Payments Settings - MYOB ARL Connect

Setup required before use	Who Can Use It?	Where Is It?
Overview of settings	Administrator System Administrator	Connect > MYOB AccountRight Live Connect > Payments Settings

When exporting payments from Synergy to MYOB you can nominate which account the payments should be created in MYOB. In most cases the account code entered here is one of the asset accounts, with the account 1-1110 being the default asset bank account in the MYOB Clearwater demo company file.

The payment export settings are complete after:

1. Checking the box to export payments
2. Entering the account # to send the payments to MYOB

Click the image above to view the export payments settings.

When importing payments from MYOB to Synergy you can transfer the MYOB payment number to make it easier to reconcile both systems. It is recommended that if you are importing payments from MYOB that you also enable the setting to 'Include the payment number in the note'. This setting will add the MYOB payment number into the Synergy invoice payment. Having this number in Synergy makes it easier to reconcile both systems.

Click the image above to view the import payment settings.

How the payment number in the note setting works.

When an invoice payment is entered in MYOB AccountRight Live a unique number is assigned to the payment. This normally starts with CR, and it is automatically assigned when you enter a payment.

Click the image above to see the MYOB payment number.

After the Connect sync has been run the invoice payment is in Synergy. When viewing the payment details the MYOB payment number is then shown in the invoice note in Synergy.

Click the image above to see the MYOB payment number on a Synergy invoice.

If the payment has already been transferred using Connect (or sent to MYOB via Connect), then any changes made to the payment are not automatically sent via Connect. This applies to both the import or export payment methods.

Examples of changes not sent

1. Payment date or payment value - If the payment has already been transferred, then updates to this information in one system must be manually made in the other.
2. Payment deletion - If you delete the payment in MYOB or Synergy (and it has already been sent via Connect) then you need to manually delete the payment in the other system.
3. New/Duplicate payments - Example. If you had originally created a payment in MYOB and sync'd it to Synergy. Next you deleted the payment in MYOB. Later you re-enter the payment. The new 're-entered' payment will not be able to be sent to Synergy, until the original payment sent over via Connect is deleted.

What will happen in the preview screen for Connect with these cases.

1. Payment date or payment value change - The preview screen does not show any signs that this information has changed in MYOB. i.e. no warnings or errors. Due to this you will need to make sure that you update the other system manually.
2. Payment deletion - The preview screen does not show any signs that the payment was deleted . i.e. no warnings or errors. Due to this you will need to make sure that you update the other system manually.
3. New/Duplicate payments - The payment window will show the message 'the status of this invoice does not allow any new payments'. This means that a payment or credit note has already been entered, using up the full invoice value. Due to this no further payments can be imported. In the case that payment has been deleted and then re-entered in MYOB, you also get this message. This is there to prompt you to delete the old payment from Synergy, before the new MYOB payment can imported.

The image below shows the error that is shown in case 3 above. This message shows that the invoice is already fully paid or credited in Synergy. Whilst this error is shown below for importing payments, the same type of error will be shown when exporting payments to MYOB and the invoice is already fully paid.

Click the image above to view the payments import error.

1. Export Payments to MYOBCheck this option to send invoice payments entered in Synergy over to MYOB AccountRight Live. Make sure you enter the setting below to nominate which account the payment will be created in MYOB AccountRight Live. NOTE: If you enter invoice payments in MYOB then do not use this option, use the import payment option instead.
2. Into account #Type the account number that payments should be exported to in MYOB AccountRight Live. You can only enter this information if you have enable the 'export payments' option above. If the export payments options if OFF, then this field is not available for use and greyed out.
3. Import Payments from MYOBCheck this option to bring across invoice payments entered in MYOB into Synergy. It is recommended that you also enable the next option for importing the payment number to Synergy when using this feature. NOTE: If you enter invoice payments in MYOB then do not use this option, use the import payment option instead.
4. Include Payment Number In NoteCheck this option when using the import payment feature. This will bring over the invoice payment entered in MYOB and attach it to the Synergy invoice. This will also add the MYOB payment number and details into the Synergy payment note field. It is recommended that this be enabled when you are using the import payments feature, as it makes it much easier then to reconcile the two systems as you have the unique number for the MYOB payment shown in Synergy.