Exporting from date
Updated over a week ago

The 'Export from date' setting allows you to control how far back in Synergy that Connect checks for data like:

  • Invoices (Synergy invoice date)

  • Credit Notes (Synergy credit note date)

  • Payments (invoice payment date in either Synergy or MYOB AccountRight Live)

  • Bills (Synergy supplier / subcontractor bill expense date)

  • Staff expenses (Synergy transaction date for cash and travel staff expense)

The export date defaults to the first day of the current month when you first open MYOB ARL Connect. Update this date to be the date that you will start using MYOB AccountRight Live Connect from, e.g. the cut over date. Update the date using the calendar or by typing a new export from date.

At the end of each financial period, this export from date should be updated to be either the end of the year (calendar or financial) or quarter. This ensures that Synergy doesn't try to lookup and send over data from a past period that is already locked in MYOB AccountRight Live. The other advantage to rolling this date forward is that the Connect Preview screen loads quicker, as there is less data to check when preview is working out what to display. This is important as the preview sync screen is loaded it checks each item against MYOB AccountRight Live to see if already exists, and then only the items required to be sent are shown in the preview window.

Did this answer your question?