Tickets.
  2. Click Export.
  3. Enter a Begin Date and End Date.
    • Only those tickets falling in this range will be exported.
  4. Click Export.

The export file will download to your PC. Follow steps provided by Easy Pay to import this information in to Easy Pay.

Importing Files into JobBOSS2

The checks created in Easy Pay are merged into JobBOSS2 as manual checks. A manual check is automatically created for each employee. This entry credits the cash account for the bank code selected and debits the payroll clearing account. Then, a journal entry is automatically created that debits all wage and withholding accounts and credits the payroll clearing account. Once the files are created in Easy Pay, the user logs onto JobBOSS2.

  1. In the Data Entry section, click on the G/L tab in the left-side navigation and then click Journals.
  2. In the Journal Entries Navigator, click Import.
  3. Click Upload Payroll File.
    • A file explorer menu opens.
  4. Locate the file to import and left-click to select.
    • The person importing the file must have access to the directory where the file is located.
  5. Click Open to populate the file in JobBOSS2.
  6. Select the Bank Code from the dropdown menu that will be used for payroll purposes.
  7. Click OK.
  8. The utility creates a separate Journal Entry for each person included in the import file.

Verify your data has properly imported through the journal entries.