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 - You will be redirected to a login screen

Step 4 - Enter your MYOB login details

Establish a connection between Payapps and your MYOB account

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

Note: If you have not specified access details for the company file in MYOB, the default details are:

User name: administrator

No password

Step 5 - Set up the Account Receivable Settings - Turn 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 6 - Enable "Accounts Payable" if you would like to approve claims for your subcontractors

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 chat or email support@payapps.com

Thanks,
The Payapps Team.

Did this answer your question?