Overview
👥 Access Permissions: Only Administrators and Power Users have permission to Export Timesheets to accounting packages. Review user roles before managing Timesheets.
📍Where to find it in the app:
Productivity>TimesheetsAccount
Settings>Team
Things to set up prior to commencing...
Timezone
The Company’s Timezone is used during export to the accounting package. Ensure each user’s profile timezone matches the company timezone to prevent date discrepancies.
Company's Timezone -
Settings>Company> Timezone
User's Profile Timezone - Profile avatar >
Profile> Timezone
MYOB Settings
Employee/Team member should have Pay details selected in MYOB before exporting. Setup these details in MYOB > Payroll > Employees > select an employee > Payroll details > Salary and wages.
📝 Notes:
Employees/Team members added in Factory but not yet in MYOB need to be added manually in MYOB by going to
Payroll>Employees>Create employee> fill out Employee/Team member details > then clickSave and continue
Pay basisshould always be set to Hourly, not SalaryEmployee/Team member should have a
Wage expense categoryassigned before exporting Timesheets in Factory.
Exporting a Timesheet
Once Timezone and MYOB settings are setup proceed with exporting Timesheets by following these steps:
Set
Accounting package employeeandAccounting wage categoryfor each Team member by going toSettings>Team> select the kebab/other options menu next to a Team member >Edit> click on Accounting package employee/Accounting wage category field then locate the Team member's name and the Accounting wage category setup in MYOB
📝 Note: if no Accounting package employee is set, an error will appear during the export process.
Approve the Timesheet entries in Factory that need to be exported to MYOB.
📝 Note: Awaiting Approval and Unapprove Timesheets will not be exported to the accounting package.
Export Timesheets either in bulk or individually:
Bulk export
In the Timesheet Manager page, tick the box next to the Team members, then select Options > Export.
Individual export
In the Timesheet Manager page, click on the Team member's name, tick the boxes for the time entries to export, then select Options > Export.
Confirmation that Timesheets has been exported successfully will appear
View exported Timesheets in MYOB
In MYOB, select
Payroll>Timesheets
Select an Employee/Team member by either clicking on the Employee field or using the drop-down icon
Make sure to set the correct date to successfully view the exported Timesheets
🚫 Warning:
Timesheets that have already been included and processed in a Pay run cannot be resubmitted
Timesheet edits applied directly in MYOB will not reflect on Timesheets in Factory
If discrepancies occur, delete Timesheets in MYOB and then re-export them from Factory.