Thanks Samara for your response.
Just to clarify:
- For Activity Type - are you suggesting the column relating to Activity Type is left blank or an X? I thought for the Activity Slip import to work, Activity Type is a mandatory field and a key to importing the data correctly. FYI - there are a number of different Activity Types set up for employees in my customer's MYOB. This then assigns the appropriate cost. Please advise
- For Customer First Name - this information was deemed sensitive, therefore the info was deleted from the csv file and replaced with (data removed). Apologies for the confusion.
If you could assist, I'd appreciate it.
Thanks
Hi MarnieMYOB
For the Activity Type, there are only 2 options:
The Activity ID would be the field that is mandatory, as the software needs to know what activity to match it to.
As for the Name, thanks for clarifying. I would just double-check they are identical, so making sure the spelling is exactly the same and there isn't an extra character like a space at the end.
Hope that helps.
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Many thanks Samara
I've spoken to the client and we're still a little confused. Hoping you can help.
Currently we import Timesheets for payroll, which includes the Payroll categories of Base Hourly etc.
To then import the hours into a job for job costing (which is in a separate Company file), we were attempting to do this via the Activity Slip import. However haven't been successful so far (see above info). Are we supposed to first upload the timesheet file into the separate Company before uploading the Activity Slip?
Having a look at your last message and the information that we have in the initial Activity Slips import seems to be correct. For the Hourly Activity Types, we are entering this in the Units column.
Also confirming 'Activity ID' is the name eg Project Management, and not a unique numerica ID such as 12345. If it's the latter, the client has no visibility in the front end of this number.
Many thanks
Hi Samara - if you could respond to the query below, I'd appreciate it.
Thanks
Hi MYOB - if someone in the community could help me with my query about how to import Activity Slips I'd appreciate it.
It seems such an easy task but we're tearing out our hair here! Importing timesheets was super easy, unsure why activity slips is so hard and no follow up from MYOB. Maybe no one uses this feature? Would like to know.
Thanks community - any help would be most appreciated.
