Edition: Professional, Business, Enterprise
User-level: Assistant Administrator and higher
Previous steps: N/A
MYOB ARL Connect is used to sync data from Synergy to your MYOB AccountRight Live company files.
The sync process allows you to configure the Connect settings and preview the records to be exported. Records can be skipped when required and error messages are displayed for any records that can't be synced. A list of the previous 10 Connect sessions is also available.
Why use MYOB ARL Connect?
Using MYOB ARL Connect removes the need to manually enter the same data in both Synergy and your MYOB company file.
Invoices, credit notes, bills, and staff expenses can be synced from Synergy to MYOB. Invoice payments can be synced from MYOB back to Synergy, or from Synergy to MYOB.
New contacts entered in Synergy are created in MYOB when a Synergy bill or invoice using that contact is synced. Invoice contacts are synced to the customer card file in MYOB and bill contacts are synced to the supplier card file.
The settings in MYOB Connect allow you to configure how Synergy invoices, bills, and expenses will be synced to MYOB. These settings are used to select which accounts the Synergy data will be synced to, and also if the MYOB jobs list will be updated. The settings are pre-configured with the most commonly used options but can be easily adjusted to suit your requirements.
Multiple MYOB files are also supported with the ability to configure and save Connect settings for each file.
Access levels
Only staff with a Synergy access level of Assistant Administrator or higher can access the Connect to Accounting menu option in Synergy.
The account used to log into the MYOB company file must be in the format of user name and password as this is required by MYOB's API. The MYOB user account must also have full Administrator access to the MYOB company file.
Authentication
Staff syncing to MYOB ARL Connect must authenticate to my.MYOB using their MYOB email address and password during each Connect session.
The first time an organisation runs MYOB Connect, Synergy will request access to its MYOB company files. This message no longer appears once access has been granted.
Once authenticated, you can select your company file and log into it using a username and password.
What can I sync?
The following records can be synced from Synergy to MYOB during a Connect session:
Contacts - customer (invoice) and supplier (bills & staff expenses)
Invoices
Credit notes
Invoice payments
Jobs
Bills
Offices (categories only)
Staff expenses (cash and travel)
Invoice payments (optional)
The following records can be synced from MYOB to Synergy during a Connect session:
Invoice payments
Export from date
The Export from date controls the timeframe Connect uses to check for data that can be synced from Synergy to MYOB.
Any entries before the selected date will not be checked:
Invoices - Synergy invoice date
Credit notes - Synergy credit note date
Payments - payment date in either Synergy or MYOB AccountRight Live
Bills - Synergy bill date
Staff expenses - Synergy transaction date for staff cash and travel expenses
The Export from date can be adjusted as required. Bringing the date forward helps to reduce the amount of time required for Connect to search for items to preview
Overview of tabs
The Connect screen is tabbed, with each tab providing a different function.
Preview tab - use this tab to preview records that can be included in the sync. Records that can't be synced are highlighted with error messages explaining why they have errored. The sync can't proceed until the highlighted records are amended or skipped. The Export Data From date selector is also available on this tab.
History tab - use this tab to see details of the last ten Connect sessions. Details include the staff name, the date and time of the sync, and a list of the records that were processed. This tab also displays any additional error messages that may be returned from MYOB when items can't be posted to the company file.
Skipped Records - use this tab to view items that have been skipped in the preview. Once skipped, items will not be included in subsequent previews. These records can however be added back into the preview by re-selecting them on this tab.
Settings - use this tab to configure the settings used to sync invoices, bills, and staff expenses to your MYOB company file.
Where to next?
What other features does this relate to?
N/A