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PaymentEvolution

Integration by PaymentEvolution

PaymentEvolution integrates with FreshBooks to automatically import your payroll transactions for more accurate tracking and synchronized financials.

Available in Canada flag

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About PaymentEvolution

Payroll software, benefits and HR. 

Trusted by thousands of businesses, PaymentEvolution is Canada’s largest and most loved cloud payroll and payments service. Accountants, bookkeepers and financial institutions in Canada rely on us for payroll expertise and payroll services for their clientele. We’re bringing innovation and simplicity back into the Canadian payroll market — from new ways to pay your employees to our open developer program. We’re making it easier for you to process your payroll and give your employees a great experience with their payslips.

How It Works With FreshBooks

-After payroll is run in PaymentEvolution, an expense is created in FreshBooks
-Directly synchronize your payroll with FreshBooks to keep more accurate track of company expenses
-If payroll is cancelled in PaymentEvolution, the corresponding expense is also removed from FreshBooks
-Pay employees for time tracked in FreshBooks  
-Have a more comprehensive view of company finances and transactions all at the click of a button

How to Get Started

Steps to Connect: 

  1. To setup your payroll account, login to your FreshBooks account and navigate to the Apps section. Select PaymentEvolution and allow access.
  2. Your PaymentEvolution account will be created and connected to your FreshBooks profile. Any time you need to access PaymentEvolution, simply log into your FreshBooks account and go to Apps -> PaymentEvolution.
  3. Now map your FreshBooks chart of accounts to the chart of accounts in PaymentEvolution. This will ensure that any payroll expenses are properly categorized in your FreshBooks profile.
  4. Go to Settings (gear icon) -> Payroll Options -> G/L tab and click the Import from Other Service button. Match the PaymentEvolution chart of accounts using the drop down boxes to select the appropriate FreshBooks category for the expense. Once mapped, click Save.

Importing Time Records from FreshBooks
Your staff can use FreshBooks time keeping apps (desktop and mobile) to track their working hours. Once they’ve submitted those time records, you can use them in a pay run.

Start a pay run (click Run Payroll) and when you get to the Timesheets step, click the Import icon.

Time entered in FreshBooks will match against your staff and populate in your pay run where you can approve or modify prior to completion.

Sending Expense Records to FreshBooks
Once you complete a pay run, go to Actions -> End of Period to send the expenses to your FreshBooks profile.

Your pay run expenses will be shown in FreshBooks under Expenses.

Note: Bank Reconciliation
If you are using ePay services, the data sent to FreshBooks will not include any direct deposit service fees that may have been charged. Please review your ePay direct deposit report for this information and add an additional line in your FreshBooks expenses in order to reconcile with your bank feed.

 

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