Expenses sync checklist

Here's a sample of 2 identical contacts in MYOB AccountRight. You don't have to rename either of these, instead: 

1. Open MYOB Connect > Settings.  
2. Select Contacts. Check the option Use Contact Card ID. Save.  
3. Open the Contact in Synergy. Enter a unique Card ID, in this case I'm going to enter SPCL. 
4. Open the same Customer Contact in MYOB AccountRight. Enter the same unique Card ID against the Customer Contact. 

Even though there's 2 Contacts in MYOB AccountRight, you will only have 1 in Synergy. So what we do is add a prefix to the card ID against the Supplier Contact in MYOB AccountRight.  

1. Open MYOB Connect > Settings.  
2. Select Supplier Expenses. Check the option for Use Contact Card ID. Enter SUP- in the Card prefix field. Save.   
3. Open the Contact in Synergy. Enter a unique Card ID, in this case i'm going to enter SPCL. You don't need to add the SUP- card prefix.  
4. Open the Supplier Contact in MYOB AccountRight. Enter a unique Card ID SUP-SPCL. This is appending the prefix with the Card ID in Synergy.  

Staff expenses are paid via the Supplier card in MYOB, not through the Employee card. This means there will be 2 Cards for the one staff record in MYOB - 1 is a Supplier type and 1 is an Employee type. So similar to how you're unable to have 1 Customer and 1 Supplier with the same name, you can use Card ID's to get around this.  

1. Open MYOB Connect > Settings.
2. Select Staff Expenses. Check the option for Use Staff Card ID . Enter SUP- in the Card prefix field. Save.   
3. Open the Staff in Synergy. Enter a unique Card ID. You don't need to add the SUP- card prefix.  
4. Open the Staff Supplier Contact in MYOB AccountRight (not the Employee record). Enter a unique Card ID including the Card Prefix SUP- e.g. SUP-RH. This is appending the Card ID prefix with the Card ID in Synergy.  

The one Contact in Synergy is used for syncing transactions where the Contact is attached to Invoices and Expenses. By adding a Card ID to the one Contact in Synergy and using the Supplier Card Prefix of SUP- this determines which transactions need to go where in MYOB AccountRight. 

The final scenario is you have 1 Contact in Synergy for Project Invoices and 1 for Supplier Expenses. They would be spelt differently: 

ABC Con - Customer

ABC Construction - Supplier

Say for example they are spelt differently in MYOB too.

ABC Con P/L - Customer

ABC Construction Pty Ltd - Supplier

They are all essentially the same Company, however you would like to keep them the way they are. By using Card ID's its doesn't matter what you name them in either system. Accounting personnel may update MYOB, but not update Synergy. If you're not using Card ID's this can result in additional records being created in MYOB AccountRight and transactions not syncing.  

	Synergy		MYOB
	Customer name	Card ID	Supplier	Card ID
Synergy	ABC Con	ABC1	ABC Construction	ABC2
MYOB AccountRight	ABC Con P/L	ABC1	ABC Construction Pty Ltd	SUP-ABC2

Prior to the 4.9.4 release upgrade, the tax code sent is from the project (or sub project). Locate expenses (invoice/bills) topic to learn more.

NEW 4.9.4 After the upgrade to 4.9.4 the tax code sent is from the disbursement line from the supplier expense (bill). Read more about the changes to Connect in the 4.9.4 release.

The tax code sent is from the expense disbursement line (within Expenses (Invoice / Bills). Locate expenses (invoice/bills) topic to learn more. This applies to all Synergy releases after 4.8.0.

The tax code sent is entered against each transaction on the Cash Expenses tab. Locate time and expenses topic to learn more.

Travel expenses are by default set to 'Tax Free'.