MYOB Business Integration

The MYOB Business Integration process is described in this document. The Integration Profile Settings are configured and tested by a GreatSoft Consultant.

This process guide aims at enabling you to prepare for and perform the routines that are required to keep your GreatSoft and MYOB data in sync.

NOTE: This Process Guide is a work in progress, as the MYOB Business application is currently undergoing further development.

The MYOB Business Integration process is described in this document. The Integration Profile Settings are configured and tested by a GreatSoft Consultant.

This process guide aims at enabling you to prepare for and perform the routines that are required to keep your GreatSoft and MYOB data in sync.

NOTE: This Process Guide is a work in progress, as the MYOB Business application is currently undergoing further development.

Integration overview

Please note these considerations before initiating any Update actions:

• GreatSoft tracks Client data that it retrieves from MYOB in the Sync Area and uses the data to match and link relevant GreatSoft Clients with MYOB Business Clients.

• Update the GreatSoft tracking records of the MYOB Client data regularly (at least weekly).

• Actions to update Client differences between MYOB and GreatSoft affect key Client fields.

NOTES: An update to MYOB will only change key Client field values in the target application where differences are found

Affected fields are summarised in Appendix 1.

Getting started

1. Open the Integrations dashboard by clicking on the Integrations Module shortcut (1).

   

2. The system will display the firm’s list of configured and activated Integrations on the dashboard.

3. Click on MYOB to display the Integration Profiles for MYOB Business.

   

   
   NOTE: GreatSoft also integrates with the MYOB “Account Right Live” desktop application.

   1. Multiple Integration Profiles can be configured per firm. This must be done for each MYOB instance that GreatSoft will be connecting to.

   2. All available Profiles will be displayed if more than one Integration Profile is configured.

   3. Integration Profiles are configured by, or under the supervision of a GreatSoft Consultant, as needed.

      1. The Profile will either show a Connected (1) or a Not Connected (2) Status for each Integration Profile.

         

4. Click the Connect button to surface the MYOB Token viewer and to establish a connection with the Integration Partner’s API.

   
   

   1. The current Profile Tokens will display details of the Scopes being used, and the Token Expiry and Refresh Expiry Dates.

   2. If there is no Token, or if the Token was Revoked, the blue Connector button will display.

5. Click the Connector shortcut to initiate the Consent Flow between GreatSoft and MYOB.

   

   1. GreatSoft will begin its connection to MYOB and you’ll be prompted to Sign in to MYOB.

   2. Enter your Username and Password for MYOB and Sign in:

      

   3. Enter the Authenticator Code to pass the Multi-factor authentication (MFA) test.

      

   4. Once you’ve logged into MYOB, you’ll be prompted to allow GreatSoft Access to your MYOB Account. Click the Continue button.

   5. Once you have allowed access, GreatSoft will re-direct you back to the Integrations page. The Integration card(s) should now display a green Connected icon after the connection process has completed successfully.

      

   6. Users can subsequently remove access to a Profile by clicking on the card’s Connect button and then on the grey Revoke access Token shortcut on the Tokens setup popup.

      
      

   7. Clicking the red Revoke button will cancel the current Token and disconnect GreatSoft and MYOB.

      

6. Once you have revoked the Token, you’ll be required to repeat the Connection steps to re-establish the connection between GreatSoft and MYOB.
   NOTE: If you have issues with authorising GreatSoft access to MYOB, contact your MYOB Administrator to request giving your Account API access permissions. Alternatively, ask a user with Access rights to connect GreatSoft and MYOB.

7. You can view/manage all Active Profile Tokens of each Integration Partner by clicking on the Tokens button on an Integrations Profile card.

   

   1. In addition, flag the checkboxes of the Revoked, Expired, and Refresh Expired Token filters that you wish to include on the Token dashboard listing.

      

   2. The Tokens dashboard allows the below actions for each listed Token.

      • Show Token details will pop up the Token information.

      • Refresh Token Information.

      • Revoke Access Token (only activated if the Token is active).

      • Delete Token. This will delete the Token entirely from GreatSoft and remove any history of this Token.

   3. Click the Close button to navigate back to the Integrations dashboard:

      

8. The Integration Profiles for MYOB cater for users who access multiple MYOB Business ledgers (Tenants) with a single login. When accessing the Integration Profiles for MYOB, each Integration card will prompt you when there is no Associated Entity for any Profiles.

