How to upload timesheets on MYOB AccountRight Software
Important Note: It is imperative to ensure exact employee naming consistency across Timecloud and AccountRight platforms, including case sensitivity. Also, delete duplicate timesheets of the desired time period before starting the process.
- Download Flag Report from Timecloud Portal:
Access the reports section on the Timecloud Portal, select the desired date range and download the flag report from a list of standard reports. Proceed to remove any flags from the attendance sheet corresponding to the respective employees.
- Download AccountRight Report in .txt Format from Timecloud Portal:
Navigate to the reports section on the Timecloud Portal and download the AccountRight report in .txt format for the desired date range.
- Login to AccountRight Software:
Log in to your AccountRight software and navigate to the file menu. Click on the Import/Export assistant.
- Select Import Data:
Choose the option to import data and proceed to the next step.
- Choose Timesheets for Import:
From the dropdown menu next to import, select timesheets. Then, browse to select the timesheet downloaded from the Timecloud portal and proceed to the next step.
- Specify Data Format:
Under the format settings, ensure that data is separated by tabs and that the first line of the data contains headers or labels. Match cards using Emp. Co./Last Name and proceed to the next step.
- Match Fields:
Click on Auto-match on the match fields screen, and then proceed to the next step.
- Initiate Import:
Click on Import from the import screen to commence the import process. If the file is error-free and without any skipped records, you can close the screen.
- View Uploaded Timesheets:
To review the uploaded timesheets, navigate to "Enter Timesheet" and select the desired employee from the dropdown menu.