Forum Discussion
5 Replies
- ChrisMYOBFormer Staff
Hello SoChlo
To be able to import timesheets you will need to do the following
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Open the MYOB company file you want to import the timesheets into.
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Start the import assistant via the File menu, and choose to import Timesheets.
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Browse to select the Excel file to be imported.
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Leave the file format options at their default settings:
File format is Tab-delimited,
First line/record is Header Record
Match/identify cards by Emp. Co./Last Name -
Match the fields from the import file with the corresponding fields in your company file:
Match these fields in the import file… With these fields in your company file… Last Name Employee Co./Last Name First Name Employee First Name Payroll Category Payroll Category Date Date Units Units
To match a field, click the field in the Import fields list, then click the corresponding field in your company file. - Complete the import process.
I have also linked a Help Article on timesheets in AccountRight as you are able to track this in AccountRight without needing to import them.
Please let me know how you go.
- SoChloContributing Cover User
Hi Chris,
thank you for the response, I cant get passed the match field tab as it keeps coming up with the activity field is required for this import, I do have activity ID on my spreadsheet.
- SoChloContributing Cover User
ok I have managed to get file imported where does it go once its been imported?
- ChrisMYOBFormer Staff
Hello SoChlo
Sorry for the delay in my response.
Did you find where these have been imported to?
To confirm the entries were imported correctly, you can run the Unprocessed Timesheet report for the employee, this should show if the import was a success.
Have you heard of our MYOB Teams app? It will allow your employees to use their phones to enter their timesheets, which will be sent directly into your AccountRight to process payroll with.
I have linked a Help Article on getting started with MYOB teams where you will be able to read some more information about this.
Hello Chris,
We are trying to import a payroll file from Human Force to MYOB Accountright and the file has 'invalid date' errors. Can you let me know how to fix this? I do have a csv file with the error to send through if that helps.
thanks
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