Integration
Welcome, we understand that it can be a bit confusing, this guide will help you link your Reece maX App... if you need further assistance, we can help there too!
Developed exclusively for Reece account customers, maX gives you access to product pricing, allows you to build product lists, manage your account, generate customer quotes and even order online. Integrate maX to seamlessly handle purchase orders, instantly update expenses and budgets within CrewTraka.
If you have any questions or need additional assistance, please do not hesitate to reach out. We are here to help support you, and for those who would like a closer look at the initial setup, just give us a call. Note: MYOB Advanced is NOT supported, however, you can export data to a CSV that can be imported into MYOB Advanced accounts.
Step 1 - REECE maX Settings
In myob settings, ensure each employee has the following set within payroll details > salary and wages:
1. Pay basis set to hourly
2. Allocate wage pay items added for Base Hours and Overtime (if applicable)
3. Pay cycle set to weekly
Step 2 - Linking Employees
Linking Employees in CrewTraka - In CrewTraka settings ...
- Select myob integration > Select Link Employees
- Under myob Employee link each employee by clicking on + Create myob Employee
- Select name from the I ist to match the Crew Traka Employee
Once completed for all employee's > select next > wait for Finished linking with myob message! > select finish
Step 3 - Timesheet Settings
Timesheet Settings
From CrewTraka > myob Integration ...
Make sure Regular Hours Pay Item and Overtime Hours Pay Item are set correctly in CrewTraka
Pay Week Start Date: Timesheets will be sent on the last day of your Next Pay Period as set in myob
Manually Push Timesheets: You can send timesheets across at any time by clicking the 'Send Timesheets
Now' button in CrewTraka
Step 4 - Setting Workdays and Hours
Setting Standard Work Days and Hours - From Crew Traka settings;
- Select 'crew hours' from the left menu
- Under 'work days and hours' select your standard work days, e.g., Mon-Friday
- Enter your employee's standard work hours, e.g. 38 or 40 standard hrs p/week
Note: Employees can still work on days not selected
Step 5 - Overtime Settings
CrewTraka-myob Integration Overtime Settings - From CrewTraka settings select 'crew hours' from the left menu and scroll to the bottom of the page to view crew rate loading you can select either 'Simple' or 'Advanced'
Simple - will apply overtime if the crew member logs hours after a specified time each day / week.
Advanced - will apply a loading e.g. time and a half or double time to a specified time period.
Advanced: Tap the'+' icon to add> Enter a name for the overtime/loading e.g., Overtime x 1.5
- Select the day, the start and end time you wish the overtime to be applied
- Select multiplier rate e.g., 1.5x, 2.0x and select the 'myob Earnings Line' you want the overtime to match in myob
Step 5 - ALLOWANCES (if required)
Custom allowances can be added unique to any project.
To add - from the dashboard, go to the projects page and select the project you wish to add a crew allowance for. Click the '+' icon to add a new allowance for that project... enter the 'Name', 'Type of Allowance' and select the appropriate earnings line as setup in MYOB
Daily vs Hourly - daily will add 1 hr to the earnings line triggering a single payment whereas hourly will trigger an allowance for the hours worked.
e.g. If a crew member was to work a full 8 hrs they would receive the allowance
Step 6 - Finish
Click save and your done!