General Settings - MYOB ARL Connect

Configure from what date data is exported from Synergy to MYOB, and how contacts are matched for the export between Synergy and MYOB. NEW 4.9.1

Tips:

What are the General Settings?

The general settings have two actions available. First control what data from Synergy is sent over to MYOB AccountRight Live by Synergy Connect using the export date. The date entered here is how far back in Synergy that Connect will look for Invoices, Credit Notes, expenses and payment. i.e. If you enter the 01/07/2014 as the 'export from date' then any invoices dated in June 2014 will not be sent to MYOB. The export date should be updated to match the 'locked' date in MYOB AccountRight Live to stop data from Synergy trying to be sent over to a closed period in MYOB.

The second group of settings relates to contacts and how they are exported to MYOB AccountRight Live. Control if you are using the 'contact name' or 'Card ID' to match the records in Synergy and MYOB, and what prefix should be added to the contact card ID in MYOB for expenses (staff and supplier).

Why use the General Settings?

Control what date range of data is exported from Synergy, and if the contacts are matched on name or Card ID's.

Actions available

Fields available

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

© 2019 Total Synergy Pty Ltd