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Payroll Employees, Jobs, Tables, Timecards, Checks, and Reports
20%
3
/
14
lessons
Certificate
Overview & ratings
General setup
Journal & UNIONS
Looking Ahead - Milestone P: Payroll
General setup
Trades - Setting Up Trades & Levels for Unions and Office
Payroll Employees, Jobs, Tables, Timecards, Checks, and Reports
Overview & Introduction
Ratings & reviews
Set the stage for seamless payroll operations by learning how to master timecards, checks, and much more. This course will show you how to create default trade, level combinations and pay rate tables for a variety of scenarios.
Earn a certificate
For each completed course
2.5 hours
Duration
4.8
10 ratings
Ratings & Reviews
Let other learners know about your experience with this course!
4.8
336 Ratings
5
312
4
23
3
1
2
0
1
0
Z
Catherine Pitts
12 Feb 2024
A lot of helpful tips and tricks and variety of tools for the team to use to learn and stay on track.
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Timecards, Checks, and Reports
100% Score needed
You must pass the quiz with a full score to advance
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Total questions
4
Attempts
Unlimited
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You’ve passed this quiz
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4
/
4
Your score
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Passing required to progress
Learners can move to the next lesson only if they pass the quiz.
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1
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4
Your score
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Passing required to progress
Learners can move to the next lesson only if they pass the quiz.
1
/
4
questions
Can I assign Cost Codes to a Project when I import an estimate?
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Agenda & Objective
[Live lesson name]
Select a date & time
Watch on-demand
Complete lesson
Agenda & Objective
Sync Failed
Your company has not been created into the CRM yet. Please open a Help Desk ticket to notify.
Update your company information
In this section, you'll provide essential details about your company that will be used throughout the deployment process. This includes company information, entity setup, locations, departments, and system configurations. Completing this information accurately will ensure a smooth transition to Sage Intacct.
What you'll need:
Basic company details (name, address, business type)
Entity and location information
Department structure and configurations
Integration and system details
Payroll and HR information
List of users to be added to Sage Intacct.
Your submission is pending review. You cannot make edits at this time.
Congratulations, your blueprint was approved
Your submission has feedback, please review
Sage Intacct Construction - Client Data Collection
Complete all sections and submit for review.
Section 1 of 9
13%
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Company Information
Verify and update core company info.
Planning Session
This data will be reviewed and finalized during your Planning Session.
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Review & Submit
Define system users and implementation timeline.
1. Company Information
Edit
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Company Information
Verify and update core company info.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Company Name
Enter your company name
Company Logo
company-logo.npg
Billing Street
Enter your address
Billing Street 2
Enter your address
Billing City
Enter your city
Billing State
Enter your State
Biling Code/Zip
Enter your code
Billing Country
Select your country
Main Contact
Select admins...
Business Type
e.g., GC, HVAC, Electrical
Number of Employees
10
Annual Revenue
$
Multiple Companies?
Select...
Legacy ERP System
Enter your Legacy ERP System
.svg){kind=icon}
2. Entity Setup
Edit
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Entity Setup
Define legal entity structure for multi-entity (multi-company) configuration.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Entity 1
Entity ID
GC
Entity Name
Global Commerce
Federal ID
12-3456789
Legal Name
Global Commerce Solutions, Inc.
Legal Address 1
123 Market Street
Legal Address 2
Suite 500
City
San Francisco
State
Select State...
ZIP Code
6721
First Fiscal Month
Select month...
First Tax Month
January
.svg){kind=icon}
3. Locations & Departments
Edit
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Locations & Departments
Define your organizational structure.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Locations
Location ID
DC-SF
Location Name
Distribution Center
Entity ID
GC
Departments
Department ID
OPS
Department Name
Operations
.svg){kind=icon}
4. Project Configuration
Edit
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Project Configuration
Provide project types and cost code structure.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Project Types
Project Type
Commercial
Cost Code Structure
Cost Code Structure
Yes
.svg){kind=icon}
5. Integrations & Systems
Edit
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Integrations & Systems
Configure system integrations and upload required documents.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Pre-defined Integrations
Procore
Currently Using
Going to Use Sage Intacct
N/A
SFO (Sage Field Operations)
Currently Using
Going to Use Sage Intacct
N/A
Sage Paperless
Currently Using
Going to Use Sage Intacct
N/A
Sage Estimating
Currently Using
Going to Use Sage Intacct
N/A
Sage Real Estate
Currently Using
Going to Use Sage Intacct
N/A
File Uploads
Company Logo
Logo.jpg
Sample Reports
Reports.pdf
Invoice Forms
Invoice 12.pdf
.svg){kind=icon}
6. Payroll & HR
Edit
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Payroll & HR
Configure system integrations and upload required documents.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Operating States
All
State
Union?