   

   1. Click the Connect button on the Profile card and follow the prompts to Allocate the Associated Entity to the Integration Profile.

      
      
      

   2. After clicking the Associate Entity button, the Associated Entity window will appear for you to complete assigning the default Entity for this Profile. Select the MYOB CompanyFile and click Save.

Profile Setup

Accessing and configuring the MYOB Profile:

1. Office (1)

   1. If no Office is selected: All GreatSoft Client and Billing information across Offices in GreatSoft will integrate with the MYOB Business file.

      1. The Office Limit active setting (8) is not required in this setup.

      2. All Office filters will be available on the Integration pages.

   2. If an Office is selected: The Client and Billing information for the selected Office will be synchronised with the MYOB Business file.

      1. No Office filter will be available on the Integration screens, as it will default to the selected Office on the Profile.

   3. Scenario 1: There are 2 x Offices in the GS system (Offices A and B) and 2 x MYOB Business files (Files A and B). The business requirements are that:

      1. Only Clients and Billings information from Office A must integrate with MYOB Business file A, and

      2. Only Clients and Billings information from Office B must integrate with MYOB Business file B.

      3. In this scenario, the Office Limit active setting (8) must be enabled.

   4. Scenario 2: There are 2 x Offices in the GS system (Offices A and B) and 2 x MYOB Business files (Files A and B). The business requirements are that:

      1. All Clients information from Offices A and B must synchronise with MYOB Business files A and B, but

      2. The Billings information must synchronise per Office.

      3. In this case, the Office Limit active setting (8) must be disabled.

2. Automation Employee (2): Select the Employee that will be used as the processing Employee for Integration Automation.

3. Integration Profile Name (3): Enter a unique Profile Name.

4. Is active (4): Indicates whether the Profile being edited should be active for Integration. The default setting is Active.

5. Authenticate with MYOB ID (5): This setting is for Clients that use “Account Right Live Integration”. If the Client makes use of Account Right Live, this setting should be flagged as Active, and the Processing user of Account Right Live, username (6) and password (7) must be specified in order for GS to connect to the Account Right Live instance via the MYOB API.

6. Username: For Account Right Live (6).

7. Password: For Account Right Live (7)

8. Office Limit active (8). If this setting is disabled, on the Client Integration page, all Clients across the Offices in GS will display on the Client Integration page. If the setting is enabled, only Clients of the selected Office on the Profile will display on the Client Integration page.

   

Invoice Email Setup

Invoice Emailing can be used by those firms that require emails to be automatically sent to the relevant MYOB Contact(s), as Invoices are being synchronised to MYOB.

On the MYOB integrations page, click to open Partner Profile.

Scroll down to Additional Settings to see the Invoice Emailing setup.

1. Enable Emailing from MYOB: Enable this option to activate Invoice emails.

2. Form Template: This is the Invoice Template that is configured on MYOB’s system for emails that are sent to Contacts (recipients). If a

   custom Template is used, please set up the desired content in this section.

3. From Email: The sender’s email address that will display for the email recipient.

4. From Name: The sender’s name that will display for the email recipient.

5. Subject: The email subject.

6. Email: The email body/message to the email recipient.
   

   

7. Use the following merge fields to set up the email Subject and Message.

   {{INVOICE_NUMBER}} – The unique Invoice number
   {{INVOICE_OFFICE_DESCRIPTION}} – The Office description from where the Invoice originates.

8. Important to Note that Invoice Emailing will send the email to the Contact Type that is specified on the below System Option, configured for MYOB Business Integration.

   

MYOB Business integration

Client integration

1. Click on the Integrate button, then select the Client button of a selected Profile to launch the Integration dashboard for MYOB.

   

   1. The Client button opens the Clients Integration page.

      

Client Synchronisation Filters

The following filter options are available on the Clients Integration page.

1. The Status, Entity Type and Group filters display by default.

2. To display additional filters, click on the Filters button:

   

   1. The available Filters options for selection include the Partner, Manager and InCharge:

      

Clients Integration page features

1. Search – Use the search field to search by typing part of a Client Name or Code.

2. Office – This value is displayed by default when multiple Profiles exist for a particular Integration Type (this will be available in the Feb 2023 GreatSoft Update 2023.1.0).

