Setup payroll and invoicing export for Safe Computing accounting package

Temp Agencies and Staff banks have a wide range of payroll and invoicing packages and services available to them. Ava will provide an interface to any of these within the nominal setup of our software. Support has just been added for the Safe Computing package.
In common with other packages, export to Safe Computing requires a number of codes to be exported from Ava. These are:
The employee reference or payroll number
The customer reference or code
The product code for each type of shift payment.
The product code for each type of expense payment or deduction.
All other information is automatically calculated buy Ava and inserted in the agreed export format.
These are the instruction on where to enter the above codes.

The employee number (aka payroll number)

This is set on the details page of the employee's record card. It must correspond exactly to the value that the payroll package expects for the 'WORKER REF' column in the Safe Computing export. It is not the value entered in the Employee Number Place holder

The customer reference or code

This is also set on the details page, but for the Customer's record card. It must correspond exactly to the value that the payroll package expects for the 'CUSTOMER REF' column in the Safe Computing export. The place holder designated for Sage code is used as it would noremally contain the same value.

To change the name of this place holder: (It is not critical that you carry out this stage. It will however make day to day operation more consistent.)

From a record card on the main menu, go to setup.

Now select the section for the customer, this may be called location or site. It is usually the second entry down.

Then click on the link button circled above. The detailed setup will be shown:

Rename this:

Restart Ava and you will now see on the details window of the Customer record card:

The customer ref entry must correspond exactly to the value that the payroll package expects for the 'CUSTOMER REF' column in the Safe Computing export.

The product code for each type of shift payment.

This is set up via the setup of pay and condtions and can be accessed from any employee record card window.

This works in the same way as the AIMS setup: Insert the Export code expected by Safe Computing for each shift type exported.

The product code for each type of expense payment or deduction.

This is accessed via the set up menu:

You will get our standard warning dialog, click yes to continue:

Next select the Employee's section: this amy be called a specific name like 'Nurses' or a gerenic name like 'Employees' it is allways the top selection:

Now select Expenses:

The attributes (name, description, reference etc) are set on the master tab, so select this first. Ensure that any Expense used has the 'Pay ref'  that the export expects for 'ad-hoc code'

Finally ensure that the currently used expenses are selected and in the order prefered for the dop down list use for editing expenses allocated to each shift.

That completes the setup.

Ensure that you reconcile both pay and invoice and lock them prior to exporting.

The Safe computing export / report is number 6275 on the reconciliation tab. Its default name is Safe Computing, but you can easily change this using the setup option.

We suggest that you run the report for a previous week's run, and cross check the setings of the codes and amounts are as expected.