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

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.

For detailed information on Jobs, select Jobs from the top menu on the Dashboard. This is where the user can export UniPhi Projects and Contracts to create Header Jobs and Detail Jobs in MYOB.

For detailed information on AP Invoices, select AP Invoices from the top menu on the Dashboard. The user can manually select the invoices to be exported. The status of the AP Invoices can be changed to display the following: The Export function in this page will only export the selected invoices and not run a sync of what is shown in the main dashboard of Accounting Integration. If an invoice has already been paid in MYOB, the user can tick the invoice on this page and press

Detailed information on AR Invoices can also be accessed from the Dashboard view. The range of functionality is similar to AP Invoices. The user can manually select invoices to be exported & view the AR Invoice list according to the status dropdown menu. The Export function in this page will only export the selected invoices and not run a sync of what is shown in the main dashboard of Accounting Integration. UniPhi’s Accounting Integration will automatically update the follow

The following will elaborate in detail the mappings required between UniPhi and MYOB for successful import and export sessions. UniPhi MYOB “Code” from Chart of Account “Account Number” from Account List Project ID Header Job Number Contract ID Detail Job Number Revenue Contract Principal Customer Card Cost Contract Supplier Supplier Card

The Chart of Accounts that will be used in UniPhi should have its “Code” mapped to the “Account Number” in MYOB as seen below. Note: · The descriptions of the Accounts do not have to be same. · This applies to all CoA used in generating invoices for Accounting Integration. This will ensure AP and AR invoices are exported the right code.

The Project ID can be found in the Summary page once the project is selected in UniPhi. The Contract ID will always have the Project ID as its prefix and is listed in an ordered list. If a job is duplicated in MYOB, it is recommended to merge the Jobs together ensuring the Job Number matches the project ID in UniPhi. Contact · The Contact listed in a Detail Job is the Principal (Revenue) /Supplier (Cost) of the Contract in UniPhi. Upon synchronising, the Merge functio

When a Financial Period is closed in UniPhi, the Accounting Integration will automatically: · Import Actual Revenue and Actual Costs into UniPhi for all the closed periods according to the Job ID assigned to the bill/invoice in MYOB. The costs will be associated according to the account code. NB: This means if an entry is made in MYOB assigned to an incorrect Job ID, the import will match on Job ID and not the Customer/Supplier name. When a date range is selected in t

The Transaction Listings report in UniPhi (found in Programme > Transaction Listing); contains all individual lines of transactions from invoices against their respective account code and project. Within this report is a column to identify the source of the transaction lines between MYOB and UniPhi. If a transaction line from an invoice matches between UniPhi and MYOB on: · Amount · Invoice Number · Account Code · Transaction date (MYOB) and In