How to Set MYOB Export Options

OVERVIEW

This tutorial will show users how to set the MYOB Export Options. This is a prerequisite to exporting invoices from SMS to MYOB.

Location in SMS: Finance > MYOB tab > MYOB Export Options

IMPORTANT

1. Make sure that your MYOB is integrated with your SMS before going through this process.
   
1. Refer to this tutorial for MYOB-SMS integration: How to Integrate/Establish Connection between SMS and MYOB
   

Step Tutorial

1. Export invoices to MYOB by checking the “Export to MYOB” checkbox. 

      

2.  Set the following required fields for exporting to MYOB: 

1. Date of First Invoice for Export to MYOB - refers to the date on which the first invoice or financial transaction is recorded in the accounting software that will be exported to MYOB.
2. Tuition - refers to the amount of tuition and/or administration fee charged to a client for a unit of competency or module.
3. Resource - refers to charges associated with the provision of learning materials, equipment, and other resources necessary for a student to complete their training program.
4. Other - refers to charges beyond tuition and resource fees that students may be required to pay during their enrolment. These fees can vary between RTOs and may cover a range of services and materials.

      Note: Only specific MYOB account codes are compatible for Invoices. Common examples include Income Accounts, Expense Accounts, Asset Accounts, Liability Accounts. 

      

SUMMARY

In conclusion, familiarising yourself with the process of setting MYOB export options is vital for ensuring a smooth and accurate integration of financial data with the SMS. 

Related tutorials

1. How to Integrate/Establish Connection between SMS and MYOB
   
2. How to Export Invoices from SMS to MYOB with Multiple Item Lines

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