Export Invoices and Credits to MYOB

Overview

Learn which MYOB AccountRight Live permissions are required to export invoices and credits to MYOB, as well as the information that exports.

In MYOB AccountRight Live, your access is controlled by privileges that are organised in groups with minimum access levels assigned to them, such as Read Only or Read & Write.

For example, for all data that you transfer between Simpro Premium and MYOB, you need to have a minimum access level of Read Only for the Accounts privilege, which is included in the Accounts group.

A screenshot of the privilege and access levels available in the purple MYOB interface.

All names used in MYOB are case-sensitive when linking to Simpro Premium, which means that all names in Simpro Premium and MYOB must match exactly before transferring any data to prevent duplication.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Accounting Link

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Set Up the MYOB Accounting Link

To transfer customer invoices and credits from Simpro Premium to MYOB, you need access to privileges in the following groups in MYOB:

Accounts A minimum access level of Read Only for the Accounts privilege.
Lists A minimum access level of Read & Write for the Tax Codes and Jobs privileges.
Sales A minimum access level of Read & Write for the Sales and Settle Returns & Credits privileges.
Cards A minimum access level of Read & Write for the Customer Cards privilege.

You can only transfer customer invoices and credits (which are labelled as invoices in MYOB) one way from Simpro Premium to MYOB.

Your invoice and invoice credit transactions have the following information exported from Simpro Premium into MYOB:

Tax Invoice # This populates the Invoice No. field in MYOB.
Date Issued This populates the Date field in MYOB.
Payment Terms This populates the Terms field in MYOB.
Order No. This populates the Customer PO No. field in MYOB.
Category

This information is only relevant if you have category tracking turned on in both Simpro Premium and MYOB. This populates the Category field in MYOB.

Learn more in How to Use Accounting Categories.
Email This populates the Email field in MYOB, allowing 255 characters.
Payment Terms This populates the Selling Details field in MYOB.
Freight This populates the Freight field in MYOB. The Freight Tax Code field needs to be filled out in MYOB.

Invoices imported into MYOB are broken down according to cost centre and tax applied in Simpro Premium. Each line on an imported invoice contain the following MYOB fields:

Job no. and cost centre name This populates the Description field in MYOB.
The total of the cost centre This populates the Total field in MYOB.
The Income Account from the cost centre setup This populates the Account No. field in MYOB.
Tax code This populates the Tax field in MYOB.
Job no./ Cost centre name / Accounting category / Business group name Depending on your settings in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Accounts Integration, either one of these populates the Job No. field in MYOB.

When sending a customer invoice credit to MYOB, and the original invoice still exists, the accounting link attempts to match this to the original invoice if the outstanding balance in MYOB is equal to or more than the credit being posted.