Connect MYOB to Roster Flow, coming soon
The MYOB connection is coming soon. This is how it will work: connecting MYOB AccountRight to Roster Flow, bringing your team across from the company file, and sending each week’s approved hours into MYOB payroll as timesheets. Until it lands, approved hours export as a CSV that MYOB takes.
Works with MYOB AccountRight with payroll once it lands. On the paid plans, as the payroll connection is.Before you start
Check these first and your first send goes straight through, instead of stopping to name who needs fixing.
- A MYOB AccountRight company file with payroll. MYOB Business and Essentials are not supported.
- A MYOB login that can open that company file, so you can approve the connection. Ideally one that can open only that file.
- An hourly wage category that pays each employee’s normal rate, such as Base Hourly, assigned in their payroll details. MYOB will not accept a timesheet line without one.
- The same email address for each person in MYOB and in Roster Flow, because that is how people are matched.
- The owner’s Roster Flow login. Only the owner can connect payroll.
Connect MYOB
- Open Settings, then PayrollSigned in to Roster Flow as the owner, open Settings and choose the Payroll tab. Under Connect your payroll, choose MYOB. When you first set up your account, the setup guide offers the same choice with Connect MYOB.
- Approve the connection at MYOBMYOB’s own sign in page opens. Sign in and allow access to your company file. Roster Flow never asks for your MYOB password.
- Check the company file nameYou come back to Roster Flow, and Settings shows MYOB connected with the name of your company file. If your login can open more than one file, the first one listed is used, so check the name is the one you pay from.
Import your team
- Choose who to importStraight after connecting, the setup guide lists everybody in MYOB who does not have a Roster Flow profile yet, all ticked. Untick anyone who does not work shifts. With more than one venue, choose which venue they work at; you can move anyone later from their profile. Then press Import.
- Nobody is added twicePeople are matched by email address, so anybody who already has a profile here is left off the list. They are linked to their MYOB record by the weekly check the day before your week starts, or straight away by Import pay rates if nobody is linked yet.
- Invite them when you are readyImported people arrive as invited profiles and are not emailed yet. Press Invite everyone and each person gets an invitation to set up their own login.
- Import pay rates, if you want the cost estimateThe owner opens Settings, then Payroll, and presses Import pay rates. Each linked person’s ordinary hourly rate or annual salary comes across, so the roster can show what a week costs at base. Managers and the owner can see rates; employees never do. Penalties, casual loading, overtime and allowances are not included.
After that, the day before each week starts, Roster Flow checks MYOB: people added since become invited profiles with their start date, while your plan has room for them, and anybody already here is linked by email. It never removes anybody, never overwrites a name or job title you changed, and never emails anyone.
Send approved hours
- Approve the weekOpen Timesheets on the week that has finished. Clear anything that needs attention, then press Approve all ready. Only approved hours can be sent.
- Press Send to MYOBA window shows how many employees and hours are in the send, then lists everybody on the week: the people included with their hours, and anybody held back marked Not sent, with the reason.
- SendPress Send to MYOB in the window. The approved hours for the venues you are looking at go across, and Timesheets shows Sent to MYOB with the number of employees and hours.
- Finish the pay run in MYOBThe hours are recorded as timesheets in MYOB payroll for the week. Process your pay run in AccountRight as you normally would.
What arrives in MYOB
- One timesheet per employee for the week, in MYOB payroll.
- A line against the employee’s ordinary hourly wage category, with an entry for each day they worked.
- Only approved timesheets, and only for people linked to a MYOB employee.
- Nothing else: no leave, allowances, overtime, penalty rates, loadings or superannuation. Those stay in MYOB.
Leave balances travel the other way: for a linked person, Roster Flow reads the balance from MYOB when it is looked at and shows it exactly as MYOB holds it. It never calculates leave or writes it back.
Fixing a problem
When a send cannot go through, nothing is lost: every timesheet goes back to approved, managers are told, and Try again sends the week again. These are the messages you might see, and what to do about each.
The limits, plainly
- MYOB AccountRight only. MYOB Business and MYOB Essentials are not supported.
- One company file. If your login can open several, the first one listed is used.
- Hours are booked against each employee’s ordinary hourly wage category. A send with somebody who has none stops, and the message names them.
- One week at a time, from the first day of your week. A fortnightly pay run is two sends.
- Somebody who is not linked to a MYOB employee is held back from a send, marked Not sent, until they are linked.
Questions about MYOB and Roster Flow
How do I connect MYOB to Roster Flow?
As the owner, open Settings, then Payroll, and choose MYOB. Sign in on MYOB’s own page and approve the connection, and you come back to Roster Flow showing MYOB connected with your company file’s name. Roster Flow never asks for your MYOB password.
Which MYOB product does Roster Flow work with?
MYOB AccountRight with payroll. MYOB Business and MYOB Essentials are not supported.
Which company file does Roster Flow use?
The first company file your MYOB login can open. Check the name shown after connecting. If it is the wrong file, disconnect before sending anything and connect again with a MYOB login that can only open the file you pay from.
What does Roster Flow send to MYOB?
One timesheet per employee for the week, booked against their ordinary hourly wage category, with an entry for each day they worked. Only approved hours are sent, only for people linked to a MYOB employee, and only when a manager presses Send to MYOB.
Why does MYOB say an employee has no ordinary hourly wage category?
Every MYOB timesheet line needs a wage category, and Roster Flow uses the hourly category that pays the employee’s normal rate, such as Base Hourly. Assign one in the employee’s payroll details in MYOB, then send again. The send stops before anything leaves.
Does Roster Flow run the pay run in MYOB?
No. The hours are recorded as timesheets in MYOB payroll, and the pay run, penalty rates, leave, superannuation and Single Touch Payroll reporting stay in MYOB.
Can I import my employees and pay rates from MYOB?
Yes. The setup guide imports active employees from the company file with their name, email and job title, matched by email address so nobody is added twice. The owner can also import each linked person’s hourly rate or annual salary for the roster’s cost estimate.
Does Roster Flow read leave balances from MYOB?
Yes, for anybody linked to their MYOB employee record. The balance is read from MYOB when it is looked at and shown exactly as MYOB holds it. Roster Flow never calculates leave or writes it back.
What if MYOB accepts only some of the timesheets?
The message says how many MYOB accepted, with a reference to quote if you contact us. The whole week goes back to approved in Roster Flow, and Try again sends it again.
Are new employees added in MYOB picked up?
Yes. The day before your week starts, Roster Flow checks the company file, adds new people as invited profiles with their start date while your plan has room, and links anybody already here by email. Nobody is emailed until you invite them.
Does the MYOB integration cost extra?
No. MYOB and Xero are included on every plan, including the free plan.