Most Accounting & Payroll systems have a function to track payroll costs to different groups to enhance your business reporting capabilities. Tanda is able to send this information with your Timesheets when you export.
This will often have a different name in each Payroll system for the same function:
- Default Cost Account Codes in Micropay
- Jobs in MYOB
- Tracking Categories in Xero
- Cost Centre Names in Meridian
- Department Codes in Wage Easy
If you use a system with a link above you can click on this to follow the system specific article, however they are generally all just configured in Tanda through Teams.
You will just need to ensure you have your tracking codes or numbers setup in your Payroll & Accounting system first. If you need any assistance with this, we advise contacting your Bookkeeper/Accountant or system expert for best practice. Once you have, then you just need to match Tanda to this.
Go to Workforce > Teams:
You may already have your Locations & Teams setup here, if you don't have a look at this article first on how to set these up.
Your Teams in Tanda should match with the groups you want to track in your Payroll system. This is so you can track shift information with the relevant group to produce costs, time and other reporting information from the timesheet.
Once your Teams reflect the areas you want to report on, click on a Team name to edit it.
Click on Advanced Options to reveal the heading Payroll cost tracking. In the empty field, this is where you will enter the relevant matching Account Code, Cost Centre Name or Department Code:
This may be a name or numbers. Generally if there is a number and a name in your Payroll system, this field will relate to the number but if there is only a name, it will just be the name.
Important - just ensure that the two are spelled exactly the same between the two systems.
Click Update Team Details at the bottom to save and repeat for all other Teams.
Timesheet in Tanda
The Team listed on each Timesheet/Shift (pulled from the Roster or manually selected on the Shift) will then be exported with the hours with the timesheet export to your Payroll system:
In your Payroll system, you can then bring up this information in the relevant Report you want to use, otherwise it should also display in the Timesheets or Payrun.
If you would like further assistance please contact Tanda Support by clicking on the blue chat icon in the bottom right corner, on 1300 859 117 or firstname.lastname@example.org