Forum Discussion

DJC_Cate's avatar
DJC_Cate
Cover User
9 months ago

MYOB Teams not transferring activities, jobs & customers entered in the timesheet

When an employee enters a timesheet in the app with an activity, job & customer selected and it is approved when it appears in MYOB time billing the activity, job & customer do not come across.  All other data does.  How do we fix this?

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi, DJC_Cate

     

    Thanks for your post.

     

    When entering activities in a timesheet, it can only have the hours worked. In your case, please send us a screenshot of the time when an employee was able to enter a job and customer. This will help us assist you efficiently. Make sure to remove any sensitive information before posting in the Forum.

     

    Best regards,

    Doreen

    • DJC_Cate's avatar
      DJC_Cate
      Cover User

      Hi Doreen,

       

      Here is an example.  So I submit time as an employee in the MYOB Team App selecting an activity, job & customer.  I then approve it in the MYOB Team Portal (where it does not show that information which I would actually be required to review prior to approving as a mananger) and when I go into AccountRight the timesheet does not have that information available either.

       

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator

        Hi, DJC_Cate

         

        Thank you for providing the requested screenshots.

         

        As per checking, the screenshot you sent and had the option to add a job and a customer is only for activity. Timesheets don't recognise job and customer as it can only have the number of hours worked. You will find more information through our Help Articles: Using the MYOB Team mobile app and Using the MYOB Team admin portal.

         

        Let us know if you require further assistance.

         

        Best regards,

        Doreen