How to setup Integration (Export & Import Data)
How to set up General Ledger Codes
If you need to setup codes for additional items please click the ‘Setup GL Codes for Items’ button to pop-up a further white screen. Here you will find a long list of additional options. Simply select the one you require, add your numbered code and click 'Save'.
How to export your payroll data
You may select either one Pay Period or multiple Pay Periods - and also choose how you wish the data to be shown (by Summary, or by Breakdown of Employees or Pay Periods).
When selected click the 'Email & Export' button to preview the data. You may then export (download to your computer) in a choice of formats (PDF, excel, tiff or word) or email it directly.
Integration with Xero
Just enter your Xero Login details and then Xero will ask you to Authorise Application (Crystal Payroll). Once this is done the data you have selected will be transferred automatically.
Integration with Reckon One
Please Select “Reckon One” from the Accounting System drop-down list and Save.
Once you have clicked on the “Save” button, a pop-up box will appear for you to complete the authorization with Reckon.
Please select “Continue”.
This will redirect you to Reckon’s Log in page.
Please enter your credentials and select Sign In to complete the authorization with Reckon.Once the authentication is successful, it will redirect you back to the Data Import / Export page of Crystal Payroll.
After you have selected a book, the system will automatically retrieve your Chart of Accounts from Reckon, which will allow you to assign a General Ledger type for each item in Crystal Payroll.
Please select the appropriate General Ledger types and click on the Save button after that is completed to finish the setup.
To send a journal through to Reckon, please head to Report Centre => Accounting Analysis => General Ledger Analysis.
Next, please select the Pay Period and Pay Frequency (If Any) then click on the “Send to Reckon” button.