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Export Sales as

Connectwise Integration for MYOB can export MYOB Sales as either:

• Orders
• Invoices

Invoice Delivery Status

• Item Sales
• Service Sales

• Summary Only
• Detailed

Truncate Invoice # if too long

MYOB allows a maximum of 8 characters for invoice numbers. If invoice numbers in Connectwise are longer than that, they will be rejected by MYOB unless you tick this box which will export them with the number truncated to the first 8 characters.

Export Expenses as

Expenses are exported to MYOB as Service Purchases. This option defines the format in MYOB for those purchases:

• Orders
• Bills

Expense Delivery Status

Expenses are exported to MYOB as Service Purchases. This option defines the delivery status for those purchases:

• To be Printed
• To be emailed
• To be Printed and emailed
• Already Printed or sent

Export Purchases as

Connectwise Integration for MYOB can export MYOB Purchases as either:

• Orders
• Bills

Purchase Delivery Status

Connectwise Integration for MYOB can export MYOB Purchases with the following delivery status:

• To be Printed
• To be emailed
• To be Printed and emailed
• Already Printed or sent

• Item Purchases
• Service Purchases

Truncate Purchase # if too long

MYOB allows a maximum of 8 characters for purchase order numbers. If purchase order numbers in Connectwise are longer than that, they will be rejected by MYOB unless you tick this box which will export them with the number truncated to the first 8 characters.

• PO Date: The purchase date will source from the PO Date in Connectwise. This is the date of the order.
• Vendor Invoice Date: If supplied in the order in Connectwise, this date will be used instead. When no date is supplied, the PO Date will be exported by default.
• Receive Date: This is the date of the received products. When an order is part-shipped in Connectwise, each receiving packing slip will generate a separate purchase and they can be exported individually to MYOB before the order is closed off.

• Vendor Invoice Number: If one is supplied in the order in Connectwise.
• Packing Slip Number: This option is ideal if you receive products of an order in parts. Each time you receive products from an order in Connectwise, you enter a Packing Slip Number. You can export this value to the order in MYOB so you can diffrentiate the different receivings because the Purchase Number will be repeated.
• Nothing: To leave this field empty

Job Number Format

This configuration option allows you to combine the following fields to define your MYOB Job Number:

• {ProjectName}
• {CompanyID}
• {JobNumber} (Refer to the Configuration section of this document for more details on how to setup Accounting Package.)

Sample: {ProjectName} – {CompanyID} – {JobNumber}

Project Name Delimiter

The Project Name can be used as your MYOB Job Number. Refer to the Job Number Format configuration option below.

This configuration option allows you to select the text between the first letter and delimiter of the Project Name. The available delimiter options include:

• -
• ~
• !
• @
• #
• $
• %
• ^
• &
• *

Example: If you want to map projects in Connectwise to Jobs in MYOB, then the name of projects must start with the Job Number as in MYOB, followed but the delimiter and then the actual name of the project.

Project Name in Connectwise: 1661~Network Deployment

Job Number in MYOB: 1661

Job Number Format in the Configuration Screen: {ProjectName}

Project Name Delimiter in the Configuration Screen: ~

I do not use Categories

Set to this option if you do not use categories in sales and purchases in MYOB.

I will use a default Category

Set this option to set all sales and purchases to a fixed Category. Indicate the category to use by typing its name in the text box next to this setting option.

I will map receivable/payable accounts

Set this option if you want to use different categories according to a category mapping. To map categories for sales create a mapping in the GL Accounts settings table in Connectwise Manage (refer to the Connectwise Manage GL Accounts Setup section of this document) selecting “Accounts Receivable” as the Account Type. Complete the values for Table and Record on that screen to define the mapping, and set the value of the Category in the Account field.

Similar mapping for purchases are done with “Accounts Payable” as the Account Type.