TriNet Expense Administrators can create a custom CSV file to export into ADP. Please click here if you have not setup Custom CSV in TriNet Expense.
The following fields are necessary in order to upload the custom CSV file into ADP:
Company Code (Located in "Edit Company" in ADP)
Batch ID (Located in "Edit Company" in ADP)
File # - Employee ID number in ADP
Earning 3 Code (Located in "Edit Profile Center Group" page)
Earning 3 Amount (Located in "Edit Profit Center Group" page
Please review the following fields to see how they correspond in the TriNet Expense Custom CSV.
|Company Code||Company ID (Found in Manage Users Settings)|
|Batch ID||Custom CSV Column (Batch ID - Hardcoded Field)|
|File #||Employee ID (Found in Manage Users Settings)|
|Earning 3 Code||Payroll Code (Found in Company Categories)|
|Earning 3 Amount||Reimbursable Amount (Found in Expense Report)|
How to Create ADP CSV File for Export:
1. Go to Settings > Personal Settings > Reports > Custom CSV > Setup
2. Click +New Custom CSV
3. Select "Expense Report" as the CSV type
4. Enter in the following fields: Name, Company Code, Batch ID, File #, Earning 3 Code, Earning 3 Amount
5. Click "Save" when finished.
You're done! Now when you view the Reports>Company page, select the expense reports you want to export. Click Export Report to download the custom CSV data.
Select the CSV you’ve named in Personal Settings > Reports to export the data.
If you have any questions, please contact TriNet Expense at firstname.lastname@example.org.