Edition: Professional, Business, Enterprise
User-level: Director and above
Previous steps: MYOB Overview
Under MYOB Connect settings, you can enter MYOB Account codes. This article will walk you through setting this up so that you can map MYOB asset and/or revenue codes for cost centres or disciplines.
Go to the Organisation drop down menu > Settings > Project Lists.
Select Cost centres if Synergy cost centre has been selected as the MYOB account code mapping option in your MYOB Connect settings like so:
Select Disciplines if Synergy discipline has been selected as the MYOB account code mapping option in your MYOB Connect settings like so:
Click the pencil icon at the end of the row you want to edit.
Click in the account code.
Double-click on the cost centre name or discipline name to edit the details.
Enter the relevant code in the Account code field > down arrow > Save and close.
Entered account codes will be displayed against each entry in the list.
MYOB Connect will use the account codes from those lists to sync your Synergy invoice revenue to the matching code in your MYOB chart of accounts.
Tips!
Make sure the correct cost centre and disciplines have been selected on project stages before invoicing them. Synergy uses the cost centre and discipline that's configured on a stage when an invoice is created when syncing to MYOB.
Where to next?
N/A
What other features does this relate to?
MYOB Connect Overview