MYOB - Bankfeeds (Import)

This article outlines the process for importing bankfeed transactions from MYOB back to HirePOS bankfeeds. This functionality allows users to match and create payments against invoices within the HirePOS system, enhancing the efficiency of payment management.

Before you can start importing bankfeeds from MYOB, it is essential to ensure that the bank account setup record in HirePOS has the BSB and Account Number configured correctly. Both fields must be set to "myob".

1. Navigate to Setup > Bank Accounts.

2. Select the bank account you wish to import MYOB bankfeeds to and click to edit it. Please note that you can only choose one account for this import.

3. In the BSB Number field, enter the word myob.

4. In the Account Number field, enter the word myob.

5. Click the Save Changes button to apply your settings.

Once the bank account is configured correctly, you can proceed to launch the MYOB Importer.

1. From the app menu at the top, navigate to Payments > Bank Feeds.

2. If the bank account has been set up correctly with the "myob" BSB and Account Number, you should see a button labeled MYOB (Bankfeeds Import). Click this button to launch the MYOB Importer.

   

1. In the MYOB Importer, click the Bankfeeds (Import) tab.

2. Set the 'Date From' and 'Date To' dates to the statement period you wish to import. Note that duplicates or previously imported statement lines will be ignored.

3. Use the Account dropdown to select the account to import bank statements to. Only valid 'MYOB import' accounts with the myob BSB and Account Number are shown.

4. Click the MYOB Transfer button to start the import.

1. Click back to the HirePOS browser tab, in the Payments > Bank Feeds page.

2. Click the Match Transactions button.

3. You will see all available transactions to match, and you can proceed to match payments to invoices as per the normal bankfeeds process.

Following these steps will enable you to successfully import bankfeed transactions from MYOB into HirePOS, facilitating efficient payment matching and invoice management.