Process Invoices and Payments for MYOB Connect

Synergy has developed an automatic integration between Synergy and MYOB - Synergy Connect.  This allows invoices to be added to MYOB with the click of a button and invoice payments made in MYOB will travel back to Synergy.

Getting Started

Setup required before use	Who Can Use It?	Where Is It?
Settings Install drivers Activate drivers Prepare MYOB before sync	Administrator System Administrator	Connect > MYOB Connect

Run Synergy Connect

Complete the following steps:

1. Click the run button to create the sync.
2. The sync will now start processing, jobs > cards > invoices > payments > credits.  Once this is complete a result will be displayed in the Connect window. 
3. Click the + against the results indicator to see which transactions were sync'd between the 2 systems and if there were rejections:

	A green tick indicates all records transferred successfully between Synergy and MYOB
	A red tick indicates some records were successfully transferred and some were not
	A red cross indicates no records were transferred
	A warning indicates a record has been skipped.  This could be because the invoice or payment already exists in MYOB
	A red circle indicates no connection was made between Synergy and MYOB.  An error will pop up to detail why nothing has occurred.  Most commonly it's because MYOB has been upgrade and the MYOB data file has either been renamed or moved or the MYOB ODBC is not functioning

Cancelled or Credit Invoices

If an Invoice has been cancelled or credited in Synergy a record will also be created in MYOB.  The cancelled or adjusted invoice record will appear on the account as a credit transaction, negating the original Tax Invoice transaction.

To apply: within MYOB go to Sales Register > Settle Debits/Credits > select the credit and Apply to Sale

Zero dollar($0) credit notes NEW 4.7.4

Zero dollar ($0) credit notes will not be transferred in the sync process. If a zero dollar ($0) credit note exists it will be excluded from the data sent in the sync process, and will be shown as a warning message in the connect sync report.

Tip: If you require the information from the zero dollar credit note in MYOB AccountRight, the data will need to be manually entered into MYOB AccountRight.

Invoice Adjustments

Bad Debts in Synergy will appear in MYOB as an Adjustment.  Changing the status of an invoice to Paid, when no payment was received indicates a bad Debt, therefore writing off the balance of the invoices, without adjusting the original invoice value.  You can open the Sale in MYOB and modify the account code as necessary for Bad Debt write offs.

To apply : within MYOB go to Sales Register > Settle Debits/Credits > select the credit and Apply to Sale

Reset the datafile

Each time sync is created with MYOB Connect a flag is allocated against the invoice, credit and payment.  This is stored in the database so next time the sync is executed, we know not to send it over again.  If the datafile is reset, this flag is removed.  The next sync that is generated will detect that the invoices, credit and payment records need to be exported. 

Payments

Sync to MYOB

It's very important to note that if a payment is entered in Synergy and sent to MYOB, that if a change is made in Synergy i.e. it is deleted, we are unable to make the change in MYOB. You will need to do this manually. Though if the payment is deleted from MYOB, the payment will then be deleted from Synergy as well. The new payment as entered in MYOB will also be sent across to Synergy.   

Reverse a credit

If a credit has been created in error, this action can be undone. This will also affect the information going across to MYOB. Please follow these steps to apply the credit reversal correctly.  

Undo the credit in Synergy:

1. Go to the Invoices tab within a project.
2. Highlight the invoice number that was credited and select the Credit summary button .
3. Double click the Credit.
4. Select Action.
5. Undo Credit.
6. Run the sync to MYOB.

The credit reversal can be found within MYOB under Open Invoices - it will not appear under returns and credits.

If you've already applied the first credit in MYOB:

You will need to Delete the Credit Sales Journal from MYOB. The invoice in MYOB will now reflect the original amount invoiced. 

To cancel out the credit and the credit reversal:

1. If you've not yet applied the credit to the original invoice in MYOB it will be available under the Returns and Credits.
2. Highlight and select Apply to Sale.
3. Apply the credit to the credit reversal that appears in the list with the same amount, which is the result of you Undoing the credit.

Undo a completed Sync

If you need to Undo a previous Sync follow the steps below.

1. Select the Completed Sync for the correct Datafile from the list.
2. In the MYOB AccountRight Connect toolbar click on the Undo icon.
3. Click Yes to the warning message shown.
4. The Undo will now be complete and a row is added showing the Undo icon within the results list at today's date and time.

Locate Rollback a completed MYOB sync - Troubleshooting topic to learn more.

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