To access MYOB Integration, follow the steps below: 1. In UniPhi, expand the side hamburger menu 2. Select and Click the Configuration > Accounting Integration module. Upon clicking, you will be taken to MYOB’s portal and requested to login into my.MYOB. Once login is successful, credentials are required to access the MYOB company file. Please note that the ‘single sign-on’ feature (that allows linking company file’s user ID with my.MYOB account) introduced in MYO

Administrator: Under Configuration > Accounting Integration > source of actuals = Excel Accounting system has Project Ledger = select Yes if the chart of accounts in your Finance system matches the CoA in UniPhi. Select No if the chart of accounts is different to what is in UniPhi. By selecting Excel as the source of actuals, users can import transactions from their accounting system via Excel. Using the Interface Under Costs > Accounting Integration If All Projects is select

The Dashboard is where you will find highest level of information. The Dashboard contains a date range selector which can be used to specific the Start Date and End Date of the data required to be synced. Once dates are specified, the dashboard will refresh to show the following: · Number of jobs that will be created in MYOB. A Header Job in MYOB corresponds to a Project in UniPhi whereas a Detail Job corresponds to a Contract. · Number of contacts that will b

For more information regarding contacts, select the Contacts button. This view will show the total number of new contacts that will be either imported from or exported to MYOB. NB: This number is different to that shown in the Dashboard as it represents contacts from jobs that currently have no invoice to associate. The Merge task, when selected, allows contact mapping functionality between UniPhi and MYOB. 1. Select the Source to which mapping is to be made from. 2.