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AccountRight Plus and Premier 2020.2 onwards, Australia only

Set MYOB Team up for your company file

If you've joined the Early Adopters Program for the MYOB Team app, here's all you need to know to get set up.

You can only set up MYOB Team for online company files and you must have the role of Administrator of the company file.

Before you sign into MYOB Team, you need to open AccountRight and:

1. Select the timesheet preference

1. Select the timesheet preference

  1. Go to the Setup menu and choose Preferences. The Preferences window appears.
  2. In the System tab, select the I Use Timesheets for [...] and My Week Starts on [...] preference.
  3. If you:
    1. only want to record payroll information, select Payroll from the I Use Timesheets for [...] list.
    2. also want to record activity slips as well as payroll information, select Time Billing and Payroll from the I Use Timesheets for [...] list.
  4. Choose the first day of your timesheet period from the My Week Starts on [...] list. Note that if you just use timesheets for payroll and your pay period starts on a different day each period, for example, you pay monthly, you can select any day.

  5. Click OK.
2. Check that you have a valid email address

2. Check that you have a valid email address

  1. Go to the Setup menu and choose Company Information. The Company Information window appears.
  2. Ensure that a valid email address has been entered in the Email Address field. This will typically be the email address you sign into AccountRight with.
  3. Click OK.
3. Check that your employees have valid email addresses

3. Check that your employees have valid email addresses

  1. Go to the Card File command centre and click Cards List. The Cards List window appears.

  2. Click the Employee tab.

  3. Click the zoom arrow next to the card of an employee that will use MYOB Team. The Card Information window appears.
  4. In the Profile tab, ensure that a valid email address has been entered in the Email field.
  5. Click OK.
  6. Repeat from step 3 for all employees that will be using MYOB Team.

 

Sign in to MYOB Team

You now need to sign in to MYOB Team and:

  1. invite your employees
  2. enter the locations where your employees work
  3. choose who can approve timesheets

You must be an Administrator of the company file to complete the following steps.

To sign in to MYOB Team

To sign in to MYOB Team

  1. Go to the Payroll command centre and click MYOB Team.
  2. If prompted, sign in to your MYOB account. The My businesses page appears, showing all of your company files.
  3. Click the company file that you want to set up MYOB Team for.
  4. If a message appears requesting MYOB Team to access your company file, click Allow access. You can now start to add your employees to MYOB Team.
Add your employees

Add your employees

  1. Click the People tab.
  2. Click Add employee. A list of the employees in the company file appears.
  3. Select the employees you want to invite to use MYOB Team.
  4. Click Add and send email invite. The employees will be sent an email with a link for the MYOB Team mobile app.
Add locations

Add locations

  1. Click the Locations tab.
  2. Click Add location. The Add location page appears.
  3. Enter the location name and address.
  4. Select a Time capture type. There are 4 options for time capture mode available. MYOB Team only supports one mode per business however, so you'll need to choose one for all of your employees:
    • Real time clock on, clock off using an iPad Tablet – for business with a fixed location(s) and an emphasis on capturing and proving attendance with high accuracy

    • Real time clock on, clock off using employee’s mobile phone to capture and prove attendance with high accuracy

    • Timesheets (Payroll only) – employees use their mobile phone to record their time retrospectively (ie at end of day or week) and business has lower emphasis on proving attendance

    • Timesheets (Payroll & Time Billing) – as above, but for businesses who also wish to capture employees time for time billing purposes also

  1. Select your timezone.

  2. Click Add location.
Add an approving manager

Add an approving manager

  1. On the Locations page, click a location.
  2. From the Add approving manager list, choose an employee.
  3. Click Add. The employee is listed as an Approving Manager.
  4. If you want to:
    • add another Approving Manager for the current location, repeat from step 2
    • add Approving Managers to other locations, repeat from step 1.

 

What's next?

Buggered if I know.

 


 

 

 
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