Before exporting, you just need to ensure you have the following setup in MYOB:
Timesheets turned on:
- Under Setup, click on Preferences and then under the System tab, ensure you have ticked I Use Timesheets for Payroll and My Week Starts on a….:
Note - you may need to change “Turn on Category Tracking” to Not Required if you don’t use this:
Removed Standard Pay (not for Salaried):
Some businesses use Standard Pay hours to make processing pay quicker. As we’re sending timesheet hours from Tanda, if you have Standard Pay hours as well, you’ll be doubling up. You’ll want to remove this for all Full Time, Part Time and Casual Staff:
- To remove Standard Pay in MYOB:
Go to Card File, Cards List and Employee. Select a staff member and then go to their Payroll Details tab. Click on Standard Pay and in the table, where you see Base Hourly and in the next column for Hours, you might see 40 or 76 hours. Double click the number and Delete and then click Ok.
Repeat this for all your Full Time, Part Time and Casual Staff.
You should have done this when you imported your staff from MYOB, but if you didn’t, you’ll need to ensure that all your staff in Tanda have a Card ID that matches in MYOB.
In Tanda, this is done in Workforce > Staff > click on staff member’s name to go to their profile and click on the Payroll tab. The MYOB Card ID should be in the Employee ID field.
In MYOB, the Card ID is located in the employee’s card file:
Once you have a Card ID for all staff, and you’ve approved all your timesheets and configured Tanda for your payroll, you can now export the timesheets to MYOB.
Once you have approved all your timesheets and configured Tanda for your payroll, you can now export the timesheets to Xero.
In Timesheets > Weekly > click the Export to Payroll link:
You will be taken to the Timesheet Export Preview page. If there are any errors in your timesheets, this will be flagged so you can fix it in order to export the timesheet.
When you are ready to export click Export to Payroll Software:
When you click the button, a file will be downloaded to your computer. The file has the extension
.txt. Save this somewhere on your computer where you can easily find it again.
Importing into MYOB
Click on the File menu and then choose Import Data (or Import/Export Assistant) and select Timesheets:
Choose the following configuration settings for the file you’ll import:
Import File Format: Tab-delimited
First record is: Header Record
Identify employee by: Emp. Card ID.
When you click Continue, you’ll be prompted to choose a file. Choose the file you downloaded from Tanda.
When prompted as to which fields to import, select Match All. A list of fields will appear in the far right column, under Matching Import File. The first field should be Emp. Co./Last Name. Click on this field (in the far right column) and it should disappear:
Deselecting the Emp. Co./Last Name field forces MYOB to match staff by the Emp. Card ID field, which is the field Tanda uses to match data to MYOB. If you don’t do this, MYOB will have trouble importing multi-word surnames (like “van Halen”), other double-barrelled names, or data for staff with middle names.
Click Import to commence the import process. When the process is complete you’ll see a message with the results of your import.
If you see a number in the records imported without errors or with warnings, then you have been successful (warnings are just when a cost center might not have linked, so if you’re not using cost centers just ignore this).
If you see records skipped, there have been errors with the import. Copy or click the link below the message to locate your MYOB Log. This will give you a summary of what the errors are:
Have a look at our article on MYOB Desktop Timesheet Errors Troubleshooting for assistance on correcting these errors and re-importing the timesheet.
When you’re ready to process, in MYOB go to Payroll and Process Payroll:
Ensure your Pay period start and end dates match with Tanda and click Next.
From here you can cross check against Tanda to ensure you’re happy how everything has exported and process your pay run as normal.