Edition: Professional, Business, Enterprise
User-level: Assistant Administrator and above
Previous steps: MYOB Overview
MYOB Connect allows you to map the MYOB account codes that your Synergy invoices, bills, and staff expenses will sync to.
The Synergy record type determines which type of account can be selected. The MYOB accounts must be configured as Detail accounts as syncing to Header Account is not supported by the MYOB API.
Account Code Mapping
Synergy invoices can be mapped to Asset or Income accounts.
Available options are a Fixed MYOB account, Synergy discipline or Synergy cost centre.
Fixed MYOB account - select a MYOB Asset or Income account from the drop-down list. All invoices will be synced to this account when this option is selected.
Synergy discipline - account numbers entered against disciplines under the Organisation menu > Settings > Project lists > Disciplines are used when this option is selected.
Synergy cost centre - account numbers entered against cost centres under the Organisation menu > Settings > Project lists > Cost centres are used when this option is selected.
Bills entered in Synergy can be mapped to Cost of Sales or Expense accounts. Available options are a Fixed MYOB account or Synergy expense type.
Fixed MYOB account - select an MYOB Cost of sales or Expense account from the drop-down list. All bills will be synced to this account when this option is selected
Synergy expense type - account numbers entered against expense types under the Organisation menu > Settings > Project lists > Expense type are used when this option is selected
Synergy cost centre - account numbers entered against cost centres under the Organisation menu > Settings > Project lists > Cost centres are used when this option is selected
Staff cash and travel expenses entered in Synergy can be mapped to Cost of Sales or Expense accounts. Available options are a Fixed MYOB account or Synergy expense type.
Fixed MYOB account - select an MYOB Cost of sales or Expense account from the drop-down list. All bills will be synced to this account when this option is selected
Synergy expense type - account numbers entered against expense types under the Organisation menu > Settings > Project lists > Expense type are used when this option is selected
Synergy cost centre - account numbers entered against cost centres under the Organisation menu > Settings > Project lists > Cost centres are used when this option is selected
By using the available account mapping options in Connect, you can make sure your synced data is allocated to the correct accounts in MYOB.
Tips!
Entering an account code of the incorrect type on your Synergy cost centres, disciplines or expense type lists will result in an error on the Connect preview. This is easily fixed by editing the account code and changing it to the correct type
Where to next?
What other features does this relate to?
N/A