How to View MYOB Transaction History

Overview

Review logs of all transactions posted to your MYOB AccountRight Live accounting package in the History tab of the accounting link in Simpro Premium. This is useful for identifying and rectifying any errors.

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

Review transaction history

Whenever the accounting link performs an action, a log is added detailing the Subject, Transaction Type, Transaction Name / Number, Status, the Employee who performed the action, and the Date and Time.

To access the MYOB AccountRight Live accounting link history, go to Utilities A screenshot of a schedule icon with a grey calendar icon and an arrow. > MYOB > History.

You can then filter results by entering the Transaction Name / Number, or selecting the Transaction Type, Log Status, or Log Date, then clicking Search.

To download the history of all transactions posted, click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right of the table, then click CSV.