3. Entity Type – Use this selector to filter for a particular Entity Type.

4. Group – Use this selector to filter for a particular Family Group.

5. Partner – Use this selector to filter for a particular Partner.

6. Manager – Use this selector to filter for a particular Manager.

7. InCharge – Use this selector to filter for a particular InCharge.

8. Status – This selector can be used to display Clients with one of the following Statuses:

   1. All

      • Displays a list of GreatSoft and MYOB Clients that are Matched.

      • This list also includes GreatSoft Clients that are not in MYOB and MYOB Clients that are not in GreatSoft.

   2. Matched

      • Displays a list of corresponding GreatSoft and MYOB Clients that have been matched with each other.
        ClientCode, GST Number and Client Name:
        The GreatSoft and MYOB Client records will be linked if any one of the following values on the left are Matched.

        All these values can be captured in MYOB in the Contacts area.

   3. New Client for GreatSoft
      Displays a list of Clients that exist in MYOB that cannot be matched to any Client record in GreatSoft.

   4. New Client for MYOB
      Displays a list of Clients that exist in GreatSoft but cannot be matched to any Client record in MYOB.

   5. Update MYOB
      Displays a list of previously Matched GreatSoft and MYOB Clients, but some information differs after having made changes in GreatSoft that should be synchronised/updated with MYOB.

9. Specific fields are tracked on GreatSoft Client records so that when they’re updated on any Clients, those rows’ Statuses on the Integration Profile will reflect as Update to MYOB. The tracked fields include:

   • First Name & Surname (Individuals), or Name (non-Individuals)

   • Entity Type

   • Office Costing flag

   • ABN Number

   • Business Address

   • Postal Address

10. Retrieve full Client list – This button triggers a full Client listing Refresh when running a Refresh from MYOB process.

    

11. Clear Sync Errors – This button causes the next data Refresh to clear all Sync errors in memory.

    

12. Refresh data list – This button Refreshes the displayed list based on the filter selections.

    

Tab Selections

Multiple sections are displayed on the page as determined by the Profile Settings.

1. Clients – This page always displays and shows information about Clients.

2. GST – This page displays corresponding GST Codes that are synchronised between GreatSoft and MYOB.

3. History – This page always displays. It shows an audit trail of the Integrations actions being initiated, as well as details of any Exceptions.

   

   Further explanations of each are provided in the below sections.

Client Features and Actions

1. The Clients dashboard lists Clients that match the selected filters.

2. Select/flag the relevant Client(s) to which a selected action (2 - 4) will be applied.

   

3. Select All (1) Click on this overall check box to flag all current rows on the grid. Click on it again to unflag all Client rows.

   1. Alternatively, flag a single or multiple rows by selecting each individually.

4. Refresh from MYOB (2)

   1. A Refresh from MYOB process retrieves MYOB’s Client list.
      IMPORTANT: Due to GreatSoft being regarded as the primary source of truth, a Refresh from MYOB procedure will not automatically update the live information in GreatSoft.

      1. Information that is retrieved from MYOB is saved in the Sync area and is used for the matching of Reports, and for performing matching operations based on key fields in order to link relevant GreatSoft Clients with MYOB Clients.

      2. To change any Client data in GreatSoft, the user specifically has to initiate an applicable Update process (2 - 4).

      3. The Statuses of matched Clients will change to “Matched” once the Refresh from MYOB process has been completed.

      4. Key fields being tracked for matching and updated from MYOB include:

         • First Name and Surname (Individuals), or Name (non-Individuals)

         • Entity Type

         • Office Costing flag

         • ABN Number

         • Business Address

         • Postal Address
           
           NOTE: The Refresh from MYOB button is greyed out when records exist in the “Update to MYOB” Status. This helps ensure that all data has been updated to MYOB, before running another Refresh from MYOB synchronisation process.

5. Update MYOB (3)

   1. This action will create New Clients and/or update existing MYOB Client values, using the values from the GreatSoft Client records.

   2. This action can be performed for items having the Matched, Update to GreatSoft and Update to MYOB Statuses.

   3. Flag the relevant Client records that must be created and/or updated by clicking their checkboxes.
      IMPORTANT: GreatSoft is always regarded as the source of truth during GS:MYOB Integrations. Therefore, when running the Update MYOB procedure, the MYOB record will be overwritten by the GreatSoft Client record.

6. Update GreatSoft (4)

   1. This action can be performed for items having the New Client for GreatSoft Status and will create new Clients in GreatSoft, using the values from matching MYOB Client records.

   2. Flag the relevant GreatSoft Client records that must be created by selecting their checkboxes.
      NOTE: The Office Costing Service in GreatSoft is always flagged by default upon matching Clients from MYOB.

