09 – Timesheet and Leave Exports

PostedAugust 5, 2025

UpdatedSeptember 2, 2025

ByDaniel Garvey

In this session, we’ll walk though Timesheet and Leave exports.

Now that you have your Roster in place, and your staff are submitting Timesheets and Leave requests, its time to get that data from FlowLogic and import it into your chosen Payroll software.

In this session we will go through the process of exporting the Timesheets and Leave Requests, with a little revision as to the Approval process, ensuring your data is as accurate as possible all while maintaining a low-touch approach from your finance team.

FlowLogic Financial Exports Overview: Daniel introduced the session’s focus on FlowLogic’s financial exports, specifically timesheet and leave exports. He explained that the session would cover the process of getting data ready for export and the various options available for sending data to payroll and invoicing systems.
- Session Focus: Daniel introduced the session’s focus on FlowLogic’s financial exports, specifically timesheet and leave exports. He explained that the session would cover the process of preparing data for export and the various options available for sending data to payroll and invoicing systems.
- Export Options: Daniel mentioned that FlowLogic can send timesheet and leave data to multiple destinations, including CSV files and various APIs. He noted that the API options are constantly expanding with new products being integrated.
- Future Sessions: Daniel indicated that future FlowLogic in Focus sessions would cover the specifics of how data is sent to different systems. Today’s session was focused on preparing the data for export.
Leave Type Management: Daniel explained the leave type management system, which allows organizations to create and maintain their own leave types and set export codes for financial software. He demonstrated how to control which leave types appear based on the type of employment.
- Leave Type Creation: Daniel explained that the leave type management system allows organizations to create and maintain their own leave types. This system provides flexibility in managing different types of leave according to organizational needs.
- Export Codes: Daniel demonstrated how to set export codes for each leave type, ensuring that the data sent to financial software is correctly formatted. These codes are essential for the integration with payroll systems.
- Employment Type Control: Daniel showed how to control which leave types appear based on the type of employment. For example, full-time employees might see all leave options, while casual employees might only see unavailability.
- Constraints Setup: Daniel detailed the process of setting up constraints to manage which leave types are available to different employee categories. This helps streamline the leave request process and reduces administrative workload.
Timesheet Export Process: Daniel detailed the timesheet export process, including setting up cost categories, assigning cost categories to staff members, and exporting approved timesheets. He emphasized the importance of having the correct export codes and the ability to revert processed timesheets if needed.
- Cost Categories: Daniel explained the importance of setting up cost categories correctly, as they determine how timesheet data is exported to financial software. Each cost category includes specific export codes that must match the financial software’s requirements.
- Assigning Categories: Daniel demonstrated how to assign cost categories to staff members, ensuring that each employee’s timesheet data is exported using the correct codes. This assignment can be overridden in the roster if necessary.
- Export Process: Daniel walked through the process of exporting approved timesheets, highlighting the need to ensure that only approved timesheets are exported. He explained that once exported, timesheets are marked as processed to prevent duplication.
- Reverting Processed Timesheets: Daniel explained the process of reverting processed timesheets if changes are needed. This allows for corrections and re-exporting of timesheet data to ensure accuracy in payroll processing.
Financial Software Integration: Daniel highlighted the flexibility of FlowLogic in integrating with various financial software for payroll and invoicing. He mentioned that FlowLogic can create custom CSV files for different payroll processing software if needed.
- Integration Flexibility: Daniel highlighted FlowLogic’s flexibility in integrating with various financial software for payroll and invoicing. He mentioned that FlowLogic supports multiple systems, including Xero and MYOB.
- Custom CSV Files: Daniel explained that FlowLogic can create custom CSV files for different payroll processing software if needed. This customization ensures compatibility with a wide range of financial systems.
- Separate Systems: Daniel noted that FlowLogic can handle separate systems for payroll and invoicing, which is beneficial for larger organizations that may use different software for these functions.
Support and Resources: Daniel reminded the team to contact the Helpdesk if they encounter any issues with manual processing after exporting data. He provided the new support email address and encouraged the use of the online guide for additional information.
- Helpdesk Contact: Daniel reminded the team to contact the Helpdesk if they encounter any issues with manual processing after exporting data. He provided the new support email address: support@flowlogic.com.au.
- Online Guide: Daniel encouraged the use of the online guide for additional information on topics such as leave type management, leave constraints, and cost categories. He emphasized that the guide is a valuable resource for resolving common issues.