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Timesheet: Accounting Integrations (MYOB)
Timesheet: Accounting Integrations (MYOB)

Send Factory Timesheet entries straight to your accounting package.

Updated over a month ago

​Locating this section in the app: Productivity > Timesheets

πŸ—’οΈ Note: only Administrators can export Timesheets. Please review roles and user type access.


Things to set up prior to commencing...

Timezone

The Company's Timezone is used when submitting entries to the accounting package. Make sure the Timezone set in the user's Profile matches the one set for the company to avoid any date differences.

  • 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.

πŸ—’οΈ 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 click Save and continue

  • Pay basis should always be set to Hourly, not Salary

  • Employee/Team member should have a Wage expense category assigned 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 employee and Accounting wage category for each Team member by going to Settings > 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

πŸ—’οΈ 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.

πŸ—’οΈ 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.

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