Export Supplier Invoices to MYOB

Overview

Learn which MYOB AccountRight Live permissions are required to export supplier and contractor 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 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, which means that all names in simPRO 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 > 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 supplier invoice, supplier credit, and contractor invoice data from simPRO 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.
Purchases A minimum access level of Read & Write for the Purchases and Settle Return & Debits privileges.
Cards A minimum access level of Read & Write for the Supplier Cards privilege.

You can only transfer supplier invoices, supplier credits, and contractor invoices , which are all labelled as bills in MYOB, one way from simPRO to MYOB.

Your supplier invoice, supplier credit, and contractor invoice transactions have the following information exported from simPRO 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 and MYOB. Learn more How to Use Accounting Categories. This populates the Category field in MYOB.
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. Each line on an imported invoice contains the following MYOB fields:

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.

For imported supplier credits, known as Purchase Bills in MYOB, another line item is added to include any applicable restocking fees. You can set up a specific Restocking Fee Account for these fees in simPRO in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Defaults > Financial > Accounts.