MYOB V19 Connect Settings

Setup required before use	Who Can Use It?	Where Is It?
64bit PC setup Windows 7 setup Install drivers Activate drivers MYOB preparation for sync	Administrator System Administrator	Connect > MYOB Connect

1. Select New Connection.
2. Provide a name to distinguish it from the other datafile.
3. Pay particular attention to changing the Connection settings on the General tab as detailed below.
4. Select the Filters tab and apply relevant sync filters to process transactions to different datafiles.
5. Review each tab to ensure the settings are correct for the new datafile connection.
6. Save.

Provide a name to the data file connection (you can override (Default Connection)).

• Preview data before exportChecking this box will display the configuration settings before a transfer takes place in case you need to apply filters and exclude data from export.
• Stop export if any errors are detectedThe export will stop if any errors are detected at the time you attempt to run the sync. It may be there is no income or expense account setup. Errors will be displayed on the MYOB Connect screen where information is provided as to what needs to be done to rectify the errors.  

Synergy Connect will assume all invoices should be transferred from Synergy to MYOB.  So, it is very important to indicate from what date you want the transfer of invoices and payments to start from.  No invoice, payment or expense will be transferred prior to this date.

Select the version of MYOB currently being used - NOTE Synergy supports MYOB Accounting 15, MYOB Accounting Plus 15 plus & Premier 9 and up for Australia, or MYOB V19.5 for New Zealand.

Store where your MYOB datafile resides, the version you use and the user name and password.

• Data FileThis is the location of the MYOB datafile that Synergy will send invoices to and receive payments from.  Click the Browse button to locate the file.  NOTE  Synergy will always want to link to this datafile.  If the name or location changes, this path will also need to be reset i.e. when a new version of MYOB is installed.
• MYOB ExecutableLocate the MYOB executable file (.exe) that you use when you open MYOB.  This may be setup on your local PC or on the server.  Click the Browse button to locate the file.  NOTE  Synergy will always want to link to this executable.  If the location changes, this path will also need to be reset i.e. when a new version of MYOB is installed.
• User nameType the name of the user that has access to run the interface in MYOB.
• PasswordType in the password for the above user on the MYOB datafile.

Revert to the default settings upon installation of the Connect module.

Will set the transactions back to their original position, this will aid in reconciling that all invoices have transferred to MYOB as well as payments.

You have project prefixes SYD (Sydney projects) and BNE (Brisbane projects).

Invoices generated against SYD projects need to go to the Sydney MYOB datafile, while the BNE project invoices need to go to the Brisbane datafile.

1. Select Invoice Filter.
2. Expand Project Filters.
3. Select Project Prefix. Use the option IS or Contains and start to type in the criteria for example SYD project prefix. Save.  
4. Go to the new connection data file and repeat the same filter but for BNE project prefix. Save. 

• Project Attributes
• Project Office Name
• Invoice Prefix (if different invoice numbers are set for different offices)

One of the following options must be selected, however it will depend on how you want the Invoice data to be displayed once it's imported to MYOB.

1. Select one of the options from the Source drop down. The recommended option is Headers with lines grouped by tax or Invoice with sub projects. 
2. Select New Segment.
3. Select the area in Synergy where you've allocated the Income codes against:

Segment Option	What to do next	Further configuration
Fixed Value	Enter your income code as set in MYOB including the dash
Contact	-	Ensure that income codes have been allocated to the items within the Option selected.
Contact attribute	Select the attribute group from the drop down list.
Project attribute	Select the attribute group from the drop down list.
Discipline	-
Cost Centre	-

The project number from Synergy will not be added to the invoice in MYOB.

Allows the 8 project number from Synergy to be inserted to the Job field within a sale in MYOB.  If you are already entering jobs within MYOB, unless they are the exact same 8 digit number found in Synergy, a new record will be created within MYOB.

Each sub project has a cost centre.  The cost centre can be inserted to the job field within a sale in MYOB.  NOTE the cost centre name in Synergy must be 8 characters or less. 

Each sub project has a discipline.  The discipline can be inserted to the job field within a sale in MYOB  NOTE the discipline name in Synergy must be 8 characters or less. 

An attribute can be applied to every project and could also be used to break down in to a job field within the invoice in MYOB. However only 1 job field per invoice can be allocated within MYOB.

Select the Attribute group that has been setup with income account codes.  Every Contact will need to have an Account Code recorded against them for this option to work.

Contacts in Synergy need to be identical to those in MYOB for the sync to work properly.

