MYOB - Exporter Filters, Options and Buttons

The HirePOS MYOB Exporter contains filters, actions, and options that control which records are displayed and how they are transferred to MYOB.

The available tabs are Invoices, Payments, Bankfeeds (Import), Orders, and Options. Some tabs can be hidden by exporter settings.

Date From and Date To filter the active tab. The dates normally default to the current month or the last range used by the current user.

Quick Date Selection provides these common ranges:

• Yesterday

• Today

• Tomorrow

• Last Week, Monday to Sunday

• This Week, Monday to Sunday

• Last Month

• This Month

If Date From is changed to a date later than Date To, the exporter moves Date To forward to the same date.

The date being filtered depends on the selected tab:

• Invoices uses Invoice Date.

• Payments uses Payment Date.

• Bankfeeds (Import) uses the MYOB bank statement transaction date.

• Orders uses the received date.

Enter a search term and press Enter or click the search button to refresh the active tab.

Searchable information varies by tab and can include record numbers, customer or supplier names and codes, account names, and memos.

Searching for a known record can also display a completed record that would normally be hidden by Hide Completed.

Click Filters to show the additional filters available for the selected tab.

Limits Invoices, Payments, or Orders to the selected HirePOS branch.

The invoice branch can also determine the MYOB Job applied to invoice lines when branch-based MYOB Job tracking is configured.

Hides records already marked as exported or completed in HirePOS.

Turn this off to review completed records. A targeted search may also display a completed record.

Hides invoices that are currently On Hire from the Invoices tab.

Reloads the active tab using the current dates, search, and filters.

The padlock button beside Refresh opens the MYOB Company File Sign-on Details prompt.

These optional company-file credentials are separate from the MYOB account used during sign-in. For more information, see MYOB - Set Up Connection.

Processes the selected records on the active tab:

• Invoices exports selected pending Invoices and Credit Notes.

• Payments exports selected pending customer payments.

• Bankfeeds (Import) imports credit bank statement lines for the selected account and date range.

• Orders exports selected pending received Purchase Orders.

The exporter processes selected rows one at a time and displays progress.

If you click Cancel, the exporter stops after the current row finishes. Records already processed are not reversed.

Marks the selected records as completed in HirePOS without sending them to MYOB.

Use this when the record has already been handled separately and should no longer appear as pending.

Clears the selected records' HirePOS export marker so they can be processed again.

This does not delete or change the existing MYOB record. Before transferring the record again, confirm whether it already exists in MYOB. If the exporter cannot identify the existing record by its number, Journal Memo, receipt number, or order number, another transfer may create a duplicate.

When enabled, unapproved invoices display as Not Approved and cannot be selected for export.

If the HirePOS Draft/Approved invoicing restriction is enabled, Export Approved Invoices Only is automatically enabled and cannot be switched off in the exporter.

This option affects invoices only. It does not control Payments or Orders.

When enabled, a successful export records the MYOB link and export date in HirePOS. The export date locks the invoice in normal HirePOS workflows.

When disabled, the MYOB link is stored but the HirePOS export date is not set. The invoice has been sent to MYOB but is not locked by the export process.

This option is enabled by default.

When disabled, MYOB receives the configured Prefix followed by the HirePOS Invoice Number.

When enabled:

• MYOB assigns the Invoice Number;

• the prefixed HirePOS Invoice Number is sent to the MYOB Journal Memo;

• the exporter identifies the invoice by Journal Memo instead of MYOB Invoice Number;

• the Payments tab is hidden; and

• the Bankfeeds (Import) tab is hidden.

Payment export normally finds the related MYOB invoice using its invoice number. When MYOB assigns a different number, the exporter cannot reliably use the HirePOS Invoice Number to find that invoice and apply payments.

Do not enable this option if you need to export HirePOS payments or use the MYOB Bankfeeds import through the current exporter.

Provides a default MYOB payment term when an exported invoice does not already supply a usable Due Date.

Examples shown by the exporter include a number of days such as 30, or an end-of-month term such as 20 EOM.

The HirePOS Invoice Due Date takes priority when it is available.

The Prefix is added to HirePOS Invoice Numbers, payment or receipt numbers, and Purchase Order numbers when the exporter creates or searches for matching MYOB records.

The default Prefix is HP. Leave the field blank to use no prefix.

Avoid changing the Prefix after records have been exported. The exporter uses the current Prefix when looking for records in MYOB. Changing it can prevent earlier exports from being recognised and can increase the risk of duplicates.

When enabled, the Payments tab only lists payments associated with invoices that have an MYOB link recorded in HirePOS.

This helps enforce the recommended sequence of exporting invoices before their payments.