Accounting Integration - Dashboard

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 be created in MYOB. This number represents the contacts that have invoices associated which have to be created in order for a successful invoice export.

·         Number of AR and AP signed-off invoices exported to MYOB.

Additionally, all actual costs and revenue are imported within the specified dates into UniPhi.