Note: This section assumes a knowledge of creating invoices in Harvest.
What is exported from Harvest to MYOB?
The following screenshot will show exactly what is exported from Harvest to MYOB:
|1||The name of the Client will map to the MYOB Customer Card|
|2||Invoice ID will map to the Invoice # field of the MYOB Sale. Any prefix specified in the Configuration Screen will be prepended.|
|3||The issue date will map to the Invoice Date field of the MYOB Sale.|
|4||The Quantity field will append to the Sale Line Desciption in MYOB as the number of hours worked. So for example a quantity of 3.00 will be appended to the Sale line Description as "[3.00 hours]".|
|5||The Unit Price field will map to the Sale Line Amount field in MYOB.|
|6||The Description will map to the Sale Line Description in MYOB.
Please note the following:
An easy way to create an Invoice in Harvest for the Professional Layout in MYOB
If you're exporting a Harvest Invoice in to MYOB, and you're using the Professional Layout, the easiest way to go about it is to do the following:
On the following page:
Make sure the Invoice Type portion of Section 2. Billable Hours has the option "Detailed Line Items" selected.
- Un-tick the "Project" box in the section beneath it. You do not have to un-tick the remaining boxes.
Click "Create Invoice" when you're ready to proceed.
On the following page, note how the Invoice Line descriptions have been formatted so that the Integration software can extract the timesheet entry date:
Click "Save Invoice" to complete the Harvest Invoice creation process.