Export Options Tab

Use the Export Options tab to configure and determine timesheet export requirements.

You can specify those UDT codes that should not be exported by including them in the Export Filter table, and then determining the file layouts for labor distribution and payroll.

For more information on exporting time information, see Export Timesheets.

Attention: For more information on exporting time information, see the Time & Expense with ESS Technical Guide.

Note: For Time & Expense version 7.1.2 and later, the Export Options tab supersedes the ExportTimesheet.properties file. If you are using version 7.1.2 or higher, you must use this tab to configure all of your timesheet export options. When you first open the Export Timesheets screen after upgrading to 7.1.2 or later, Time & Expense automatically converts the settings in your ExportTimesheet.properties file (if one exists) to settings on the Export Options tab.

General

Field	Description
Export In-Process Timesheets	To select a value in Export In-Process Timesheets, you must first select either Costpoint 6x or None in ASCII Layout in the Labor Distribution area. Note: If you are exporting time to Costpoint, this option is only available for Costpoint 6.0 and higher.  If you are exporting time to an application other than Costpoint, you can use this option if you select None in ASCII Layout in the Labor Distribution area. If you select None, the exported timesheet labor records will not be transformed, but instead will stay in the staging tables. Select Manufacturer Orders Only in Export In-Process Timesheets if you only want to export charges for manufacturing orders that have not yet been signed or approved. Select All Charges if you want to be able to export unsigned or unapproved charges of all types. This option can speed up the billing process and provide more accurate data for reporting in Costpoint or other target applications. Timesheets or manufacturing order hour cells that have been included in an in-process export are marked as "Sent." If you need to mark them as "Open" again, use the Change Timesheet Status utility.
Allow Export of Multiple Timesheet Periods	Check Allow Export of Multiple Timesheet Periods if you want to allow the export of timesheets for more than one timesheet period in the same batch. For larger companies, this may reduce processing time.

Payroll

Field	Description
ASCII Layout	If you are exporting your payroll information to ADP, specify the layout of the ACSII file in ASCII Layout in the Payroll group box. These are the options: ADP — The exported payroll file is transformed using the standard ADP format. ADP Rate — The ADPRATE format is used when the exported payroll file is transformed. This format contains all the columns of the standard layout and a temporary rate that overrides ADP's rate for the employee. None — The file is not transformed.
ADP Batch	If you export a payroll file to ADP, select the option that your company uses. This selection controls how batch IDs are built for ADP exports. These are the options: Batch ID Code 1 Code 2 Code 3

Labor Distribution

Field	Description
ASCII Layout	Select the ASCII layout that should be used for your export file: Costpoint 5.1/5.2 Costpoint 6x Costpoint 7x or greater Generic - Detail Generic - Summary None During setup, select the value that matches the accounting system used by your company. If you later upgrade from one version to another or change from one product to another, change this selection accordingly. If you select None, the exported timesheet labor records will not be transformed, but instead will stay in the staging tables. If you select a value other than None, the transformer creates an ASCII file that contains the records for the exported batch. Note: If you select any value other than Costpoint 5.1/5.2 or 6x from the ASCII Layout drop-down, the Export In-Process Timesheets drop-down is disabled.
Costpoint Salary Proration	This field is only available when the ASCII Layout option is Costpoint 7.x or greater. Select this check box to enable the Salary Proration feature, which enables you to export timesheet data to Costpoint work schedules. You must also select the Time > Timesheet Interfaces > Export Timesheets. When Costpoint Salary Proration is selected, the Summarize check box is disabled if the ASCII Layout is set to either Costpoint 6.x or Costpoint 7.x and if the Export In-Process Timesheets option is not selected.
Export Labor Amounts	If Time & Expense is configured to track Rate 1 information, check Export Labor Amounts to include the rates in the ETS file.
Summarize	If ASCII Layout contains one of the Costpoint versions, check Summarize if you want to summarize the export data by timesheet line. If Disabled is not selected from the Export In-Process Timesheets drop-down and either Costpoint 6.x or Costpoint 7x is selected from the Export ASCII Layout drop-down, the Summarize check box is automatically unchecked. The Summarize check box is disabled under the following conditions: ASCII Layout is set to either Costpoint 6.x or Costpoint 7.x, Export In-Process Timesheets is not selected, and Costpoint Salary Proration is selected.
Costpoint Timesheet By Day	Select this check box to indicate that you import timesheets into Costpoint on a daily basis. For timesheets imported daily, the timesheet date and correcting reference dates reflect the individual timesheet cell date rather than the period end date.
Recast UDT10CS	If you are going to export time to another application for labor distribution reporting, or to a payroll application, select the Recast UDT10CS check box if you want the option to "recast" hours entered for one UDT10 code to another UDT10 code. "Recasting" results in the creation of another export record that is essentially identical to the original export record except that it is associated with a different UDT10 code and labor amounts are recalculated based on the rate and other information associated with that UDT10 code. The UDT10 code to which a record is recast is specified when you set up the original UDT10 code in Time & Expense. If the second UDT10 code also has a recast code specified, the export process creates a third record for that code. This process continues until a recast record is created for a UDT10 code that has no recast code. Using recasting, you can simplify data entry for your employees while still being able to reclassify or subdivide that time for project labor reporting (to break the hours down into regular and overtime, for example). This option is primarily for those exporting to applications other than Costpoint. Costpoint has an equivalent, built-in feature.