Use customise fields for syncing data to MYOB

Invoices and Expenses can be sent to MYOB and allocated against a single account code (Fixed Value option). However more than likely you will have multiple income or expense codes in MYOB and therefore the transactions from Synergy need to be allocated to these various account codes. 

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

Expense Types

Sub project cost centre

Sub project discipline

MYOB Connect settings

Administrator

System Administrator

Default Data > Attributes

In summary

The following options are available to utilise features such as Attributes, cost centre and expense types to ensure Invoices and Expenses are allocated to the appropriate account codes.

You can use these features for syncing Expenses and Invoices

 

Invoices

Supplier Expenses

Staff Expenses

Project attribute

Contact attribute

Staff attribute

Contact

Discipline

Cost Centre

Expense Type

Fixed Value

Adding account codes

Complete the steps below for the type of account code you want to add:

ClosedProject/Contact/Staff Attribute
  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. 5-1100.
  4. Repeat for each attribute in the group.
  5. Save and Close.
ClosedDiscipline/Cost Centre

if you're attaching Disciplines and Cost Centres to sub projects and you're reporting in MYOB matches this, then use this option for Invoices 

  1. Open Discipline or Cost Centre (Default Data).
  2. Enter an account code in the Account code field - including the dash e.g. 5-1100.
  3. Repeat for each Discipline or Cost Centre.
  4. Save and Close.
ClosedExpense Types

this would be the option used for Supplier and Staff Expense sync 

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

Multiple account codes

Some of the options above only allow you to sync transactions to a single account code - meaning each Invoice or Expense may not be broken down across multiple account codes.

Example

Invoice 95 has work for Engineering services and Architectural services. The project has been setup with 2 sub projects with the disciplines Eng and Arch attached. In MYOB there is also 2 different account codes for the 2 services, so I want the Invoice amounts to be allocated to the appropriate codes.  

 

Single account code

Can split invoice/expense to multiple account code

Project attribute

Contact attribute

Staff attribute

Contact

Discipline

Cost Centre

Expense Type

Fixed Value

Tip: If an account code is missing from one of the above fields, then a warning will occur at the time of the sync that the code will need to be added - data won't sync if the code is missing.

Want to learn more?

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

 

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