Forum Discussion

LindyMH's avatar
LindyMH
Experienced Cover User
2 years ago

Approving Manager not working

Can somone please explain what I am doing wrong.

 

I have tried to set up MYOB team and I have followed the steps exactly as they are set out but the moment I mark the "approving manager" as per the instructions I can't see it as an employee.

The moment I mark it "inactive" you can't see it to add employees and then when I mark it active and try and add an employee it doesn't work.   As I am the business owner, do I still  have to download the app to approve because when I have tried this it's asking me for my DOB and TFN details which are required.  There must be something I am not getting here.

 

Getting bl**dy frustrated.

 

You may need to set up the approving manager as an employee

If you'd like to add an approving manager who is not currently an employee, like the business owner, a bookkeeper, or payroll officer, you'll need to set them up as an employee in MYOB Business (go to the Payroll menu > Create employee).

Just create a new employee record for them and enter their name and email address on the Contact details tab, and set their Employment basis to Other on the Payroll details Employment details tab.

You should also set their Pay basis to Hourly (Payment details > Salary and wages tab). If you don't want to include this person in pay runs, select Inactive employee in the Contact details tab.

If you don't have, or don't want to use, an existing employee, you can set up a dummy approving manager employee in MYOB Business. For example, just call them Approving Manager.

 

Setting up an Approving manager in MYOB Business

1 Reply

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi, LindyMH

     

    Thanks for your post.

     

    If you wish to add an approving manager, he or she must be added as well in the employees window under the MYOB Team Admin portal. Refer to the screenshot below.

     

     

     

    If you are the business owner, you will have the option to download or not to download the application since you can access it through the MYOB Team Admin portal. For more information about this, please check out the Help Article: Getting started with MYOB Team.

     

    Let us know if you require further assistance.

     

    Best regards,

    Doreen