How to Export Invoices from SMS to MYOB with Multiple Item Lines

How to Export Invoices from SMS to MYOB with Multiple Item Lines

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Overview
This tutorial serves as a guide and will state what the required conditions are and when will the invoices from the SMS export to MYOB.

Location in SMS: Students Page > Financial Tab > Student Payment Plan Table 

InfoNOTE: This exclusive feature is only available for Performance Package subscribers. Unlock the full potential of your SMS with the Performance Package. To upgrade your plan and access this feature, please contact our Support team.

Warning
IMPORTANT
  1. Make sure to configure your MYOB export options before moving forward with this tutorial. Please refer to this tutorial for setting up the MYOB export options: https://helpcentre.eskilledrtosoftware.com.au/portal/en/kb/articles/how-to-set-myob-export-options
    1. The Account Code will be set to match the one that was set for the related Fee in the Program Instance of the Enrolment. 
    2. If the related Program Instance Fee does not exist or has not been set, then it will use the default Account Code specified in MYOB Export Options for the related Fee Type. 
    3. Additionally, the invoices will only be exported to MYOB if it meets the following conditions: 
      1. The invoice has not been exported to MYOB yet. 
      2. The creation date of the invoice (Date Created) is greater than or equal to the Date of First Invoice. 
      3. The invoice has already been paid, OR 
      4. The due date of the invoice is less than or equal to today’s date.
    4. The system will check for invoices that are qualified to be exported to MYOB daily at 02:00 a.m. AEST. All exported invoices will then appear in MYOB Page -> Sales -> Invoices.

  2. To see exported invoices from SMS to MYOB:
    1. Go to Finance
    2. Go to Invoices Tab
    3. Click "Exported to MYOB" dropdown list to filter the invoice view:
      1. Select N/A will not include the "Exported to MYOB" as a search criteria
      2. Select NO to exclude invoices exported to MYOB
      3. Select YES to include invoices exported to MYOB
    4. Click Search
Refer to the image below on where to find the dropdown list in the SMS.



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SUMMARY
In conclusion, this tutorial has provided you with comprehensive guidance on the intricacies of exporting invoices from your Student Management System (SMS) to MYOB, particularly when dealing with multiple item lines. By carefully following the prerequisites outlined, you've acquired the skills to efficiently manage and transfer complex financial data between systems, ensuring accuracy and completeness in your invoicing processes.

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Related tutorials
  1. How to Integrate/Establish Connection between SMS and MYOB
  2. How to Set MYOB Export Options