Payroll FAQ: How do I download my chart of accounts configuration data

Question

How do I extract my chart of accounts configuration data?

Availability

Payroll Plan:   Standard   Premium

Answer

The Data Extract feature enables you to download your chart of account configuration data stored within your payroll platform as either a XLSX or CSV file.

Extract chart of accounts configuration
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Data Extracts button.
  5. Select the Chart of Accounts Configuration option from the Data Type drop-down.
  6. Select from the following file formats:
    • XLSX.
    • CSV.
  7. Click the Download button.
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