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| 1 | +--- |
| 2 | +title: How to Use the ADP Integration |
| 3 | +description: Expensify’s ADP integration allows you to pay out expense reports outside of Expensify. It creates a Custom Export Format that can be directly uploaded to ADP. |
| 4 | +--- |
| 5 | + |
| 6 | +Expensify’s ADP integration enables you to process expense report payouts outside of Expensify. It generates a **Custom Export Format** that can be uploaded to ADP. |
| 7 | + |
| 8 | +- You must be on the **Control Plan** to create a Custom Export Format. |
| 9 | +- You can import your ADP employee list into Expensify as a **CSV file** via the **People table**. This helps sync employee expense reports with ADP and is available on all plans. |
| 10 | + |
| 11 | +--- |
| 12 | + |
| 13 | +# Setting Up the ADP Integration |
| 14 | + |
| 15 | +## Step 1: Prepare the ADP Import File |
| 16 | +Your ADP import file should contain the following **five columns**: |
| 17 | + |
| 18 | +1. **Company Code** - Found in **Edit Company** in ADP. |
| 19 | +2. **Batch ID** - Found in **Edit Company** in ADP. |
| 20 | +3. **File #** - The employee number in ADP (located under **RUN Powered by ADP > Reports > Tax Reports > Wage > Tax Register**). |
| 21 | +4. **Earnings 3 Code** - Found in **Edit Profit Center Group** in ADP. |
| 22 | +5. **Earnings 3 Amount** - Found in **Edit Profit Center Group** in ADP. |
| 23 | + |
| 24 | +In **Expensify**: |
| 25 | +- The **File #** is entered in **Custom Field 1 or 2** in the **Members table**. |
| 26 | +- The **Earnings 3 Code** corresponds to a payroll account tracked in Expensify. |
| 27 | +- The **Earnings 3 Amount** is the total expense amount sent to payroll. |
| 28 | +- To enter the **Earnings 3 Code**, go to **Settings > Workspaces > [Group Workspace Name] > Categories > [Category Name] > Edit Rules > Add under Payroll Code**. |
| 29 | + |
| 30 | +--- |
| 31 | + |
| 32 | +## Step 2: Create Your ADP Export Format |
| 33 | +1. Go to **Settings > Workspaces > [Group Workspace Name] > Export Formats**. |
| 34 | +2. Add the following column headings and formulas: |
| 35 | + |
| 36 | +| Column Name | Formula | |
| 37 | +|------------------------|----------------------------------------| |
| 38 | +| Company Code | Hardcoded from Step 1 | |
| 39 | +| Batch ID | Hardcoded from Step 1 | |
| 40 | +| File # | `{report:submit.from:customfield1}` | |
| 41 | +| Earnings 3 Code | `{expense:category:payrollcode}` | |
| 42 | +| Earnings 3 Amount | `{expense:amount}` | |
| 43 | + |
| 44 | +The **Company Code** and **Batch ID** should be hardcoded with the values used in ADP. |
| 45 | + |
| 46 | +--- |
| 47 | + |
| 48 | +## Step 3: Export Your File |
| 49 | +To generate and download the ADP file: |
| 50 | + |
| 51 | +1. Go to the **Reports** page in Expensify. |
| 52 | +2. Select the reports you want to export. |
| 53 | +3. Click **Export to...** and choose your custom ADP format. |
| 54 | +4. The file will download in **CSV or XLS format**. |
| 55 | + |
| 56 | +--- |
| 57 | + |
| 58 | +## Step 4: Upload to ADP |
| 59 | +Once exported, you can **upload the file directly to ADP** without modifications. |
| 60 | + |
| 61 | +--- |
| 62 | + |
| 63 | +# Additional Features |
| 64 | + |
| 65 | +## Bulk Updating Custom Fields and Payroll Codes |
| 66 | +You can update **Custom Fields** and **Payroll Codes** in bulk using a CSV upload in Expensify’s settings. |
| 67 | + |
| 68 | +## Customizing Your ADP Export |
| 69 | +If you need **additional columns, headings, or datasets**, contact your **Expensify Account Manager** via the Chat option in Expensify for assistance. |
| 70 | + |
| 71 | +--- |
| 72 | + |
| 73 | +# FAQ |
| 74 | + |
| 75 | +## Do I need to adjust my ADP employee list before uploading it to Expensify? |
| 76 | +Yes. Convert your ADP employee data to match the column headings used in Expensify’s **Members table CSV export**. |
| 77 | + |
| 78 | +## Can I add custom fields to my ADP Payroll Export? |
| 79 | +Yes! Your Expensify Account Manager can help customize your ADP Payroll export to fit your needs. |
| 80 | + |
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