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Automatic Overtime Service Item for Billing

Tsheets is great for calculating overtime due to employees, but is there a way to have Tsheets automatically cut over to an overtime service item when a billable employee is clocking overtime hours? 

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Best answer June 23, 2020

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Moderator

Automatic Overtime Service Item for Billing

Hello @JasonB2, thank you for reaching out to us here at The Community, my name is Sherissa and I am more than happy to assist you today.

 

If you are Integrated with QuickBooks you can use the Payroll Item Mapping Tool to adjust how the users are paid when tracking their time: 

 

1. By Employee

  • If you would like a default payroll item assigned for each time of hours your employees track (Regular Time/OT/DT/Time Off/etc), use the Payroll ITem Mapping by Employee option.

2. By Customer/Service Item/Class

  • If you prefer to assign payroll items based on specific Customer, Service Item, or Classes, you first need to set an employee default for any customer/service time/class that remains unmapped.

3. By Employee Selection

  • Choose this if you would prefer not to do any mapping and have your employees select their payroll items when they clock in/out

 

Here is a link that has step-by-step guides and videos for each option:

https://intuit.me/2BetIhe

 

If you need anything else please don't hesitate to reach back out to us here at The Community :)

View solution in original post

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Highlighted
Moderator

Automatic Overtime Service Item for Billing

Hello @JasonB2, thank you for reaching out to us here at The Community, my name is Sherissa and I am more than happy to assist you today.

 

If you are Integrated with QuickBooks you can use the Payroll Item Mapping Tool to adjust how the users are paid when tracking their time: 

 

1. By Employee

  • If you would like a default payroll item assigned for each time of hours your employees track (Regular Time/OT/DT/Time Off/etc), use the Payroll ITem Mapping by Employee option.

2. By Customer/Service Item/Class

  • If you prefer to assign payroll items based on specific Customer, Service Item, or Classes, you first need to set an employee default for any customer/service time/class that remains unmapped.

3. By Employee Selection

  • Choose this if you would prefer not to do any mapping and have your employees select their payroll items when they clock in/out

 

Here is a link that has step-by-step guides and videos for each option:

https://intuit.me/2BetIhe

 

If you need anything else please don't hesitate to reach back out to us here at The Community :)

View solution in original post

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Level 1

Automatic Overtime Service Item for Billing

Thanks Sherissa, where can I find the Payroll Item Mapping Tool? It doesn't show up in my QBO integration preferences tab in TSheets. 

Highlighted
Moderator

Automatic Overtime Service Item for Billing

Hey @JasonB2, there are 2 things you need to make sure of, so you can see the Payroll Item Mapping Tool.

 

1st make sure you have Payroll Turned On in your QuickBooks account.

2nd in the QBO Integration Preferences there is a box you need to Check the Box for Use QuickBooks Online for Payroll

THen refresh your TSheets Desktop screen and see if it is there!

 

Check both of those and let me know if that works!

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Level 1

Automatic Overtime Service Item for Billing

Ok I think I get it. I use Paychex for payroll. I do not use Quickbooks for payroll. 

Does this mean I cannot access this feature? 

Highlighted
Moderator

Automatic Overtime Service Item for Billing

@JasonB2, Ohhhh okay! That makes sense because you are not using the Payroll option within QuickBooks then you would not be able to use the Payroll Item Mapping Tool :(

 

If you are not already you can use the TSheets/Paychex Integration. It is 'processed' through a Flat File [ https://intuit.me/3ezNL8h ] where you can export a .csv file (just like an excel file) from TSheets and then upload it into Paychex, to get assistance with that you will have to reach out to Paychex for a Sample Flat File for your company and then reach out to our Support Team [ 888-836-2720 ] so they can assist you with getting that into your TSheets Account!

 

I hope this helps, and I am sorry I couldn't be of more assistance.

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