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Insperity Payroll Upload File or Interface

  • 1.  Insperity Payroll Upload File or Interface

    Posted Jul 13, 2021 10:41 AM
    Insperity is our PEO. We do not use GP payroll. We manually enter PR JE's into GP by GL#. Does anyone know of or use Insperity templates that are populated with payroll by GL number and upload payroll entry to GP?

    Thanks in advance,

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    Jim Vetter
    International Facility Management Association (IFMA.org)
    281-974-5671
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Insperity Payroll Upload File or Interface

    SILVER CONTRIBUTOR
    Posted Jul 14, 2021 09:03 AM
    How do you get the data from Insperity? (I'm not familiar with them) If you can get it in a spreadsheet you can do various formulas such as vlookup in excel or similar program to put your GLs in beside the details and amount, and arrange the resulting data in the following four columns in order: description, GL, debit, credit, and then use the excel-paste function in GP's JE transaction screen to paste the data from your spreadsheet into a journal entry. Or did I misunderstand the question?

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    Vanessa Halacsy
    Controller
    Wooster Motor Ways, Inc.
    Wooster OH
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Insperity Payroll Upload File or Interface

    Posted Jul 14, 2021 09:49 AM
    Thank you Vanessa. We do get an excel file and can do Excel magic but there are many steps and spreadsheets. Before I call Insperity, I was hoping to find someone in the group that is/has worked with Insperity and knew of payroll tools Insperity provides that deliver payroll, benefit, and tax data that also includes our GL numbers so that all we need to do is review and excel paste or some other form of Insperity/GP interface to the GL. I did something similar with ADP and Epicor Prophet 21 in a past company.

    All the best,

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    Jim Vetter
    International Facility Management Association
    Houston TX
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Insperity Payroll Upload File or Interface

    Posted Jul 14, 2021 12:30 PM
    We use Insperity.  When we contracted with them I provided a csv file with the gl code mapping for the accounts I wanted the costs posted to based on the job costing code.  Every week they provide a csv file of their data and the mapped gl codes.  They do this on the backend somehow and email me the files (we have more than 1 client code with them).   I do not know of a way you can do this yourself.  I then use integration manager to import them into GP.  There may be a better way to get the data into GP but we've been doing this since 2006 and that was the best way then.

    You should talk to your Insperity payroll specialist or client liason to see about setting something like this up.

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    Jack Williams
    CFO
    The Nelson Company
    Baltimore MD
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Insperity Payroll Upload File or Interface

    Posted Jul 14, 2021 05:15 PM
    Jack,

    Thanks so much for the reply. This is exactly what I was looking for, I will contact HR and Insperity and set up a meeting. I may reach out to you again if I have questions related to mapping or the csv file or integration manager. If during my exercise I find something I feel may be of value to you, I will certainly make you aware.

    Good evening,


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    Jim Vetter
    International Facility Management Association
    Houston TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Insperity Payroll Upload File or Interface

    Posted Jul 14, 2021 06:04 PM
    Good luck.

    ------------------------------
    Jack Williams
    CFO
    The Nelson Company
    Baltimore MD
    ------------------------------

    Academy - Online Interactive Learning from Experts


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