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
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 firstname.lastname@example.org
The Payapps Team.