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Uploading the Lookout Payroll Report
Uploading the Lookout Payroll Report

How to load the Lookout Payroll report into a finance tool such as Xero, MYOB & QuickBooks.

Oliver Connell avatar
Written by Oliver Connell
Updated over a year ago

The Lookout Payroll Report, generated through the Finance reports section of Lookout, will show all visits attended by support workers along with information about the visit rate, the support worker's engagement type (contractor or employee), and the start and end visit times and visit duration.

To generate the report, select the Lookout Payroll Report and date range. The information will be sent by email.

You can use the generated report to upload it into your finance tool. The table below can help match the Lookout Payroll Report fields to those required by your finance tool.

Lookout Field Name

Description

Example value

Name

Full Name of the worker in Lookout.


* The Name field will need to be split into First Name / Last Name if your finance tool requires separate fields.

Addie Wilderman

ID

The ID of the worker in Lookout.

3961

Engagement Type

Worker engagement type. Employee or Contractor

contractor

Visit Date

The date the visit occurred

02/01/2022

Start Time

Visit start timestamp

* The Start Time & End Time fields might need to be combined if your finance tool requires a single field.

6:30am

End Time

Visit end timestamp

* The Start Time & End Time fields might need to be combined if your finance tool requires a single field.

7:00am

Visit Time Zone

Time Zone where the visit occurred

Australia - Brisbane

Type

Type of entry (Visit of Travel)

Visit

Unit

Unit type of entry

hours

Quantity

Quantity of unit type

0.5

Rate

The name of the Rate associated with the visit in Lookout.

Home Care Standard Services

Item Code

Item code added to the rate within Lookout

20000

Item Code with Tax

Item code (taxed) added to the rate within Lookout

20005

Xero:

  • Xero requires a third-party application, such as UpSheets, to support the bulk import of timesheet data.

MYOB:

  • The Notes MYOB field could be used to store any additional details from the Lookout Payroll report.

  • The Name field in Lookout will need to be split to obtain First Name & Last Name for MYOB.

  • The Lookout Start Time & End Time fields must be combined into a single field.

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