Edition: Professional, Business, Enterprise
User-level: Director, Assistant Administrator, System Administrator
Requirements: MYOB access level of Administrator
Configure the available setting options to customise how invoices, credit notes, bills, and staff expenses are synced from Synergy to MYOB using MYOB ARL Connect.
The Export from date in the General settings is used to set the date range for data synced between Synergy and MYOB.
As MYOB supports fewer characters on contact records, MYOB Connect will shorten the name as required to allow your Synergy contacts to sync to MYOB.
The S- prefix is added to the Synergy contact unique ID when syncing bills and staff expenses to MYOB. This ensures the contact will be created as a Supplier contact in your MYOB card file.
Invoice settings are used to customise the information shown on invoices and credit notes, such as invoice text, invoice journal memo, and jobs.
Filters allow you to limit which invoices and credit notes will be synced to MYOB.
Account code mappings determine which asset or revenue accounts your Synergy invoices and credit notes will be allocated to in MYOB.
A fixed asset account is used as the default, with the option to select a different asset or revenue account. You can also select either cost centre or discipline as an alternative.
Payment settings control if invoice payments are imported from MYOB or exported to MYOB. Import payments is the default setting.
Map the office that will be sent to your MYOB Categories list. The default option is None but if you use multi-office in Synergy and Categories in MYOB, Office can be selected from the drop-down list.
Bill settings are used to customise which information is shown on purchases, such as the bill note and bill line description.
Filters allow you to limit which bills will be synced to MYOB based on cost centre or discipline.
Account code mappings determine which expense or cost of goods sold accounts your Synergy bills will be allocated to in MYOB.
A fixed cost of sales account is used as the default, with the option to select expense type as an alternative.
Staff expense settings
Staff expense settings are used to customise which information is shown on staff purchases, such as the staff expense note, and other details from the staff cash or travel expense entry
Filters allow you to limit which staff expense will be synced to MYOB based on the project prefix.
Account code mappings determine which expense or cost of goods sold accounts your Synergy staff expenses will be allocated to in MYOB
A fixed expense account is used as the default, with the option to select expense type as an alternative.
Tax settings map Synergy tax codes to MYOB tax code options for invoices and expenses.
This article describes the default MYOB ARL Connect settings.
Where to next?
What other features does this relate to?