The Automated Timesheet Sync Add-on enables you to automate the export of staff Clock-On/Off times to MYOB, Xero and QuickBooks Online as employee timesheets. The Clock On/Off data is based on shift times recorded by staff through the 'My Shift' options of the Activity tab in the ServiceM8 app.
Note: Clock On/Off times are different to Check In/Out times for jobs.
When the Add-on is activated, ServiceM8 will automatically send timesheets to your connected accounting package at the end of each week.
Activate the Automated Timesheet Sync Add-on
- Login to ServiceM8 online
- Go to Settings > ServiceM8 Add-ons
- Find the "Automated Timesheet Sync" add-on and click to view details
- Click the switch to turn on the Automated Timesheet Sync Add-on
Set up Timesheet Exports
Click the Settings button to start the setup wizard.
In order to export timesheets, you will need to tell ServiceM8 three things:
- The weekday on which your payroll cycle starts;
- Which staff members to export timesheets for; and
- The category to use for exported times (not required for all accounting packages).
Once you have entered this information, click Next.
ServiceM8 will first export timesheets for the most recently-ended pay period to your accounting package. This ensures that the settings are valid for future timesheet exports.
ServiceM8 will display a preview of the timesheet information that will be exported. Click Next to export the data and enable Automated Timesheet Export.
If the export process completed successfully, you will see a success message, and Automated Timesheet Export will be activated.
At the end of each weekly pay period, ServiceM8 will export timesheets for the selected staff using the timesheet category you selected. Note that pay periods other than weekly (e.g. fortnightly or monthly) are not currently supported by Automated Timesheet Export.
If there were any errors exporting timesheets for any selected staff, they will be displayed on this page along with information about how to resolve the error. You will need to resolve all errors before Automated Timesheet Export can be activated.
Note: Currently not available for Xero accounts in NZ.