Yes
Certified Payroll?
Yes
Current Payroll Software
Gusto
Current HR Software
BambooHR
Current Timekeeping Software
Deputy
.svg){kind=icon}
7. Additional Information
Edit
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Additional Information
Provide additional operational details.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Credit Cards
Do you have corporate credit cards?
Yes
Credit card management software
Ramp
Interested in CC program for Sage Intacct?
Yes
Equipment
Do you charge equipment rates to jobs?
Yes
Project Forecasting
Do you charge equipment rates to jobs?
No
.svg){kind=icon}
8. Users & Timeline
Edit
Back to Review & Submit
Users & Timeline
Define system users and implementation timeline.
Planning Session
This data will be reviewed and finalized during your Planning Session.
Timeline
Desired Go Live Date
12/12/2025
System Users
First Name
Michael
Last Name
Anderson
Email
michael.anderson@globalcommerce.com
User Type
Business
Unrestricted Business user/admin?
Yes
Submission Successful
Your data is now pending review by an AskRichard administrator.
NAHB Standard
Add a Main Contact
Add a new main contact for this data collection
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Success!
The new main contact has been added successfully.
Are you sure to discard user?
The discarded user wont’ be included into the Syncrhonization .
Submission Successful
Your data is already updated
Industry Standard Cost Code Templates
Download a standard template, customize it to your needs, and upload it to the previous screen.
NAHB Standard
National Association of Home Builders standard format
Agenda & Objective
Migrate your legacy data
In this section, you'll upload records from your previous system to seamlessly migrate them into Sage Intacct. Simply select the type of data you want to import—such as vendors—and upload your file. Our AI will automatically review, map, and convert your legacy data into the exact format required for a successful Sage Intacct integration.
What you'll need:
Data exports from your legacy system (must be in CSV format)
The specific data category you are migrating (e.g., Vendors, Projects)
Clear, uncorrupted files ready for AI review and conversion
Data Migration Sage Intacct
Connected
Disconnected
Upload
Choose file type, then browse.
Supported formats: CSV
History
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File name
Last status
Type
Progress
Date modified
Here you will see your document history. Upload a file to get started.
Vendors.csv
Selected
Converting...
Error
In progress
Completed
Not started
Vendors
Configurationnnn
20%
Vendors.csv
In review
Success
Partial error
Error
Processing...
Converted
In progress
Completed
Not started
Vendors
Configurationnnn
20%
9,999,999
Process
File sent
Description
Sent to Sage Intacct
Date
Action
File sent
Sent to Sage Intacct
20 Jun 2025
Total
9,999,999
Success
9,999,994
Errors
6
Industry Standard Cost Code Templates
Download a standard template, customize it to your needs, and upload it to the previous screen.
NAHB Standard
National Association of Home Builders standard format
Agenda & Objective
Congratulations!
You’ve completed the course P3 & P4 - payroll employees, jobs, tables, timecards, checks and reports successfully
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How can I help?
Ask Richard
Thanks for your rating!
Your feedback helps us improve every course.
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Your course is under approval
Your completed course has been submitted and is currently being reviewed. You'll be notified once it's approved.
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Review detail
Review the transformed file before sending it to Sage Intacct.
Download the file to verify data accuracy.
Download the file to verify data accuracy.
Download both files to compare and identify issues before sending to Sage Intacct.
• General file: full dataset.
• Errors file: specific rows or fields that need correction.
• General file: full dataset.
• Errors file: specific rows or fields that need correction.
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