TimeSite Pro integrates with a number of Accounting applications including MYOB (both cloud- and file-based) and Xero. To set up your export settings to your accounting package, go to Settings > Export Invoices > Settings and pull down on Export To to select your accounting package and click Save. Note that users must be granted access to the Invoice Screen in their Security settings in their User record.
See Invoice Overview for more information on how to create and process an invoice including exporting the invoice to your accounting package.
Once you have connected TimeSite Pro to your accounting system, then you can map your task types to payroll categories. Refer to our help article for more information on invoice Mapping to Invoice Item Types, Task Types, Resources (users), and Tax items. You can delete the mappings that we have set up by clicking on the Disconnect from button to disconnect from your payroll system and then clicking on the Delete Mappings button.
Export to MYOB - File-based integration
TimeSite Pro can export a delimited .txt file in the format required by MYOB's invoice import feature. Select whether you want to export Timesheets or Activity Slips to MYOB or both via the export file. You can also select that you want export Activity Slips instead of invoices from the Invoice panel. See MYOB's help article on Creating activity slips for more information on their time-billing feature.
Export to MYOB - Cloud-based integration
TimeSite Pro can export your invoices directly into your online MYOB account. To assist you in mapping your invoice data to MYOB, we will automatically download your MYOB Account Numbers into your TimeSite Pro configuration settings when you first connect to MYOB.
Select Connect to MYOB to log in to your MYOB account. Enter your MYOB login email and password and TimeSite Pro will be authorised to export Timesheets and/or Activity slips directly to your MYOB account. Once logged in, TimeSite Pro will download your Account Numbers and apply then to your invoice mapping settings. Review these setting to complete your MYOB Cloud configuration. If you want to delete these mapping details, click on Disconnect from your MYOB account and then click on Delete Mappings to reset the invoice mapping that TimeSite Pro has established so that you can set them up manually.
Export to Xero
Select Xero in the Export to pulldown menu and then click on Save. You will then see the Connect to Xero button. Click on the Connect to Xero button and you will go to the Xero login page. Enter your Xero login details and TimeSite Pro will be authorised to export Timesheets directly to your Xero account.
Click on Allow access and TimeSite Pro will automatically download your Xero Account Codes and suggest mappings to your invoice mappings. You will see an information message confirming that we have downloaded these details. Review these setting to complete your Xero configuration. If you want to delete these mapping details, click on Disconnect from your Xero account and then click on Delete Mappings to reset the invoice mapping that TimeSite Pro has established so that you can set them up manually.