EasyRapport Transfer

The EasyRapport transfer can be started from here.

How and where does the transfer take place?

The EasyRapport transfer is started in the Payroll Journal under Get EasyRapport Entry. Place a check mark under Execute transfer. If the EasyRapport data is to be transferred directly to the Management Rapport Journal (default), also place a check mark under Transfer items to journal. If you want to check the data beforehand (not mandatory), remove this check mark. The transferred data will then first flow into an import journal, where it can be edited.

Here you also have the option of limiting the recording period (per EasyRapport group, of course).

First, the data is prepared and sent to EasyRapport (export - toweb file); (personnel data, working time calendar data, valid cost centers/devices and projects, BAS, etc.), then the data recorded in EasyRapport is imported (tonavi file).

If you only want to import the approved items, check the box Only approved items (not recommended).

If you only want to import data up to a specific date into the reporting journal (e.g., for the June 20 payroll run -> data as of June 30), then set the corresponding date. It does not matter if you already have data for future months in the journal. SwissSalary automatically recognizes the data to be processed based on the accounting period.

The entire process is fully automatic. The updated data in EasyRapport is only visible after the SQL and web server has updated the data. The EasyRapport data in SwissSalary is immediately visible in the respective reporting journal and/or in the EasyRapport import journal.