MYOB Settings
From Subscribe-HR Wiki Help
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| − | {{page.name: Core Human Resources: Setting Up MYOB Payroll | + | {{page.name: Core Human Resources: Setting Up MYOB Payroll in Subscribe-HR - Subscribe-HR Wiki}} |
| − | {{page.head: MYOB | + | {{page.head: MYOB Settings}} |
__TOC__ | __TOC__ | ||
| − | ==Setting up MYOB Payroll | + | ==Setting up MYOB Payroll == |
This area determines how Subscribe-HR connects to MYOB AccountRight Live to import and export data. | This area determines how Subscribe-HR connects to MYOB AccountRight Live to import and export data. | ||
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<td width="458">Whether this record is Active or Inactive.</td> | <td width="458">Whether this record is Active or Inactive.</td> | ||
</tr> | </tr> | ||
| + | <tr> | ||
| + | <td>Auto-Sync</td> | ||
| + | <td>Yes/No field. Determines whether the integration will sync daily.</td> | ||
| + | </tr> | ||
<tr> | <tr> | ||
<td height="23" width="232">Company File Name</td> | <td height="23" width="232">Company File Name</td> | ||
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<tr> | <tr> | ||
<td width="232">API Type</td> | <td width="232">API Type</td> | ||
| − | <td width="458">Select | + | <td width="458">Select Desktop if the company file is hosted on your own servers. Select Cloud if it is held on the MYOB cloud.</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| Line 34: | Line 38: | ||
<tr> | <tr> | ||
<td width="232">Password</td> | <td width="232">Password</td> | ||
| − | <td width="458">Only appears if desktop is selected. Password for server log in</td> | + | <td width="458">Only appears if desktop is selected. Password for server log in.</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
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<tr> | <tr> | ||
<td width="232">Import</td> | <td width="232">Import</td> | ||
| − | <td width="458">The fields that will be imported into Subscribe-HR</td> | + | <td width="458">The fields that will be imported into Subscribe-HR.</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="232">Export</td> | <td width="232">Export</td> | ||
| − | <td width="458">The fields that will be exported into MYOB</td> | + | <td width="458">The fields that will be exported into MYOB.</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="232">Send Base Leave as Negative</td> | <td width="232">Send Base Leave as Negative</td> | ||
| − | <td width="458">Yes will | + | <td width="458">"Yes" will subtract from base hourly. "No" relies on MYOB doing this subtraction. Set this to "Yes" if all employees use base hourly.</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="232">Company File</td> | <td width="232">Company File</td> | ||
| − | <td width="458">Only appears after saving. It is linked to company files in MYOB</td> | + | <td width="458">Only appears after saving. It is linked to company files in MYOB.</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="232">Request Access</td> | <td width="232">Request Access</td> | ||
| − | <td width="458">Only | + | <td width="458">Only appears after Saving, and if API Type is set to cloud. Directs user to log in to MYOB. Logging in allows Subscribe-HR to access company files in MYOB.</td> |
</tr> | </tr> | ||
</table> | </table> | ||
| + | |||
| + | |||
| + | <b>Note:</b>When selecting which fields are imported and which are exported, do not select the same field in both multi-selects. This can cause issues when updating. Imports are run before exports | ||
Latest revision as of 21:58, 14 February 2018
Setting up MYOB Payroll
This area determines how Subscribe-HR connects to MYOB AccountRight Live to import and export data.
Each record is a company file record.
MYOB Code fields explained
| Field Name | Description |
| Status | Whether this record is Active or Inactive. |
| Auto-Sync | Yes/No field. Determines whether the integration will sync daily. |
| Company File Name | A name for the record. |
| API Type | Select Desktop if the company file is hosted on your own servers. Select Cloud if it is held on the MYOB cloud. |
| Username | Only appears if desktop is selected. Username for server log in. |
| Password | Only appears if desktop is selected. Password for server log in. |
| Base URL | Only appears if desktop is selected. Address for the server and where it is located. |
| Import | The fields that will be imported into Subscribe-HR. |
| Export | The fields that will be exported into MYOB. |
| Send Base Leave as Negative | "Yes" will subtract from base hourly. "No" relies on MYOB doing this subtraction. Set this to "Yes" if all employees use base hourly. |
| Company File | Only appears after saving. It is linked to company files in MYOB. |
| Request Access | Only appears after Saving, and if API Type is set to cloud. Directs user to log in to MYOB. Logging in allows Subscribe-HR to access company files in MYOB. |
Note:When selecting which fields are imported and which are exported, do not select the same field in both multi-selects. This can cause issues when updating. Imports are run before exports
