TABLE OF CONTENTS
If you have a Ximble account, as well as a Paychex Preview account, you can easily prepare your Ximble account for a Paychex Preview supported export in a few easy steps.
First, hover over the Settings tab of the main navigation menu, and click the Payroll button. Next, click the Export Preferences button. Once on the Export Preferences page, select Paychex Preview from the Export To... drop down list.
There are a few options here for you to configure:
- Company Code.
- Regular Code.
- Regular Hour Code.
- Overtime Hour Code.
- Do not export total cost amount.
- Round clock times in the Payroll Report to the nearest hour.
Once everything is configured correctly, click the the Save button.
IMPORTANT NOTE: Staff members within Ximble must have a Staff Number defined in order for their payroll data to be successfully exported to the file. The Staff Number field is located within each staff members Profile Details page.
Once Paychex Preview has been saved as the active export preference, you can export Ximble's Payroll Report data as a Paychex Preview supported file type then import it into your Paychex Preview account. To export Ximble's Payroll Report data as a Paychex Preview supported file type, head over to the Payroll Report page, configure the report as needed, click the Generate buttons, then click the Export to Paychex Preview button.
Save the file to your drive then login to your Paychex Preview account to import the saved file. Once imported, the exported Ximble payroll data will now be imported into your Paychex Preview account. Once verified, you can process payroll through Paychex Preview.
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