Payroll2Finance is a tool that converts spreadsheet data from a payroll provider into a format that your Finance System can read.  This guide covers installing Payroll2Finance on a School Computer.

Installing Payroll2Finance(.net version)

This is a new version of Payroll2Finance and has been completely re-written using the Microsoft .net framework.

Requirements

• Microsoft .net 4.5.2 is required for this application to work.

Installation Steps – Download

1. Download the Setup files from http://upgrades.scomis.org/upgrades/payroll2finance/
2. Right Click on the Zip file and choose properties. Click the “Unblock” button. Click OK to close the properties window.
3. Right Click on the Zip file and Extract All
4. Browse to the folder where you extracted the files and Double Click on the Setup.exe

Installation Steps – Install

1. Accept the Licence Agreement if displayed
   If .net is required
   – A User Account Control dialog will be displayed. Click Yes to allow .net to be installed.
2. When the Payroll2FinanceInstaller is displayed, click Next at the Welcome dialog box to continue.
3. At the “Select Installation Folder”, Change the file Path to an existing local folder or Browse to another location (such as F:\Public\Payroll2Finance), then click Next
4. At “Confirm Installation”, click Next
   • If UAC is enabled, you will be prompted to allow the installation, click Yes to continue.
5. Finally once all of the files have been copied across, click on the Finish button to close the installer.

Using Payroll2Finance for the first time

1. A desktop icon and a Start Menu Icon will have been created to run Payroll2Finance.
2. Upon first run, the application will prompt for a Licence code.
3. Enter the Licence code information for the school and then click Validate.
4. Click Save and Close to commit the licence information to the configuration file.
5. Use the Settings > Application Settings menu to make any adjustments to file configurations, Pay Leger codes, Supply Ledger Codes etc.

The .net version of Payroll2Finance features a Period Mapping Tool, this will allow schools who receive payroll files with incorrect periods to re-map them within the conversion process. For example if a pay roll provider always starts their period on in April, this may not match an academy financial year which starts in September. In this example period 6 would need to be mapped to period 1.