   3. When Clients exist in MYOB, but not in GreatSoft, and they are then created within GreatSoft, various default Settings are applied.

      1. When Client Auto-numbers are enabled in GreatSoft, the automatically generated GreatSoft Client Code will be used to save the new Client record from MYOB.
         See Appendix 2 for more information about these Settings.

7. Report (5): Client List Comparison - GreatSoft / MYOB
   The Report is designed to assist with validating and extracting information about the Clients’ matching fields.

8. Back (6): This action will close the MYOB Integration page and return to the Profile selector dashboard.

Business rules that determine which action/control buttons are available on the Client Integration page.

1. For any selected Status, when the Integration page has identified any Clients in GreatSoft with pending changes to be sent to MYOB, the Refresh from MYOB button is always inactive (soft purple).

   • This is to ensure that all pending changes in GreatSoft are sent to MYOB, before any new data synchronisation and matching can be actioned through a Refresh from MYOB.

     

2. When the New Client for GreatSoft Status is selected, flag the applicable rows and click Update GreatSoft. This will create the new Clients in GreatSoft.

   • Both the Refresh from MYOB and the Update MYOB buttons are now inactive, as these processes cannot be actioned for this Status.

     

3. When the New Client for MYOB Status is selected, flag the applicable rows and action the Update MYOB process.

   • As the New Client for MYOB Status is set to process Clients from GreatSoft to MYOB, the Update GreatSoft button is inactive, as this process cannot be actioned for this Status.

     

4. When the Update MYOB Status is selected, flag the applicable rows and action Update MYOB button.

   • This will update any Client Pending changes to MYOB. Both the Refresh from MYOB and Update GreatSoft buttons are now inactive, as these processes cannot be actioned for this Status.

   • The Integration page will display the Client Status as Update MYOB (Update), meaning that an Update MYOB must be actioned.

     

5. When any Matched Client’s Office Costing Service is unflagged or a Client Date Terminated is set in GreatSoft, the Client should be archived in MYOB via the Update MYOB Status.

   • The Integration page will display the Client Status as Update MYOB (Archive).

     

     NOTE: When the Client is successfully archived in MYOB , the Client is removed from the Integration Profile, unless it is again restored/re-instated.

6. When a previously Matched Client’s Office Costing Service is re-activated/flagged in GreatSoft, the Client should also be re-activated in MYOB through the Update MYOB process.

   • The Integration page will now display the Client Status as Update MYOB (Restore).
     

     

Client View and User Interface Actions

Features of the Client view page:

1. Grid / card view toggle button
   The Clients grid can be changed to a card view that allows for users to compare Client Details between GreatSoft and MYOB.
   Grid View

   

   Card View

   

2. Alerts
   The yellow Alerts sign warns users if any of the below Client information missing.

   1. Client Code

   2. Registration Number

   3. GST Number

   4. Invalid ABN

   5. Invalid Address

   6. Client duplications

3. Click on the Client Name underneath the GreatSoft heading to open the GreatSoft Client Maintenance record for editing any information.

   

4. For a Matched Client, click on the Client Name underneath the MYOB heading to open MYOB Business for editing any information.

   

History tab

1. The History page logs/lists all Actions that are executed and allows for viewing exception Reports regarding any Process.

   

   1. The History grid summarises the following information:

      • The process that was executed.

      • The action Date.

      • Username of the person who executed the process.

      • Records’ error counts.

        

   2. View action: Viewing displays the list of recorded logs from where any exceptions can be identified that may have caused the Integration process to fail:

      

GST tab

Note: GST Mapping can be configured on both the Client and Billings Integration pages.

1. Available GST Codes are mapped between GreatSoft and MYOB on the GST page.

   

2. Steps for mapping GST Codes from GS to MYOB:

   1. Select an individual GST row at a time that requires mapping.

      

   2. Click on the Map to MYOB field to display the list of available GST types in the lookup.

      

   3. Once the preferred GST is selected, select Save Changes. Once saved, the Status will display as Matched.

      

Billings integration

Note: Please review MYOB Billing Integration System Options that can be found in Appendix 3, before commencing with any Billing Integration.

1. Click on the Integrate button, then select the Billing button of a selected Profile to launch the Billing Integration dashboard for MYOB.

