Selecting Payroll Software

Before applying further settings, you need to configure ShiftCare to use MYOB as your accounting software. Please follow the below steps.

Navigate to Account > Settings
Scroll down to Time & Attendance and click Edit
Select Myob AccountRight in the Payroll Software selector and click Save

Price Book Mapping

This is important and needs to be done to all of your price books. This will map your invoices to your chart of accounts.

Navigate to Account > Prices
Next to the name of the price book, click on the edit button
Enter the Account Number from your chart of accounts on MYOB into External ID (Common usage is 4-1000 - but please check with your book keeper if unsure). Click Save
Repeat for all price books (Important)

Pay Item Mapping

This is important and must be done on all Pay Groups and Allowances. This will ensure Timesheets can be exported from ShiftCare and imported smoothly into MYOB.

Navigate to Account > Pay Items > Pay Groups
Click on the Edit button on the right for the pay group you wish to set up.
The Code for each line must match the corresponding Payroll Category in MYOB EXACTLY. We suggest you copy and paste the name of your Payroll Category to the each Code in ShiftCare to ensure the names match
Repeat this for every Pay Group in ShiftCare.

Allowances/Expenses are also mapped using the Payroll Category name in MYOB.

Navigate to Account > Pay Items > Allowances
Click on Edit for each item you need to update
Enter the MYOB Payroll Category name for each item into the Code column
Repeat for each line

Client Mapping

IMPORTANT: In order to assign invoices to your clients in MYOB, all clients must be set with the designation of Individual in MYOB, you will find this setting on each client's customer card. The First and Last name in ShiftCare must EXACTLY match the first and last name in MYOB as well.

Each Client in MYOB has a card ID, and this must be entered into ShiftCare to ensure the invoices are properly matched to your clients.

Navigate to Clients > List - Click on the customer you wish to update
When inside the Client Profile, click on the Edit button in the Settings box
Enter the Client's Card ID (from MYOB) into the Reference Number box, click update on the bottom right of the box.
Repeat for all Clients.

Staff Mapping

Each staff member's Card ID must also be copied over from MYOB into ShiftCare. The First name, Last name and Email of your staff in ShiftCare must also EXACTLY match the same records in MYOB.

Navigate to Staff > List and click on the staff member you wish to update
Click on the Edit button on the Payroll Settings box
Enter the Card ID from the employee's card on MYOB into the External System Identifier - click update on bottom right

Job Code Mapping (Optional)

ShiftCare has the ability to export/import a Job field for use in MYOB. This is designed for advanced users, and only a small portion of users will need this functionality. Read more about Jobs in MYOB here.

Navigate to Account > Settings
Scroll down to Time & Attendance and click Edit
Set the Job Code Mapping per your requirements, explained below, Click Save on bottom right.

Default

This is the setting if you don't use the Job field and have no need for this functionality. Most users will leave this field as Default.

Client/Contact Custom Field

This will map the Client's Custom Field to the Job column on the MYOB export, allowing you to link timesheets and invoices to jobs you have created in MYOB. You will find the Custom Field in the settings section of the client's profile.

Shift Type

This will map the External ID of your Shift Types to the Job column on the MYOB export, allowing you to link timesheets and invoices to jobs you have created in MYOB. You will find the External ID field in Account > Settings > Shift Types > Edit.