Connect Supplier Expense Settings

All Expenses will be allocated to the one Expense Account in MYOB orQuickBooks (Reckon Accounts Premier). Enter the account code all Expenses will be sync'd to.
MYOB Settings only - Available when the Supplier Expenses Source types of 'Export Expense header only' or 'Export Expense header with disbursement lines' is selected. 

Use this option if the account code has been entered in the 'Account Code' field on the Synergy Contact. The entire expense will be sync'd to a single contact account code.Locate Contact account codes topic to learn more.

MYOB Settings only - Available when the Supplier Expenses Source types of 'Export Expense header only' or 'Export Expense header with disbursement lines' is selected.

An expense account can be stored within the Contact Attribute in Synergy, and then assigned to a Contact.  This option will break down the sub project detail. The whole expense will be sync'd to the single account as attached to the Attribute. Locate Attach_Attributes to learn more.

MYOB Settings only - Available when the Supplier Expenses Source types of 'Export Expense header only' or 'Export Expense header with disbursement lines' is selected.

Using the Attribute, firstly we assign an attribute to the project.  Within Default Data > Attributes you will store the Expense code.  The whole Expense is allocated to one Expense code, though you do see the sub project detail in MYOB or QuickBooks (Reckon Accounts Premier). 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 QuickBooks Connect Settings - Invoices to learn more.

MYOB Settings only - Available when the Supplier Expenses Source type of 'Export Expense header with disbursement lines' is selected.
NOTE: This option cannot be used if you disburse expenses against the <office> project.

If Expense account codes have been allocated to the disciplines, select the option discipline from the drop down list.  When the Expense is allocated to a sub project, the expense will sync to whichever account code has been assigned to the discipline within the sub project. If an expense is allocated to multiple sub projects, potentially the one expense may be split across multiple account codes (disciplines) as well. 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 Sub project discipline to learn more.

MYOB Settings only - Available when the Supplier Expenses Source type of 'Export Expense header with disbursement lines' is selected.
NOTE: This option cannot be used if you disburse expenses against the <office> project.

If Expense account codes have been allocated to the cost centres select the option cost centre from the drop down list.  Each Expense will be split over the relevant Expense account codes according to the code attached to the cost centre. 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.  view example

MYOB Settings only - Available when the Supplier Expenses Source type of 'Export Expense header with disbursement lines' is selected.
NOTE: This option cannot be used if you disburse expenses against the <office> project.

An account code can be stored against the Expense types so that when expenses are sync'd the expenses are allocated to the correct expense accounts in MYOB orQuickBooks (Reckon Accounts Premier)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.

MYOB Settings only - Available only when the Supplier Expenses Source type of 'Export Expense header with disbursement lines' is selected.
Note: This option is recommended for use if you disburse expenses against the <office> project.

No contacts will be added to MYOB or QuickBooks (Reckon Accounts Premier).

Contacts associated with an expense in the current batch will be sent to MYOB orQuickBooks (Reckon Accounts Premier).  The Contact in MYOB or QuickBooks (Reckon Accounts Premier) will also be updated where address and phone details are changed in Synergy.  Any new entries made within Synergy will be added each time a batch is created and expenses are ready to be sync'd.

MYOB has a limit of 50 characters for supplier names.  As Synergy allows 100 characters, there may be a need to truncate the supplier name to 50 characters.  If this setting is not set the expense will not be imported to MYOB, as Synergy refers to the full name of the supplier - which if it is still 100 characters will be unable to locate the supplier in MYOB.

To avoid this problem either set the system to truncate supplier names to 50 characters or otherwise utilise CARD ID's - a unique field stored within Synergy and MYOB allowing the 2 systems to synchronise information regardless of the supplier name.

If you currently use the Card ID as a tracking record in MYOB the Card ID can be added to the Contact in Synergy and exported with the card file.  This option is really useful when the Contact name in Synergy and the card file in MYOB are not identical or you have 2 Contacts with the same name  Locate MYOB Expenses sync checklist to learn more.

You more than likely have 1 Contact in Synergy however may have the same Contact setup in MYOB as a Customer and also as a Supplier. To ensure transactions sync correctly to MYOB, these 2 records need to be unique. The best way to do this is use a Card Prefix, that is added to the Supplier Card in MYOB.    Locate MYOB Expenses sync checklist to learn more.

This is a good idea if you do business with an organisation who is attached to both Invoices and Expenses. Basically because you cannot have duplicate card names in MYOB or QuickBooks (Reckon Accounts Premier) - whether one be set as Customer and one as Supplier, when the sync occurs the MYOB ODBC or QuickBooks (Reckon Accounts Premier) driver does not know which Contact to allocate the expense (or invoice) to. By adding a suffix of S- or SUP, this will create a unique record in MYOB so expenses and invoices will sync successfully placing the suffix at the end of the name.