Importing from MYOB

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 the dashboard, the integration will, for that date range:

·         Update the imported actuals including

o   Account code changes made in MYOB after the initial import.

o   Detail Job changes made in MYOB after the initial import.

NB: This will NOT clear the data in UniPhi from the initial import. The original costs will remain and will need to be cleared manually.