Payroll Settings Overview
You can integrate your payroll software with FTx Cloud POS in a few easy steps. As of now, it supports "ExcelForce" (formally known as PC Software). "Payroll Settings" enables you to create a configuration so that the time clock/payroll file can be dropped via FTP.
This article includes information about:
- How to create a config to integrate "ExcelForce" with FTx Cloud POS.
1. Reaching "Payroll Settings"
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Maintenance
- Step 4: Choose Settings & Panels
- Step 5: Choose Payroll
Figure 1.1 below will help you understand the navigation better:
Figure 1.1
Note: You can also reach "Payroll Settings" by following the path: Control Panel >> Settings >> Payroll.
2. Integrating "ExcelForce" with FTx Cloud POS
Please follow the steps below to integrate "ExcelForce" with FTx Cloud POS.
- Navigate to the Payroll Settings screen.
- Click the Payroll System drop-down.
Figure 2.1
- The fields shown in Figure 2.2 appear. Fill in the appropriate information.
Figure 2.2
- Payroll System: This field shows the payroll system's name. In this case, "ExcelForce."
- Method: Choose the method from FTP, SFTP, and FTP Active.
- Port: Enter the port details.
- FTP Site: Enter the FTP site details in this field.
- Username: Enter the username in this field.
- Password: Enter the password.
- Subfolder: Enter the folder name.
- Test Payroll Connection: Use this button to test the connection.
- Once you enter the appropriate information, save it using the "Save & Close" or "Save" buttons.
Figure 2.4
Cancel: Use this button to cancel the integration process or changes made at any point.
Save & Close: If you click the "Save & Close" button, the system will save the integration and navigate you to the Account Settings screen.
Save: Use this button to save the changes you have made at any point.