I am trying to set up the activity selection for the MYOB Team timesheet completion.
am I missing a step or why can't i see option to add activity and client?
Hi @MarkJohnson,
Thanks for checking back.
No, there isn’t currently a way to upload Timesheets and Activity Slips together in a single import.
That’s because the Timesheets import doesn’t include an Activity ID field. So if you need to include the activity details, they’ll still need to be uploaded separately as Activity Slips.
So the process would be:
If you’d like to check the format first, you can export a sample Activity Slips file and use that as your template.
If you run into any trouble or have any further questions, you can reach out to our support team by creating a ticket in My Account or by connecting with our live chat team through MOCA, our virtual assistant.
Regards,Genreve
Hi @Genreve_S,
Continuing the above conversation on Timesheet entry and Activity entry. We are uploading Timesheets and also Activity Slips based on the MYOB templates.This process involves having to upload 2 separate files to MYOB, Timesheet and Activity Slip. When uploading Timesheets the MYOB matched import field doesn't include the option to have Activity ID, hence having to upload the Activity Slip also.Is there a way or a process to have all the information required for Timesheet and Activity Slip upload included in one single upload process?Thanks & Regards
Mark
Good question. I’m not really able to recommend specific third‑party software, but one option you might like to look into is TimeSite Pro, as it’s designed to track time against jobs/activities and integrate with MYOB.
Beyond that, the best next step is to jump into the MYOB add‑ons / third‑party apps library and search for timesheet or job‑tracking apps that integrate with AccountRight/MYOB Business, then see which one best fits how your team works.
Thank you for the additional information and clearing that up.
Is there a 3rd party app that can perform that task that you know of?
Thanks
Thanks for the extra detail.
Right now, MYOB Team is basically hours‑only; it sends the time through, but jobs/clients/activities don’t reliably come with it.
So:
At the moment, your choices are to:
I know it’s not ideal, but I hope that clears up what’s possible at the moment.
Regards,
Genreve
Hi Earl,
Thank you for your information. I have seen some screenshots and also mention within the MYOB Team documentation about adding client and activities to these timesheets.
So, if the timesheet information is entered via MYOB Team i have to go into account right and then assign that time to a job and activity?
Is there an easier way to have an online timesheet that allows employees to record time to a client, job and activity? We currently utilize an excel sheet which converts the data to be uploaded into MYOB but this is cumbersome and many touch points.
Thanks & Regards
Hi @MarkJohnson,Thanks for your detailed input and for the screenshots, super helpful! You’re actually on the right track here. When you have Time Billing and Payroll selected under Setup > Preferences, you’ll only see Timesheets as the available Time capture type when creating a location in the MYOB Team admin portal. This is expected behaviour.
For businesses using both time billing and payroll, MYOB Team is designed to use a single capture method (Timesheets) for that location. You’re on the right track choosing Timesheets in this scenario.
At present, detailed selection of jobs, customers and activities is still handled in AccountRight via timesheets/activity slips after the hours have come through from MYOB Team – those fields aren’t configurable in the MYOB Team admin portal itself. You can also visit this help page for more information about Using the MYOB Team admin portal.
Regards,Earl
Self-help & Learning
Level up your skills and find answers across all MYOB products
Help Guides
MYOB Academy