Forum Discussion

DJC_Cate's avatar
DJC_Cate
Cover User
2 years 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?

8 Replies

  • Dee401's avatar
    Dee401
    2 months ago

    Hi Sai,

     

    Thanks for your assistance - I'll check out the Apps in the link you provided.

  • Dee401's avatar
    Dee401
    2 months ago

    Good morning Sai,

     

    Thanks for your speedy reply!

     

    Other than manually entering Activities for all my employees via MYOB manually, is there any other options available whether it be via MYOB Team app's or the like for me to capture Activities for my entire team?

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 months ago

    Hi Dee401,

     

     Yes, that's right. The MYOB Team app records total hours worked but doesn't break them down into specific tasks or activities within the shift. When it comes to approved hours, the information in MYOB Team won't be automatically included in the pay run. If you need to allocate hours to different jobs, you'll need to do that manually before processing payroll.

     

    Regards,

    Sai

  • Hi Doreen,

     

    So I think I have the same question .... do you mean that the MYOB Team app can only capture a full shift hours; say 8hrs in total but can not capture the activities completed within those 8 hours? (ie 2 hrs to client A install a door, 4hrs to client B fixing gyprock and 2hrs to workshop activities??)

     

    Kind regards,

     

    Deanna

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    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

  • DJC_Cate's avatar
    DJC_Cate
    Cover User
    2 years ago

    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
    2 years ago

    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