While you should rarely encounter an issue with your PayEvo accounting or timekeeping integrations, this guide is here to help you resolve the issues preventing you from sending a report to your integrated accounting platform.
Resetting Your Integration Connection
This is just like ‘turning it off and on again’ - a simple reset of your connection fixes most issues. To do this:
1. In the bottom left corner, click Settings > Add Ons.
2. Your integration should be enabled at the top of the list of providers. Click the trash can icon to disable the connection.
3. Find your provider in the list (it may have moved) and click Enable to go through the setup once again. You will then be prompted to log in. This step is faster if you are already logged in to your accounting platform in another tab.
4. When prompted, click Continue Set Up.
5. You must now map your General Ledger accounts from your accounting platform. Be sure to map every account, even if you are not using them. For example, even if you are not located in Québec, you must still have Québec tax accounts mapped to complete the connection. This will not affect your accounting records.
6. Once you’ve mapped all accounts and no fields show ‘NO MAPPING,’ click Save.
7. To test if this worked, either:
A. Close the period (Actions > End of Period) for the prompt to send a GL report
B. Go to Reports > Accounting > General Ledger and click the Cloud icon to send or re-send a report to your integrated accounting platform.
Special Characters in General Ledger Accounts
For some integrations, having a special character (ex. É, &, @ and others) can prevent sending a GL report to your accounting system. If you’ve tried the above steps and have ensured all accounts are mapped, check the GL account names for any special characters that may be causing the issue. To do this:
1. Go to Settings (bottom left)> Payroll Options> GL> Import from Other Service. Select your accounting platform and continue. You will now see the mapping drop-downs on the right side of the screen.
2. Look at each account you’ve selected on the right and update the selections of any fields containing special characters. If needed, go into your accounting platform and update the account names to remove the special character to allow you to select the account you want (ie. Change ‘Impôts’ to ‘Impots’).
3. Save your mapping selections and test if this worked by going to Reports > Accounting > General Ledger and clicking the Cloud icon to send or re-send a report to your integrated accounting platform.
The Previously-Used Custom Pay Rule was Disabled
If you previously used a custom deduction or benefit you’ve since disabled, this can prevent the GL from exporting to your integrated accounting platform. To resolve this:
1. Go to Settings > Pay Rules and select either Benefits or Deductions, depending on the rule you disabled.
2. Click the Enable tick box to re-enable the rule.
3. Save your changes and test if this worked by going to Reports > Accounting > General Ledger and clicking the Cloud icon to send or re-send a report to your integrated accounting platform.