We are still receiving a significant amount of client support tickets regarding jobs & cost codes not pulling over into hh2 Remote Payroll. I felt it may be a good idea to remind everyone of the process in which items are synced into hh2 and also help many of our new clients better understand how to correct this issue.
99% of the time when a job or cost code does not display in hh2 it can be diagnosed as a setup issue in Timberline or the hh2 Sync Tool cutoff date needs to be rolled back within the sync tool.
1. First check to ensure your job has been properly setup in Timberline Job Cost.
2. If a cost code is not pulling over, go into Categories in Timberline. Type in the Job, the Cost Code, and assign it to a Labor category. Assigning the Cost Code and Category to the Job in this setup menu and performing a save will almost always fix the issue of cost codes not pulling over into hh2. The issue usually lies on the cost code not having a category and tied to the job. Perform a sync after this is done.
3. Try rolling back the date cutoff field in your hh2 Sync tool. Often, rolling back the date and performing a new sync will pull in jobs, employees, and codes to hh2.
Understanding the process and effectively troubleshooting these issues on your side will eliminate the need to send us a support ticket.
Regards,