Settings for MYOB AccountRight Export

Setup required before use	Who Can Use It?	Where Is It?
Prepare MYOB before sync	Administrator System Administrator	Connect > MYOB Export

1. Select Settings.
2. Select the General tab.
1. Select a 'start from' date.
2. Select the Version of MYOB AccountRight you are currently using.
3. Invoice filters allow you to exclude particular records from the export.
4. Set your MYOB AccountRight income code on the Invoices tab.
5. If you currently add a project number in the job field in MYOB AccountRight you can set that on the Jobs tab.
6. Select the Cards tab:
1. Export each Contacts linked to an invoice
2. Set whether Card ID's will be used
7. Save.

• NameProvide a name for the data file i.e. your company name.
• Preview data before exportA summary window of jobs, cards and invoices being processed in the batch run will be displayed.
• Stop export if any errors are detectedTick this option to stop the export from occurring if errors are found during the creation of the export files.

Nominate when you plan to start using the Export files for example 1/7/2008.  Any invoices dated prior to this date will not be exported to MYOB AccountRight.

Select the version of MYOB AccountRightcurrently being used NOTE Synergy supports only MYOB Accounting 15, MYOB Accounting Plus 15 & Premier 9 and up.  If your current version of MYOB AccountRightdoes not appear in the list, please contact support.

You have 2 income codes - Residential and Commercial. These have been created as an attribute and attached to the project. 

Invoices created for the Residential attribute projects need to go to one account code and the remaining invoices to go to the Commercial income code in MYOB AccountRight.

1. Select Attributes from the Project filters.
2. Select the attribute group e.g. Project sector.
3. Select the attribute item e.g. Residential.
4. Add to filter.
5. Save.
6. Go to the Invoices tab and set your account code to match the Residential code in MYOB AccountRight.
7. Run an export batch and import to the MYOB AccountRightdata file.
8. Then return to the Invoice filter.
9. Remove the existing attribute filter.
10. Replace with the next attribute item in the list.
11. Change the account code on the invoices tab to match the next attribute item in the list.
12. Run an export batch and import to the MYOB AccountRightdata file.
13. Repeat for each income code/attribute combination.

Export Invoice Header lines grouped by tax The Project Title will appear in the description field, and no sub project information will be displayed.  The invoice will appear in MYOB AccountRightas one line for each different tax component.  This will separate out any invoiced values contained on a sub project set as GST Free and the remainder in a GST applicable line in MYOB AccountRight.  Refer to GST free sub projects here.

Export Invoice with Sub ProjectsMOST COMMON Each sub project on the invoice will be detailed in the description in MYOB AccountRight- even if it’s a zero claim this invoice. E.g. there are 2 sub projects being invoiced - Concept Design ($5,300) and Design Development ($4,200). The value being invoiced for each sub project will be itemised in MYOB AccountRight. However no percent complete or previous amounts claimed will be transferred - only this claim. 

Invoices produced out of Synergy need to be posted to an Income Code in MYOB AccountRight.

1. Select New Segment.
2. Select Fixed Value from the list.
3. Type your income code including the dash i.e. 4-1000.
4. Save and Close.

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

Allows the project number from Synergy to be inserted to the Job field within a sale in MYOB AccountRight.

No contacts will be added to MYOB AccountRight.

This will add all contacts - not just those attached to an invoice - from the Synergy database to the MYOB AccountRight database as a Customer card file - the Contact Categories are not utilised in MYOB AccountRight.

Only those contacts associated with an invoice in the current batch will be sent to MYOB AccountRight.

If you currently use the Card ID as a tracking record in MYOB AccountRight the Card ID can be added to the Contact in Synergy and exported with the card file  more...