MYOB AccountRight Live Connect Overview

The add-on module MYOB AccountRight Live Connect allows you to transfer Synergy data to MYOB. Export Synergy data to MYOB AccountRight Live such as invoices, credit notes, invoice payments, supplier expenses and staff cash and travel expenses. The option to import invoice payments from MYOB AccountRight Live to Synergy is also available. Learn the basic process workflow in this topic. NEW 4.9.1

ClosedGetting Started
Setup required before use Who Can Use It? Where Is It?

Overview of settings

Administrator

System Administrator

Connect > MYOB AccountRight Live Connect >Run

Tips:

What is MYOB AccountRight Live Connect?

MYOB AccountRight Live Connect is an add-on module for Synergy that allows you to transfer data between Synergy and MYOB AccountRight Live. Transferring the data via Connect avoids having the enter the same data manually in both systems.

The following data can be exported from Synergy to MYOB AccountRight Live:

  1. Contacts
  2. Invoices and Credit notes
  3. Invoice Payments
  4. Supplier expenses
  5. Staff expenses (cash and travel)

The following data can be imported from MYOB AccountRight Live to Synergy:

  1. Invoice Payments

Synergy Connect for MYOB AccountRight Live has configuration settings for each of the above options. These settings are initially setup with the help of a Synergy consultant, to ensure that your Synergy data correctly maps/transfers across to your MYOB company file.

Why use MYOB AccountRight Live Connect?

Replicating the Synergy data to MYOB AccountRight Liveusing Connect makes finalising the end of month quicker and easier to manage.

Process Overview

ClosedInitial setup and configuration

The following steps need to be completed to get started with Synergy Connect for MYOB AccountRight Live:

  1. Contact Synergy Support and request to add this module to your Synergy license.
  2. A license order form will be sent out, and will be require to be signed before this license change can be made.
  3. On return of the form, the new Synergy license is published. The next time a Synergy System Administrator logs into Synergy then the updated license is applied, and the new module MYOB AccountRight Live Connect can be found.
  4. A time is arranged for a Synergy Consultant to configure the settings and train your companies finance or accounts contact on using Synergy Connect.
  5. After the configuration is complete, you are ready to use Synergy Connect. Follow the 'Run the Connect sync' instructions below.

The initial configuration should be completed by a Synergy consultant. If this has not yet been completed, then please contact Synergy Support for assistance.

ClosedRun the Connect sync

Complete the following steps to run the sync with MYOB AccountRight Live:

  1. Open Synergy > Connect > MYOB AccountRight Live Connect.
  2. Click the 'run' button in the toolbar in the top right.
  3. Choose if your MYOB company file is stored 'locally', on a 'network' server, or in the myob 'cloud'.
  4. Select your company file, and enter the company file login details. Learn more about the login process for MYOB AccountRight Live Connect.
  5. The settings for MYOB should have already been configured with help of a Synergy consultant.
    IMPORTANT NOTE: If you move your MYOB company file from one location to another (i.e. from locally on your PC to the MYOB cloud), then you need to re-configure MYOB AccountRight Live connect and it's setting in Synergy. If you move your company file, please contact Synergy Support.
  6. Click the Preview button (bottom toolbar) to review what data will be sent to MYOB AccountRight Live.
  7. Review the results shown on each of the tabs. Check this is the data you want to transfer, and skip an records you do not want to transfer. Learn more about the Preview the results for Connect sync in this topic.
  8. Click the Run button (bottom toolbar) to start the sync.
  9. The sync will complete in approx 1 minute. Please wait until the result screen is shown.
  10. The result screen shows a report of who ran Connect, what information was transferred via the sync, what settings were used in Connect, and how long the sync took to complete. Learn more about the Synergy Connect reports.
  11. The Connect sync is complete. Click the Close button.

Tip: Need help using MYOB AccountRight Live Connect? Try looking at this topic - Tips and tricks on using MYOB AccountRight Live Connect.

Want to learn more?

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

 

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