MYOB Business Integration Overview

The HirePOS MYOB Business integration lets you transfer accounting records between HirePOS and MYOB.

You can use the MYOB Exporter to:

• export HirePOS Invoices and Credit Notes to MYOB;

• export HirePOS customer payments to MYOB;

• import credit bank statement transactions from MYOB into HirePOS Bank Feeds;

• export received HirePOS Purchase Orders to MYOB; and

• manually mark records as pending or completed in HirePOS.

The integration is not an automatic background sync. Open the MYOB Exporter, select the required records, then click MYOB Transfer.

Go to Setup > Preferences > Accounting, select MYOB Business, then save the changes.

Open the MYOB Exporter from HirePOS and complete the MYOB sign-in and authorisation process. The MYOB user authorising HirePOS must have Administrator access to the selected MYOB business.

For complete instructions, see MYOB - Set Up Connection.

The Invoices tab includes non-cancelled HirePOS Invoices and Credit Notes. Select the records to send, then click MYOB Transfer.

During export, HirePOS checks the customer, account codes, tax codes, optional MYOB Jobs, and invoice number before creating the MYOB invoice.

For the complete workflow and mapping rules, see MYOB - Export Invoices and Payments.

Export invoices before exporting their payments. MYOB must contain the related invoice before a payment can be applied to it.

The HirePOS Bank Account used for the payment must have an Account Code that matches the corresponding MYOB account number.

The Payments tab is unavailable when Use MYOB Invoice Number Sequence is enabled. For more information, see MYOB - Exporter Filters, Options and Buttons.

The Bankfeeds (Import) tab retrieves credit bank statement lines from MYOB and imports them into HirePOS Bank Feeds. The imported transactions can then be matched or processed in HirePOS.

This does not directly import completed MYOB customer-payment records into HirePOS.

For setup and import instructions, see MYOB - Bankfeeds (Import).

The Orders tab exports received HirePOS Purchase Orders to MYOB. Partially received orders may be exported in received versions.

Supplier Codes, MYOB expense account codes, and the required MYOB tax codes must be set up before export.

For more information, see MYOB - Export Purchase Orders.

When exporting an invoice, HirePOS looks for a matching MYOB customer in this order:

1. HirePOS Customer Code against the MYOB Card ID or Display ID

2. Company name

3. First name and last name

If no matching customer exists, HirePOS creates one in MYOB.

Using matching Customer Codes in both systems is recommended because it provides the most reliable and least ambiguous match, but it is not mandatory for every successful invoice export.

Each invoice line needs an income account code that exactly matches an MYOB account number. HirePOS selects the code in this order:

1. Invoice Category

2. Selling Unit

3. Item

4. Item Category

5. Item Type

6. Group item category for an applicable group-code line

7. Group item type for an applicable group-code line

The first available code is used. A code set at a higher level can therefore override the Item Category or Item Type code.

Mark As Completed marks the selected records as completed in HirePOS without transferring them to MYOB.

Mark As Pending clears the HirePOS export marker so the selected records can be considered for export again.

These actions do not delete, void, or change records in MYOB. Marking a previously exported record as pending can create a duplicate-export risk if the exporter cannot identify the original MYOB record.

For all exporter controls and settings, see MYOB - Exporter Filters, Options and Buttons.