Last Updated: January 11 2021
Learn which MYOB AccountRight Live permissions are required to export supplier and contractor data 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.
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:
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:
To transfer supplier and contractor data from simPRO to MYOB, you need to access 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 privilege.|
|Cards||A minimum access level of Read & Write for the Supplier Cards privilege.|
Your suppliers and contractors have the following information imported from simPRO into MYOB:
|Supplier Name||This populates the Company field in MYOB, allowing 50 characters.|
|Street Address||This populates the Address 2 (Ship to) field in MYOB, allowing 255 characters for the Address, City, State and Country fields and 10 for the post code.|
|Postal / Billing Address||This populates the Address 1 (Bill to) field in MYOB, allowing 255 characters for the Address, City, State and Country fields and 10 for the post code.|
|Work Phone||This populates the Phone 1 field in MYOB, allowing 21 characters.|
|Fax||This populates the Fax field in MYOB, allowing 21 characters.|
|This populates the Email field in MYOB, allowing 255 characters.|
|Payment Terms||This populates the Selling Details field in MYOB.|