This document provides a step-by-step guide on how to set up MYOB integration in HirePOS for seamless accounting processes.

To establish a connection between HirePOS and MYOB, follow these steps:

• From the main menu strip, navigate to Setup > Preferences > Accounting Integration & Other API's.

• Select Accounting Integration.

• Choose MYOB AccountRight/Essentials from the accounting software options.

• Click the Save Changes button at the bottom.

Account codes are exported to the MYOB invoice lines based on the Account Code for the line item that is set up against the Invoice Category, Item, Item Category or Item Type in HirePOS. As such, it is important to ensure that your account codes are correctly matched for seamless integration.

Account codes for items are most commonly set or changed in Setup > Item Related > Item Categories and Setup > Item Related > Item Types.

1. Go to Setup > Invoice Categories from the main menu strip.

2. Edit an Invoice Category and enter the relevant MYOB Chart Of Accounts code in the Account Code field.

3. Save the changes.

1. Access Setup > Items from the main menu strip.

2. Edit an Item

3. Go to the Purchase/Disposal tab, and enter the MYOB Chart Of Accounts code in the "Income Code" field.

4. Save the changes.

• Visit Setup > Item Related > Item Categories.

• Edit an Item Category and input the relevant MYOB Chart Of Accounts code in the Account Code field.

• Save the changes.

• Head to Setup > Item Related > Item Types.

• Edit an Item Type and enter the MYOB Chart Of Accounts code in the Account Code field.

• Save the changes.

• Go to Setup > Bank Accounts.

• Edit a bank account and enter the MYOB "asset" Chart Of Accounts code in the Account Code field.

• Save the changes.

MYOB AccountRight identifies the customer by the "Card ID" field in the MYOB customer card information. As such, you must ensure that customer codes in HirePOS match the "Card ID" in MYOB for successful invoice exports.

To export invoices and payments to MYOB:

• Click the MYOB button on the main screen in HirePOS.

• Enter your MYOB credentials and Sign in.

• Select your MYOB company file and proceed with exporting.

• Adjust the date range if needed and choose specific invoices to export.

• Click the Export to MYOB button.

• Repeat the process for payments.

• Log out of the session by clicking your username at the top right of the MYOB Export page

If needed, you can remove and re-post invoices or payments in MYOB from HirePOS.

Utilize the Orders tab in the MYOB Exporter to export purchase orders to MYOB with correct Chart Of Accounts codes.

Account codes can be set against Item Types or Categories. Ensure to setup MYOB Expense Codes in these screens that best match your MYOB Expense accounts.

Access to a MYOB company file can depend on a user's online access level. By default, the company File does not have a password set, but an administrator can set a password to restrict access.

If you encounter an "Access Denied" message when attempting to use the MYOB exporter, it is likely because a password has been set or changed for the MYOB company file since you last used it. If you have access to it, you can click the padlock icon when opening the MYOB exporter to enter your company file credentials.

There are three online access levels:

• Online Owner: The highest access level, assigned to the individual who originally set up the subscription.

• Online Administrator: Can access and manage any company file associated with the owner's software serial number.

• Online File User: This is the most basic level of access, allowing the user to work with company files they have been invited to use.