AccuSHIFT Time Clock Initial Setup Guide

For Peachtree 2005 or higher

Part 1 Peachtree Company Setup

In order to use AccuSHIFT Time Clock to collect employee hours and have it update Peachtree, we ask that you setup your Peachtree Company file first. If you are installing Peachtree for the first time, please consult your Peachtree consultant or Peachtree customer support with questions pertaining to accounting issues. This manual and AccuSHIFT Time Clock support staff will only support issues that are required for AccuSHIFT Time Clock to operate and update Peachtree properly.

1. Setup Pay Types

When collecting employee hours each employee must have at least one Pay Level assigned to. The pay levels must be set in Peachtree first. AccuSHIFT allows up to 20 pay levels.

1. From the Maintain menu select Default Information, Employees.

2. Click on the Pay Levels tab.

3. Assign a name and a GL account to up to 20 hourly pay levels.

2. Setup Employees

The Peachtree employee list will automatically transfer to AccuSHIFT Time Clock when the employee list in imported.

1. From the Maintain menu select Employees/Sales Reps.

2. Assign a user ID number in the Employee Id field. If you received employee cards, you will have to enter the card number in that field. To keep the employee ID different from the employee card number, you may create a custom field called ID and enter the card number there.

3. Enter the user first and last name, in the fist and last name fields.

4. Select Pay Info tab and from the Pay Method list select Hourly rate (hours per pay period).

5. Check the Pay Levels this employee can be assigned to and enter the hourly rate.

Additional information can be added to the employee record, but is not mandatory.

3. Setup Activity Item

When posting time tickets, Peachtree requires an activity item to post times against.

1. From the Maintain menu select Inventory Items.

2. From the item class select Activity Item.

3. In the item ID type Payroll.

4. Select a GL income account.

Leave the billing rate at Zero, as AccuSHIFT reports time to Peachtree as non billable hours. Therefore the GL Income account is not affected either.

4. Install and Setup the Peachtree Adapter (skip this step if already using AccuPOS or AccuCount)

The Peachtree Adapter is the program that enables AccuSHIFT to exchange information with Peachtree. It should remain open at all times. Closing it will disable AccuSHIFT from communicating with Peachtree.

The Peachtree adapter must be installed on the same computer that the Peachtree program is installed on. The Peachtree database files do not necessarily need to be on the same computer.

Insert the AccuSHIFT Time Clock CD, once the splash screen comes up select the ‘Install Accounting Adapter’ and follow the prompt.

1. Open Peachtree with the right company file.

2. Go to Start, Programs, AP Adapter, and click on Peachtree Adapter.

3. Once the Adapter will start, Peachtree will open up and will ask, “Do you want to allow Attitude POSitive to run with your Peachtree Software?” 

4. Check the “Remember this setting” box and then click YES. 

5. On your Windows Task Bar at the bottom of the screen, a button will appear that says “Configure Sites” Click the button.

6. Select the Peachtree company file that AccuPOS will be communicating with and click Update.

7. Click OK.

Part 2 AccuSHIFT Time Clock Setup

1. Install AccuSHIFT Time Clock

If you have a CD, place it in the CD drive and select to install AccuSHIFT Time Clock. If you downloaded from the web, double click on the file (accushift.exe) and it will walk you through the installation.

During the installation you will be prompted to select if you would like to install Management, Time Clock, or both. If you will be using AccuSHIFT Time Clock on a single computer choose to install both. If you have a network, choose to install only Management on the Back Office computer, and only Time Clock on the employee log in computers (Point Of Sale for AccuPOS users). In either case you will start setup in management.

2. Set database path

1. Single station setup – If you intend on using AccuSHIFT Time Clock and Management on the same computer, there is no need to set database path. You may skip to the next step.

Multiple stations setup – If you intend on using AccuSHIFT Time Clock on multiple computers (multi user serial number required) follow these steps.

1. Create a folder called Time Clock Data on the Server or the back office computer that would host the data.

2. Share the Time Clock Data folder and set the permission to allow network users full control.

3. Copy TimeClock.mdb from C:\Program Files\Attitude POSitive\ to the Time Clock Data folder.

2. Using Time Clock log in screen hold Ctl+Alt+S.

3. Click on Database Path.

4. Browse to the folder you shared (example \\Server\Time Clock Data\)

5. Highlight TimeClock.mdb and click Select

4. Click Save.

Our support staff does not support creating networks and sharing folders. Please consult with your network administrator for all network issues.

3. Register AccuSHIFT Time Clock

When you first install AccuSHIFT Time Clock, it will default to evaluation mode. You must have a serial number to be able to register and use AccuSHIFT Time Clock.

To register your copy of AccuSHIFT Time Clock, follow these steps:

1. From the Setup Menu in Management select Registration.

2. Enter your serial number, company name and address.

3. Click on the Register on Line button.

4. Once the registration number is retrieved, the registration is completed.

If the computer AccuSHIFT management is installed does not have internet connection click on Register by phone and follow the on screen instruction.

4. Import Employees from Peachtree

The employee list must be created and imported from Peachtree so that hours can be collected and reported back to Peachtree. Before importing employees make sure the Peachtree Adapter is running.

1. From the Task menu, select Get Employees from Accounting

2. The employee import progress will appear and wait for the Adapter to extract the employee list from Peachtree. Once the employee list is extracted, the progress bar will disappear.

5. Define pay period

1. From the Setup menu select, Pay Types/Pay Period.

2. Enter Pay Level names with the same name and order assigned in Peachtree. Names entered here will display for employees choose from when logging in.

3. Click on the Pay Period date picker and select the next pay period end date.

4. Enter the number of days in a pay period. This will help automatically advance the pay period.

5. Click Save and Exit when done.

6. Setup manager password

Using AccuSHIFT Management administrators can view, add and correct employee time logs. It is important to password protect it to ensure that only authorized users can make changes.

1. From the Setup menu select Set Password.

2. Enter a password.

3. Click Tab and re enter the same password.

4. Click Update to save.

Test The Integration

You are done setting the integration between AccuSHIFT and Peachtree. Before you put AccuSHIFT to work, it is strongly recommended that you test to make sure you have not missed a step.

You may now start using AccuSHIFT Time Clock to collect employee hours more efficiently and update your Peachtree seamlessly.