MYOB AccountRight App Configuration - Revision history

Admin: /* Manual Exports */

2018-09-17T21:10:21Z

Manual Exports

Admin: /* Manual Exports */

2018-09-10T03:38:52Z

Manual Exports

Admin: /* Manual Exports */

2018-09-10T03:38:34Z

Manual Exports

Admin: /* Manual Exports */

2018-09-10T03:34:53Z

Manual Exports

Admin: /* Initial Configuration */

2018-09-10T03:34:12Z

Initial Configuration

Admin: /* Initial Configuration */

2018-09-10T03:25:42Z

Initial Configuration

Admin: /* Initial Configuration */

2018-09-10T03:23:22Z

Initial Configuration

Admin: /* Authenticating with your my.MYOB Account */

2018-09-10T03:19:38Z

Authenticating with your my.MYOB Account

Admin: /* Logging On */

2018-09-10T03:16:56Z

Logging On

Admin: /* Logging On */

2018-09-10T03:15:13Z

Logging On

← Older revision		Revision as of 21:10, 17 September 2018
Line 84:		Line 84:

	Finally, click '''Save''' to save your settings.		Finally, click '''Save''' to save your settings.
		+
		+	== Items and Inventory Management ==
		+
		+	If an order includes a product that has an SKU recorded, then that SKU will be used to find an associated Product or Service that has a matching SKU. If the Product has Inventory Management feature enabled, then the stock level of the item will be reduced by the amount that has been ordered.
		+
		+	In addition, the revenue for each item in the order will be posted to the MYOB AccountRight account associated with the matching Product or Service.
		+
		+	If an item does not have an SKU recorded, or the SKU cannot be found, then all items will be matched with a default item, ''Online Sales''. If this item has not been already created in your MYOB AccountRight account, then the item will be created when the app is connected for the first time.

	== Manual Exports ==		== Manual Exports ==

@@ Line 88: / Line 88: @@
 <gallery heights="200px" widths="200px" class="right">
-File:Myob access8.png|Manual Export
+File:Myob access8.jpg|Manual Export
 </gallery>

@@ Line 88: / Line 88: @@
 <gallery heights="200px" widths="200px" class="right">
-File:Saasu Export1.png|Manual Export
+File:Myob access8.png|Manual Export
 </gallery>

@@ Line 91: / Line 91: @@
 </gallery>
-You can choose to manually export all paid orders to Saasu by clicking on each of the date fields to select a date range and then click on the '''Export''' button.
+You can choose to manually export all paid orders to MYOB by clicking on each of the date fields to select a date range and then click on the '''Export''' button.
 All orders that have been paid within this date range will be selected for export. Test orders will not be exported. Please note that the order will only be exported if the payment date for the order falls within the nominated date range. The date that the order was created is not relevant.

← Older revision		Revision as of 03:34, 10 September 2018
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	You can choose to include individual customer data with each order as it is exported to MYOB. Alternatively, you can choose to export all orders under a single generic customer if you don't want to include this data in your accounting software.		You can choose to include individual customer data with each order as it is exported to MYOB. Alternatively, you can choose to export all orders under a single generic customer if you don't want to include this data in your accounting software.
		+
		+	By default, the app will export your paid orders to MYOB and create a paid Invoice for the order.
		+
		+	In some cases, you may wish to export all new orders to MYOB and treat them as Orders within the MYOB software. If payments have been made for the order, then this will be exported to MYOB as well. These MYOB Orders may subsequently be converted to paid Invoices and recorded as received payments within the accounting software.
		+
		+	Furthermore, an option for posting order data in real-time is also available. If you choose to send order data to MYOB immediately, then whenever an order is created, it is immediately posted to MYOB as an Order or an Invoice as desired. Additionally, when a payment for the order is processed, the payment information will also be send to MYOB immediately and recorded against the original Order or Invoice that was created earlier.

	Finally, if you provide an email address, you can be sent an export summary after each export run. You can also specify that an automatic export will take place every day after midnight to export the previous day's orders.		Finally, if you provide an email address, you can be sent an export summary after each export run. You can also specify that an automatic export will take place every day after midnight to export the previous day's orders.

@@ Line 53: / Line 53: @@
 <gallery heights="200px" widths="200px" class="right">
-File:Saasu Configure1.png|Initial Configuration
+File:Myob access6.jpg|Initial Configuration
 </gallery>
-The Saasu App must be configured before it can be used, in order to map the Saasu accounts to the exported data.
+The MYOB AccountRight App must be configured before it can be used, in order to map the MYOB accounts to the exported data.
 The Settings page consists of a number of sections.
-; Saasu Accounts : Map Saasu Accounts to your store data
+; MYOB Accounts : Map MYOB Accounts to your store data
 ; Tax Settings : Select correct tax setting for your sales
 ; Customer Export Settings : Choose whether to export customer data
 ; Export Settings : Email Notifications and Automatic Daily Export
-You should probably ask your Accountant about the account mappings. You may need to add new accounts to Saasu, but your Accountant will be able to advise you about this.
+You should probably ask your Accountant about the account mappings. You may need to add new accounts to MYOB, but your Accountant will be able to advise you about this.
 Similarly, your Accountant will make sure that all of the correct Tax Codes have been defined for you, and will be able to assist you to choose the correct mappings for your store.
-You can choose to include individual customer data with each order as it is exported to Saasu. Alternatively, you can choose to export all orders under a single generic customer if you don't want to include this data in your accounting software.
+You can choose to include individual customer data with each order as it is exported to MYOB. Alternatively, you can choose to export all orders under a single generic customer if you don't want to include this data in your accounting software.
 Finally, if you provide an email address, you can be sent an export summary after each export run. You can also specify that an automatic export will take place every day after midnight to export the previous day's orders.

@@ Line 37: / Line 37: @@
 </gallery>
-At this point, you need to enter your my.MYOB
+At this point, you need to enter your my.MYOB:
 * Email Address
 * Password
 <gallery heights="200px" widths="200px" class="right">
@@ Line 46: / Line 48: @@
 </gallery>
-The Company File ID can be determined by first logging into your Saasu account control panel from your browser.
+Once you have successfully authenticated with your my.MYOB account, the app will load the account data it needs from your Company File.
 == Initial Configuration ==

← Older revision		Revision as of 03:16, 10 September 2018
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	When you install the app for the first time, you will be prompted to approve the permissions that the app is requesting.		When you install the app for the first time, you will be prompted to approve the permissions that the app is requesting.
		+
		+	== Authenticating with your my.MYOB Account ==

	<gallery heights="200px" widths="200px" class="right">		<gallery heights="200px" widths="200px" class="right">

@@ Line 20: / Line 20: @@
 <gallery heights="200px" widths="200px" class="right">
-File:Myob_access2.jpg|App Permissions
+File:Myob_access2.jpg|Grant App Permissions
 </gallery>
-When you install the app for the first time, you will be prompted to approve the permissions that the app is requestring and then enter your my.MYOB credentials.
+When you install the app for the first time, you will be prompted to approve the permissions that the app is requesting.
-* Account Email Address
+<gallery heights="200px" widths="200px" class="right">
-* Account Password
+File:Myob_access3.jpg|Connect to my.MYOB to authorize installation
-* Company File ID
+</gallery>
 <gallery heights="200px" widths="200px" class="right">
-File:File:Myob_access1.jpg|Saasu Company File ID (Example)
+File:Myob_access5.jpg|Setting up company data
 </gallery>