Exporting Payable Charges

Overview

Payroll Specialists can export Payable Charges out of Bullhorn to load them into Payroll and/or Accounts Payable systems.

There are two options for exporting Payroll:

  • Export to Payroll: This option is used for W2 employees.
  • Export to Accounts Payable: This option is used for independent contractors, or 1099 employees.

Before You Begin

In order to export Payable Charges from Bullhorn you need to have the appropriate usertype entitlement. Reach out to Bullhorn One Support to have this access added.

Steps

  1. Navigate to Menu > Pay & Bill > Billable Charges.
  2. Filter the Payable Charges list with the criteria needed for the export.
    • Common filter criteria includes Employee Type and Legal Business Entity.
  3. Check the box to select the Payable Charges to be exported.
  4. From the Selected dropdown choose the export type.
  5. Enter the Accounting Date.
  6. Click Save and Continue.
  • The export action is a mass action where one or more records can be selected from the Payable Charges list. The maximum number of Payable Charges to be exported is 500.
  • Select the appropriate records based on employee type to be exported for each export action. The Employee Type field is available in the Payable Charges list.
  • Only Payable Charges that are labeled "Ready to Pay" can be exported.
  • Payable Charges that were previously exported can be exported again if there are adjustment transactions against the Payable Charge which moved the status back to "Ready to Pay."