Assign / Map MYOB AccountRight Accounts
3rd Party Integration - MYOB AccountRight - How To
This outlines how to Assign/Map MYOB AccountRight Accounts in Back Office.
Subjects ▲ ▼
When Is It Required? ▲ ▼
When:
- Venues are implementing the Swiftpos MYOB AccountRight GL interface in Back Office for the first time, to interface with their MYOB AccountRight application.
- Venues are already using either the Swiftpos MYOB AccountRight GL interface in Back Office, and have imported an up-to-date version of Venue's MYOB AccountRight's Chart of Accounts.
What Is Required? ▲ ▼
- A connection must be established with the Venue's MYOB AccountRight application. Refer HERE for more information.
- The Venue's MYOB AccountRight's Chart of Accounts has been imported, and the Accounts tab is populated with a list of accounts.
How To Assign / Map MYOB AccountRight Accounts? ▲ ▼
In the Settings screen, do as follows:
- For each of the Account Assignment/Mapping tabs, do as follows:
- To assign/map a MYOB AccountRight Account to multiple rows, use the Filters and the Apply To options available in the Header section:
- Select a MYOB AccountRight Account from the Account drop-down list.
- Select one of the Apply To options available and apply the selected MYOB AccountRight Account to ensure it is assigned/mapped to the appropriate rows listed in the grid.
- If the Selected Rows option was selected, select the rows in the grid that are to be assigned/mapped the selected MYOB AccountRight Account.
- If no Apply To options are available then, then when the Apply button is selected, the selected MYOB AccountRight Account will be assigned/mapped to all rows in the grid.
- Select the Apply button to assign/map the MYOB AccountRight Account.
- OR, to assign/map a MYOB AccountRight Account to single rows, use the Account drop-down list associated with each row listed in the grid, and select the appropriate MYOB AccountRight Account.
- Select Save to save the changes.
- To assign/map a MYOB AccountRight Account to multiple rows, use the Filters and the Apply To options available in the Header section:
End of article ▲