Uploading Payroll Timesheet CSV file

[SoChlo]

Hi,

I am trying to figure out how to load timesheets into Myob using a csv folder if you can give me instructions on how to to that and also what format the csv folder needs to be? thank you for you help

[ChrisMYOB]

Hello @SoChlo 

To be able to import timesheets you will need to do the following 

1. Open the MYOB company file you want to import the timesheets into.
2. Start the import assistant via the File menu, and choose to import Timesheets.
3. Browse to select the Excel file to be imported.
4. 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  
   
   
5. 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.
6. 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.

[SoChlo]

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.

[SoChlo]

ok I have managed to get file imported where does it go once its been imported?

[ChrisMYOB]

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. 

[lulu27]

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