• No Export ContactsNo contacts will be added to MYOB
• Export All ContactsThis will add all contacts - not just those attached to an invoice - from the Synergy database to the MYOB database as a Customer card file.  Any new entries made within Synergy will be added each time a batch is created.  The Card file in MYOB will also be updated where address, phone details are changed in Synergy
• Export Contacts with Invoices - MOST COMMONContacts associated with an invoice in the current batch will be sent to MYOB.  The Card file in MYOB will also be updated where address, phone details are changed in Synergy.  Any new entries made within Synergy will be added each time a batch is created. 

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  Read more on Card ID's

MYOB has a limit of 50 characters for customer names.  As Synergy allows 100 characters, there may be a need to truncate the customer name to 50 characters.  If this setting is not set the invoice will not be imported to MYOB, as Synergy refers to the full name of the customer - which if it is still 100 characters will be unable to locate the customer in MYOB.  Payments will then also be refused import into Synergy and MYOB.

To avoid this problem either set the system to truncate customer 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 customer name.

As payments are entered in MYOB, this selection will not transfer any payments from MYOB to Synergy.  Payments will need to be manually entered into Synergy. 

As the batch is run for invoices, Synergy will receive any payments made to an invoice from MYOB automatically at the same time.  The filters applied to the Invoice Filters tab in the settings are also applied the payments being imported from MYOB.
Refer to the screen shot below as to what information will be transferred from MYOB to Synergy view example 

• Back date period (days)At times there may be a need to back date a payment in MYOB, perhaps for re-entry purposes. If this is the case, the back date period will check this amount of days back and import payment you've entered prior today and that have been made since your last sync. By default Synergy will only obtain new payments that have been made since the last sync.  
• Import updated payment detailsThe information imported to MYOB from Synergy cannot be edited, however if you've selected to Import payments from MYOB, then if the details are updated in MYOB they will also be updated in Synergy.
• Check for removed paymentsPayments are entered in MYOB and then sync'd to Synergy. If the payment is removed from MYOB, then it makes sense for it to be removed from Synergy as well. Checking this box will ensure the payment is removed from Synergy. Upon re-entering the payment in MYOB, at the next sync session, the new payment will be imported. Remember to check the back date period though - if you back date the payment in MYOB, it may not sync to Synergy.    
• Include payment number in note fieldAll payments entered in MYOB will default to an automatic payment number. This check box will import that payment number and add it to the note field within the payment in Synergy. This will help reconcile both systems.  

This option would be used if your bookkeeper doesn't enter Customer receipts in to MYOB on regular basis.  It will allow staff to add the payment within Synergy each day and then when the bookkeeper arrives can run the sync and have all invoices and payments processed since last visit import straight in. The filter entered on the MYOB Invoice Filters tab are also applied to the payments being exported.

Deposit AccountEnter the deposit account that the payments should be sync'd to in MYOB. You may wish to use the 'Undeposited Funds' account so you can continue to run your Prepare Bank Deposit. 

1. Select one of the options from the Source drop down. The recommended option is Export All Expenses. 
2. At Supplier expense account, select New Segment.
3. Select the area in Synergy where you've allocated the Expense codes against.

Option	What to do next	Further configuration
Fixed Value	Enter your income code as set in MYOB including the dash
Contact	-	Ensure that expense codes have been allocated to the items within the Option selected.
Contact attribute	Select the attribute group from the drop down list.
Project attribute	Select the attribute group from the drop down list.
Discipline	-
Cost Centre	-
Expense Type	-

4. Save and Close the Supplier expense account window.
5. At Suppliers, select Supplier Source option. This will create a Card file for the supplier in MYOB. 
6. Select if Card ID's are required and if Card prefix is required.

1. Select one of the options from the Source drop down. The recommended option is Headers with lines grouped by tax or Invoice with sub projects. 
2. At Staff Expense Account, select New Segment.
3. Select the area in Synergy where you've allocated the Expense codes against.
   

Option	What to do next	Further configuration
Fixed Value	Enter your income code as set in MYOB including the dash	-
Staff attribute	Select the attribute group from the drop down list.	Ensure that expense codes have been allocated to the items within the Option selected.
Project attribute	Select the attribute group from the drop down list.
Discipline	-
Cost Centre	-
Expense Type	-

4. Save and close the Staff Expense Account window.
5. At Staff, select Staff Source option. This will create a supplier Card file for the staff in MYOB. 

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