The MYOB dashboard will display links to send data across as the relevant transactions progress to a syncable state. Actions for getting data from MYOB can be accessed at any time as needed. The MYOB integration does not currently support background syncing.
The general status for a transaction to be syncable to MYOB is as follows:
Invoice | Approved |
Purchase Order | Invoiced (Supplier invoice number and date) |
Transactions ready to send to MYOB will be indicated by a count. If there is nothing to be sent to MYOB, it will display the transaction is up to date. Review the available information queued to send to MYOB in the Send Data to MYOB section of the MYOB dashboard.
Sending transactions to MYOB is as simple as clicking the relevant send link.
- Send Invoices - Send approved invoices
- Send Purchase Orders - Send invoiced purchase orders
- Send Payments - Send payments applied to WorkGuru invoices
- Get Payments - Get payment reconciliation/payments from MYOB to apply to invoices in WorkGuru
- Send Cost of Goods - Send stock usage COGS journal
- Send Stock Takes - Send stocktake journals
- Send Stock Adjustments - Send stock adjustment journals
Note: If there are any issues sending data to Xero, the relevant error message will display in red detailing exactly what information can't be successfully sent to Xero. Click the message header to review the cause of the issue and how to resolve the error.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article