   

Retrieve the MYOB Chart of Accounts (COA)

1. Navigate to the MYOB ACCOUNT LIST tab to retrieve MYOB’s list of Accounts that’s required for allocating the Account mapping.

   

2. Click on the Refresh from MYOB button and confirm retrieving the Account List from MYOB by selecting YES.

   1. Once completed, the Account from the MYOB Business file will become active in GS.

      

Mapping of GreatSoft Allocations to MYOB Items

Browse to the Allocations tab for synchronising the new GS Allocations as Items to MYOB, or vice versa (new Items from MYOB to GS).

Note: If the GreatSoft Allocation Code and Description exactly match the MYOB Item Code and Description and the Refresh from MYOB process is initiated, the system will automatically match the GS Allocation to the MYOB Item and will allocate the MYOB Account to the GS Allocation. This works best on new GS and MYOB implementations.

General buttons and actions

(1) Status Filter for switching between Allocation Statuses.

(2) MYOB Account selector: When creating a new Item, or updating an existing Item for MYOB, use the Account selector to select the Account.

(3) When an MYOB Account is selected, Save the Account using the Save Changes button.

(4) Clear changes will clear an Account on the selected row.

(5) Refresh from MYOB will look up Items from MYOB and try to match the MYOB Item to the GS Allocation.

(6) Update MYOB Item for updating any changes made to the GS Allocation to MYOB.

(7) Update GreatSoft Allocation for creating new Allocations in GS.

(8) Report for viewing the Allocations and Allocation Statuses in a Report.

(9) Close for existing the MYOB Integration page.

(10) The Allocations grid for viewing the data and for sorting the columns by clicking on the applicable column header.

(11) Flag Box for selecting rows for performing specific actions.

Allocation statuses

1. All: The Allocations tab will default to All Statuses.

2. Initiate Refresh from MYOB will Refresh the Items from MYOB and try to find a possible match between the GS Allocation and MYOB Item.

   

3. Matched Allocation: When this Status is selected, the grid will display all Matched Allocations and Items between GS and MYOB.

4. Unmatched GreatSoft Allocation: This will display Allocations in GreatSoft that do not exist in MYOB.

   1. (1) Flag the Allocation row(s) that needs to be created in MYOB.

   2. Once the row is flagged, select an MYOB Account.

   3. (2) Type the Account Code or Description.

   4. (3) Save Changes.

   5. Once saved, the (4) Update MYOB Item will become available to sync to MYOB.

      

   6. A popup dialog will appear, (5) click YES.

   7. Once completed (6) Close:

      

   8. Once successfully completed, the Item will be created and Active in MYOB:

      

5. Unmatched MYOB Item: Here we have an Item in MYOB that does not exist in GS.

   1. (1) Flag the Item that does not exist in GreatSoft.

   2. (2) Click Update GreatSoft Allocation.

      

   3. Follow the prompts to create the new Allocation in GreatSoft:

      

6. Update MYOB Item: When an Account change has been made to a previously synchronised / Matched Item, the Item will change to the Update Status.

   1. (1) Flag the row, (2) click Update MYOB Item and follow the prompts.

   2. This will update the Account Code of the Item in MYOB.

      

Invoices Synchronisation

The Invoices tab is the processing area for Integrating GreatSoft Fees, Open Item Fees and Invoices with MYOB.

General buttons and actions

(1) Search to search for a specific Invoice, or Client.

(2) Additional Filters: Click on the menu button to display additional filters.

(3) Status Filter for Invoice processing and synchronisation.

(4) Process Invoices for integrating flagged Invoice rows to MYOB.

(5) Get Payments for retrieving Payments from MYOB, but only for the flagged rows in the Table.

(6) Report to view a Report on the statuses of Invoices before and after sync.

(7) Back for closing the MYOB Billings Integration page.

(8) Flag box for flagging Invoices that require processing.

(9) Invoice hyperlink: When an Invoice has been synchronised to MYOB, click on the Invoice number to view the Invoice in MYOB.

(10) Column selector for adding and removing columns in the Invoice Table.

Processing invoices

The below sections outline the processes of integrating Invoices to MYOB and for synchronising Payments from MYOB into GS by using specific Integration Statuses.

Basic principles

(1) The Refresh button Refreshes the grid if any new changes had been committed.

(2) Initialise Sync:
Important: Enable the Initialise sync button for any newly Posted Invoices in GS to appear in the Table for processing to MYOB.

In summary, click (2) Initialise Sync, then click (1) Refresh for the Invoices to appear in the Invoice grid.

