The MYOB Acumatica CSV Export allows you to export customer, invoice and payment data from HirePOS as CSV files for importing into MYOB Acumatica.

HirePOS provides three Acumatica export files:

• Customers

• Invoices

• Payments

Note: These exports are designed to provide data in the structure required for MYOB Acumatica imports. Your Acumatica import configuration and field mappings should be reviewed before importing data into your live accounting system.

To use the Acumatica exporter:

1. Go to Setup > Preferences > Accounting.

2. Select MYOB Acumatica as your accounting integration.

3. Click Save Changes.

Once enabled, an Acumatica Export option is available from the HirePOS Home screen. An Acumatica button is also available from the main Reminders screen.

You can also open the exporter directly from Setup > Preferences > Accounting by clicking Open Acumatica CSV Exporter.

Open the MYOB Acumatica exporter and select the CSV file you want to generate:

Click Customers to export customer information for Acumatica.

The export includes information such as:

• Customer ID and name

• Customer status

• Contact details

• Billing and shipping addresses

• Payment terms

• Credit limit

• ABN details

The customer's HirePOS Customer Code is used as the Customer ID in the Acumatica export.

The Customer export does not require a date range.

Use the Date From and Date To fields to select the period to export, then click Invoices.

The export includes both:

• Invoices

• Credit Notes

Invoice and Credit Note transactions are converted to the appropriate Acumatica document types. Invoice line information includes details such as the item code, description, quantity, tax-exclusive unit price and account mapping.

Cancelled invoices are excluded.

Use the Date From and Date To fields to select the period to export, then click Payments.

The export includes payment and invoice application information required for Acumatica.

Payments applied to multiple invoices are exported with separate application details for each invoice, using the amount applied to each individual invoice.

Pending Payments are excluded.

The Invoices and Payments exports require both a Date From and Date To.

The maximum export period is 60 days. This limit helps prevent unnecessarily large export files.

HirePOS will prevent the export if:

• Date From or Date To is missing.

• Date To is earlier than Date From.

• The selected period exceeds 60 days.

A date range of up to and including 60 days can be exported.

The Customers export is not affected by this date range.

After generating an export, use the appropriate import process or import scenario in MYOB Acumatica to import the CSV file.

The exact import process can vary depending on how your Acumatica environment has been configured. Before importing into a live system, confirm that the Acumatica import scenario and field mappings match the CSV structure generated by HirePOS.

For new integrations, it is recommended to test the export and import process with a small amount of data first.