The 'Manage Deputy Areas' button isn't showing
The Manage Deputy Areas button WILL NOT SHOW if there are no cost categories in the Actual Costings screen of your job. If this is the case, you'll need to add at least one cost category.
Timesheets won't sync
Note: the following explanation assumes you have successfully linked the location/areas and that your Deputy is currently connected.
Deputy has a rule restricting timesheets for people who have been invited into Deputy but not accepted the invitation.
Using the below example, approved timesheets for 'Matt' will sync to Buildxact, but timesheets for 'Dan' will not as he has not accepted the invite in Deputy.
Additional Troubleshooting Steps
Review Job Entries: Double-check if the roles and area mappings between Deputy and Buildxact are correctly configured.
Review Import Logs: Check Buildxact’s integration logs to identify any errors or warnings that occurred during the sync process. Address any errors as per the integration guidelines.
Re-trigger Syncing: Try initiating another manual sync between the systems to retrieve the missing timesheets. If the issue persists, consult the troubleshooting section of the Buildxact Help Center for detailed guidance. What does 'Deputy Area: 'xxxxxxxx' not assigned to any category in Job #xxxxxx' mean?
The above error message means that a Deputy Area is not linked to any Buildxact Cost Category. This happens when an Area has been added directly into Deputy and there is no link between this and the Cost Categories in Buildxact.
To fix this, go to the Job details tab of the corresponding job in Buildxact and follow these steps:
Click Manage Deputy Areas
Choose which Buildxact category you want to link that Deputy area to from the dropdown menu.
Note: If you want a Cost Category that exactly matches that Deputy Area, you can create a new Category in the Actuals Category field first
Additional Resources
For more information and specific details about syncing or configuring integrations, visit:
Buildxact’s Error and Sync Log Guides
Can You Use CSV Imports for Timesheets?
Currently, timesheet imports between Deputy and Buildxact primarily rely on the direct integration, which involves standardized mapping configurations. If a CSV import is required, here are potential next steps:
Check Buildxact Documentation: Consult the Buildxact Help Center or contact support to confirm whether your version of Buildxact supports timesheet uploads via CSV files.
Explore Integration Customization: Some users have adjusted settings or consulted with Buildxact support to modify the syncing behavior or introduce CSV handling capabilities.