(3) Clear Sync Errors: Enable this if there are any Alerts on Invoices that prevents the user from integrating the Invoice(s) to MYOB.

(4) Click on the (3) Clear Sync button and then on the (1) Refresh button to clear any Invoices in the table with an Alert. When the Alert is cleared, the Invoice is ready for Integration.

Synchronising invoice to MYOB

1. Posted Invoices with the Unpaid Amount above 0.00 will appear in the Invoice sync table, depending on the current set filters.

   1. (1) Initialise the Integration.

   2. (2) Click on Refresh for the Invoices that are available for synchronisation to show in the table.

   3. (3) Flag the Invoice row(s) and (4) click Process Invoices.

      

   4. Select YES and wait for the process to complete:

      

   5. Once completed, the Invoices will be available in MYOB.

   6. Go to (1) Synced with MYOB Status and (2) click on the Invoice number to open the Invoice in MYOB.

      

      
      

Processing Payments from MYOB to GreatSoft

1. Once Invoice Payments have been processed in MYOB manually, or by Bank feed, follow the below process for synchronising the MYOB Payments into GreatSoft as Receipts.

   1. On the Invoices tab (1)

   2. Select All Statuses and click (2).

   3. (3) Flag All.

   4. Once the rows are flagged,

   5. Click (4) Get Payments and click YES on the prompts that follow.

      

   6. Once the process is completed, the Invoice will be updated with a Status of Unmatched GreatSoft Payments.

      

2. Access the Payments tab (1). The Status will default to New Payments for GreatSoft.

   1. Ensure that the correct (2) filters are selected.

   2. Flag (3) the Payment rows and click (4) Create Receipts.

   3. Confirm by clicking YES on the prompts that follow.

      

   4. The Payments from MYOB will be created as Receipts in GreatSoft. The Status of the Payments will change to Synced with GreatSoft.

      

3. To view the Status of the Paid Invoices, access the (1) Invoices tab.

   1. Select (2) ‘All’ Status. A partially Paid Invoice Status will remain as (3) Synced with MYOB, but the Unpaid Amount will be updated.

   2. The Payment process for such Invoices can be completed at a later stage when the processed Payments in MYOB is completed.

   3. An Invoice that is fully Paid has the Status (4) Paid and the Unpaid Amount will be 0.00.

      

Synchronisation of Credit Notes / Fee Reversals to MYOB

1. The below describes the process of synchronising Credit Notes or Fee reversals to MYOB.

2. Posted Credit Notes in GreatSoft will appear in the (1) Credit Notes tab for synchronisation to MYOB.

   1. The page will default the Credit Note Status to (2) Not In MYOB.

   2. Ensure that the correct (3) filters are selected.

   3. Click the plus (+) button on a Credit Note to view the Invoice details that is attached to the Credit Note. Alternatively, click on the (5) Invoice to view the corresponding Invoice in MYOB.

   4. (6) Flag the Credit Note rows intended for the sync process and click (7) Update to MYOB, click YES on the prompts that follow.

      

   5. Once the sync process is completed, the Credit Note will reflect in MYOB accordingly.

   6. Change the (1) Status of the Credit Note page to Synced with MYOB to view synchronised Credit Notes.

   7. Click on the plus (+) button (2) to expand the Credit Note row.

   8. Click on the (3) Invoice Number to open the Invoice in MYOB.

   9. In MYOB click on (4) Activity History and the (5) History of the Invoice will display at the bottom of the Invoice page.

      

3. The Unpaid Invoice is now 0.00 and the Status of the Invoice in GS will be Paid.

Appendix 1: Client fields that are updated between GreatSoft and MYOB

Notes:

• Individuals that are created in GreatSoft have First Names and Surnames, which update the First Names and Surnames / Family Names accordingly in MYOB.

• All other Entity Types (Companies, Trusts, etc) that are created in GreatSoft have Names, which update the Company Names accordingly in MYOB.

Appendix 2: Options to be configured for client additions in GreatSoft

The following System Options must be configured for each Office that is linked to a MYOB Integration Pro

Appendix 3: System options to be configured for MYOB billing integration

• MYOB - Invoice Filter Start Date
  Select the Start Date for Invoice synchronisation.

• MYOB - Receipt Filter Start Date
  Select the Start Date for Receipt synchronisation.

• MYOB - Credit Note Filter Start Date
  Select the Start Date for Credit Note synchronisation.