Account Codes - MYOB ARL

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

Account code option	Invoices options	Supplier Expenses options	<Office> supplier expenses options	Staff expenses options	<Office> staff expenses options
Fixed Value
Contact
Contact attribute
Project attribute
Staff attribute
Discipline
Cost Centre
Expense Type

Account code option	Setup in Connect required	Further setup in Synergy required
Fixed Value	Enter your income code as set in MYOB including the dash	No further setup required.
Contact	-	Extra setup is required. Ensure that account codes have been entered to all the items for the option selected. e.g. Enter an account code against all cost centres, disciplines, or expense types.
Contact attribute	Select the attribute group to be used from the drop down list.
Project attribute	Select the attribute group to be used from the drop down list.
Discipline	-
Cost Centre	-
Expense Type	-

1. Open Attributes (Default Data).
2. Double click an attribute group (drop down or list type).
3. Enter an account code in the Account name field - including the dash e.g. 4-1200 for a income account for invoices and credits, and 5-1100 or 6-1200 for staff and supplier expenses.
4. Repeat for each attribute in the group.
5. Save and Close.

Commonly used for sending invoice and credit data to MYOB. Disciplines and Cost Centres are attached to all sub projects in Synergy. This option is also available for sync-ing expenses, but is most commonly only used for mapping where invoices will be linked to in MYOB with the account code.

1. Open Discipline or Cost Centre (Default Data).
2. Enter an account code in the Account code field - including the dash e.g. 4-1200 for a income account for invoices and credits, and 5-1100 or 6-1200 for staff and supplier expenses.
3. Repeat for each Discipline or Cost Centre.
4. Save and Close.

Commonly used as the mapping option for both Supplier and Staff expenses. This option is only available for mapping the sync of expenses (not invoices and credits).

1. Open Expense Types (Default Data).
2. Enter an account code in the Account number field - including the dash e.g. 5-1100 or 6-1200 for staff and supplier expenses.
3. Repeat for each Expense Type.
4. Save and Close.

All items will be allocated to the one account in MYOB. If this option is selected in the 'invoice settings' tab then all invoices, credit notes, and invoice payments will be exported using this account code. If selected on the 'supplier expenses tab' then all supplier expenses (bills) will be exported to this account. If selected on the 'staff expense settings' tab then all staff cash and travel expense will be exported to this account. A different fixed value account can be selected for each type - invoices, suppliers, and staff.

Use this option if the account code has been entered in the 'Account Code' field on the Synergy Contact. This allows every contact record in Synergy to have a different account code setup, to be used to map either invoice or project supplier expense data to MYOB. This option is not available for <Office> supplier bills or staff expenses. Locate Contact account codes topic to learn more.

An account code can be stored on a Contact Attribute in Synergy. This attribute must then be assigned to each Contact in Synergy. It is recommended if this option is used that the contact attribute is setup as a 'mandatory attribute'. Within Default Data > Attributes you will store the account code.  The entire item (invoice or expense) will be sync'd to the single account as attached to the Attribute. Used to map either invoice or project supplier expense data to MYOB. This option is not available for <Office> supplier bills or staff expenses.Locate Attach Attributes to learn more.

An account code can be linked to a Project attribute. This attribute must then be entered against every project that will be invoiced or have expenses. Therefore if this option is used we recommended that the attribute be set as a mandatory attribute. Within Default Data > Attributes you will store the account code.  The invoice / expense data is then allocated to one account code. When disbursing an expense to multiple projects, the sync will use the disbursement line details to transfer that disbursed portion of the expense to the matching account code.

Used to map either invoices, or project allocated supplier or staff expense data to MYOB. This option is not available for <Office> supplier bills or <office> staff expenses. Locate Attach Attributes to learn more.

Enter account codes against each of the disciplines, which are setup in default data. Each sub project created in Synergy is allocated a discipline and this is commonly used for transferring invoice data to map the account code location in MYOB AccountRight Live. When the invoice line is created for a sub project, the invoice (or credit) will sync to the account code setup for that discipline. If the invoice is created for multiple sub project then each invoice line will appear lined to the different setup account code within the on MYOB invoice. Locate sub project discipline to learn more.

Cost centre mapping is commonly used for sending invoice data to MYOB. If account codes have been entered against all the cost centres, then select the option cost centre from the drop down list.  Each invoice line will be sent to matching account in MYOB, based on the cost centre allocated to each sub project. When used by supplier expenses, the cost centre used is taken from the sub project on the disbursement line.

An account code can be stored against each of the expense types, so that when supplier or staff expenses are sync'd that the created purchase record is linked to a different expense accounts in MYOB, such as Cost of Sales or Expense accounts. When disbursing an expense to multiple projects, the sync will use the disbursement line details to transfer that disbursed portion of the expense to the matching account code. Locate Expense Types to learn more.

Invoice # SY000095 has work for Engineering services and Architectural services. The project has been setup with 2 sub projects, and the disciplines Engineering and Architecture are attached to sub project 1 and 2 respectively. MYOB has 2 different account codes for each of the 2 service types for project work. Using the mapping option of 'discipline' each type of business is sent to a different account number in MYOB.

	Single account code	Can split invoice / expense to multiple account codes
Fixed Value
Project attribute
Contact attribute
Staff attribute
Contact
Discipline
Cost Centre
Expense Type