All Collections
Australasia Region
ANZ - Integrations
MYOB Integration: How to set up MYOB integration in Payapps
MYOB Integration: How to set up MYOB integration in Payapps

Do you use MYOB for your accounting/book keeping? Read this article to find out how to integrate it with Payapps

I
Written by Ian
Updated over a week ago

This article will show you how to set up Payapps to integrate with MYOB so that when you submit a claim, it will automatically generate an invoice in MYOB.

Setting up Integration

Step 1 - Click on the 'Hello, <name>' option at the top right. Choose 'My Account'

Step 2 - Select the Add-Ons tab to bring up your integration options. Select MYOB.

Step 3 - Click the Connect to MYOB button

Step 3 - You will be redirected to a login screen. Enter your MYOB login details

This will establish a connection between Payapps and your MYOB account

Step 5 - Choose the appropriate company file from the drop down menu

Note: The Company File access details are different to your MYOB Online access details. If you have not specified access details for the company file in MYOB, you should use the default details:

User name: administrator

Password: No password, please leave blank

Step 6a - If you will be submitting claims to your head contractors then set up the Account Receivable settings by toggling on 'Enable Accounts Receivable'.

Generate Invoices on claim - this generates the invoice upon submission of the claim
Generates invoice on approval - this generates the invoice upon the approval of the claim (recommended)

  • Select which invoice types you want to integrate for - Accounts Receivable

  • Select your default account codes. Note that the default income account can be overridden at a contract level

Step 6b - If you will be approving claims for your subcontractors then then set up the Account Payable settings by toggling on 'Enable Accounts Payable'

Set up the Account, Tax code and Retention account in account payable settings.

  • Select your default account codes. Note that the default expense account can be overridden at a contract level.

  • The retention account defaults to codes of type ‘Current Liabilities’.

Step 7 - Select 'Save default values' at the bottom right.

You're all set!


Have further questions? Contact us in support via the in app chat or email us via support@payapps.com

Thanks,
The Payapps Team.

Did this answer your question?