Get EasyRapport Entry

EasyRapport transfer is started in the Report journal under Get EasyRapport Entry. Put a check mark under Execute Synchronization. If you want EasyRapport data to flow directly into the report journal (default), also check the Transfer Entries to Journal. If you want to check the data beforehand (not absolutely necessary), uncheck this box. The transferred data then first flows into an import journal and can be revised there. The import journal is located in the report journal under EasyRapport import.

You can also limit the recording period here (per EasyRapport group, of course).

Click OK and the transfer will start. First, the data is prepared and sent to EasyRapport; (personnel data, working calendar data, valid cost centers/devices and projects, BAS etc.), then the data recorded in EasyRapport is imported.

If you only want to import the targeted items, activate only targeted items in the Approved Entries only field (not recommended).

If you only want to import the data up to a Key Date into the Report journal (e.g., for pay process June -> Data as of June 30), then set the corresponding date. It doesn't matter even if you already have data for future months in the journal. SwissSalary automatically recognizes the data to be processed based on the billing period.

The whole procedure is fully automatic. You can see the updated data in EasyRapport only after the SQL and the web server has updated the data (approx. every 5 minutes). The EasyRapport data in SwissSalary is immediately visible in the respective reporting journal and/or in the EasyRapport Import journal.