---
title: "Export Payroll from Aloha Enterprise"
sidebarTitle: "Aloha payroll export"
description: "Run the Profit Builders Payroll Export from Aloha Enterprise and forward it to your Customer Success Manager as approval to process payroll."
icon: "clock"
---

> **For AI agents:** the complete documentation index is at [llms.txt](/llms.txt). Append `.md` to any page URL for its markdown version.

This guide is written for **client store operators**, not PBI staff. It shows how to run the Profit Builders Payroll Export from Aloha Enterprise and deliver it to your Customer Success Manager (CSM).

<Info>
  **Source:** `Technical/Profit Builders Payroll Export Instructions_Aloha Enterprise.docx`
</Info>

<Note>
  Aloha Enterprise credentials come **from corporate, not from PBI**. If you don't have login credentials, request them through your corporate contact.
</Note>

## Procedure

<Steps>
  <Step title="Log in to Aloha Enterprise">
    Log in using the credentials provided by corporate.

    <Frame caption="The Aloha Enterprise login">
      <img src="/images/accounting/profit-builders-payroll-export-instructions-aloha-enterprise/image1.png" alt="Aloha Enterprise login screen" />
    </Frame>
  </Step>

  <Step title="Open the Reports Viewer">
    Navigate to **Aloha Insight → Reports Viewer** on the left navigation pane.

    <Frame caption="Aloha Insight → Reports Viewer">
      <img src="/images/accounting/profit-builders-payroll-export-instructions-aloha-enterprise/image2.png" alt="Aloha Insight reports viewer navigation" />
    </Frame>
  </Step>

  <Step title="Find the Profit Builders Payroll Export report">
    On the Reports Viewer page, change the **Category** dropdown to **Export**, then find and click the report titled **Profit Builders Payroll Export**. Click **Next**.
  </Step>

  <Step title="Configure the report settings">
    Work through each tab:

    **Store Selection tab** — select **All Stores**.

    **Report Settings tab:**

    | Section | Setting |
    |---|---|
    | **Report Date Range Options** | Select **Use Custom Date Range** and enter the start and end date of the current payroll pay period you are approving |
    | **Report Send Options** | Check **Email Me the Report Now** |
    | **Other Report options** | Confirm it shows **Comma-separated values** |
    | **Report name** | Include the **pay period end date** of the payroll you're working on |

    <Frame caption="The report settings to use">
      <img src="/images/accounting/profit-builders-payroll-export-instructions-aloha-enterprise/image3.png" alt="Aloha Enterprise payroll export report settings" />
    </Frame>

    <Warning>
      Double-check the date range covers the **pay period you are approving**, not the current calendar week. An export for the wrong period means payroll gets processed against the wrong hours.
    </Warning>
  </Step>

  <Step title="Save to generate the file">
    Once all settings look correct, click **Save**. The payroll file is sent to you by email.
  </Step>

  <Step title="Forward the file to your CSM">
    Forward the email **and attachment** to your Profit Builders Customer Success Manager.

    <Note>
      Forwarding this email **is your approval** for PBI to begin processing payroll. Review the hours before you send it.
    </Note>

    **Expected outcome:** your CSM has the CSV export for the correct pay period and can begin processing.
  </Step>
</Steps>

## Related

- [Payroll concepts](/internal/sops/accounting/payroll/payroll-concepts) — what happens to these hours once payroll is processed
- [Set up GL exports in ProWork](/internal/how-to/accounting/prowork-gl-exports) — how the resulting payroll reaches the general ledger