<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What is the MYOB Integration?</strong></p><p><strong>- Enabling the Module</strong></p><p><strong>- Connecting MYOB Tenants</strong></p><p><strong>- Importing Tax Rates</strong></p><p><strong>- Importing Clients</strong></p><p><strong>- Importing Accounts Codes</strong></p><p><strong>- Importing Products</strong></p><p><strong>- Configuring Charge Rates</strong></p><p><strong>- Importing Suppliers</strong></p><p><strong>- Syncing to MYOB</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What is the MYOB Integration?</span></strong></p><p id="isPasted">MYOB can be integrated with Halo to sync clients, items, invoices, suppliers and purchase orders between the two platforms.</p><p><br></p><p id="isPasted"><strong><span style="font-size: 14pt;">Enabling the Module</span></strong></p><p>To enable the MYOB integration, go to Configuration > Integrations > Accounts and Payments and enable the module using the plus icon in the top right-hand corner of the menu icon. Once the module has been enabled, click the menu icon to begin configuring it.</p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;font-size:11.0pt;font-family:"Aptos",sans-serif;'> </p><p><span style="font-size: 14pt;"><strong>Connecting MYOB Tenants</strong></span></p><p>Halo allows you to connect to multiple MYOB tenants. Once connected to a tenant, you will be able to configure and import tax rates, accounts, clients, items and suppliers. You will also be able to sync any changes to clients, items, suppliers, invoices and purchase orders from Halo to MYOB.</p><p><br></p><p>Before configuring any of the general settings for this integration, you must first connect to at least one MYOB tenant. Click the MYOB tenants button shown below to start this process.</p><p><br></p><p><img alt="A close-up of a messageDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY2MTNkMzEwLTc1NGMtNDJiMy05ZTE3LTBkMzJiODJiNTJmOCJ9.Gfq8lifgxmwVH07izvbV6iNU11VdiRSC8bBOspoWOIQ" height="217" width="1195" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 1. MYOB tenants.</span></strong></p><p><br></p><p>Start by creating a new MYOB connection. Once you click "New" to add a tenant, you can enter a name for the connection. It is recommended that you use your company name that you will be connecting to, as this name will be displayed throughout the Halo application in different places.</p><p style='margin-top:0cm;margin-right:0cm;margin-bottom:8.0pt;margin-left:0cm;font-size:11.0pt;font-family:"Aptos",sans-serif;'> </p><p><img alt="A white background with black linesDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI4ODhmNjZhLWQ4MzItNGNmMC04NGRlLTk5ZWJmZjAxMDVlYiJ9.4_TV0KtF2TuTj_B5R9h8t9qWsK3zgyaig-bLxiMrI7Y" height="222" width="788" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 2. URL and Name fields.</span></strong></p><p><br></p><p>The API URL can be left unchanged.</p><p>Once a sensible company name has been entered, you will need to populate the <strong>username and password for the MYOB company file</strong> that you wish to access.</p><p><br></p><p><strong><em>IMPORTANT: The company file credentials are the ones that were first required when setting up AccountRight, not your MYOB online credentials (these will be used later).</em></strong></p><p><br></p><p>If you are unsure what your company file credentials are, you can try specifying the default MYOB values of username as ‘Administrator’ and leaving the password field blank, as shown below.</p><p><br></p><p><br></p><p><img alt="A screenshot of a computerDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg3NDEyZWVhLWNlYmUtNDczZi05M2JkLTc2YmVkYzlhYzQ2ZSJ9.uGR5_1SBOp5Vx3fm6uTinhj1dYdA_fapwDgIsQ8cNFg" height="129" width="473" class="fr-fic fr-dii"></p><p><br></p><p><strong><span style="font-size: 10pt;">Fig 3. Username and password fields.</span></strong></p><p><br></p><p>You must then save, then click edit and click "Connect Now".</p><p><br></p><p><img alt="A screenshot of a computerDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFjYWNkZjE5LTM5NWEtNDZiNi1hNTM1LWM3YjAzMTVhYTRiZiJ9.5898hMss2W8TwWLLwDwc_LrFIuX9yE0BzgEkv4VIvfs" height="167" width="425" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 4. Connect button.</span></strong></p><p><br></p><p>Now you can enter your MYOB online credentials for an account that has access to the desired company file. The account you log in with must have read and edit access to all the data you wish to import into Halo. </p><p><br></p><p>Once you log in, you will be prompted to allow Halo access to your MYOB account. Click ‘Allow access’. You will then be redirected back to the MYOB tenant list in Halo.</p><p>You will need to click back into your tenant and then click edit to select an organisation from your account. As noted on the drop down, this is an irreversible decision and if you need to change it you will need to start again my deleting this tenant connection and making a new one.</p><p> </p><p>Once you have selected a company and saved, it is a good idea to check you have the correct access to MYOB before you proceed any further with the configuration. Click on the ‘Clients’ tab, then click import. This will show you a preview of the clients you can import into halo.</p><p><br></p><p><strong><em>If you instead get a 401 unauthorised error, it means you have used the incorrect credentials in the above step(s). You will need to check your credentials and try again.</em></strong></p><p><br></p><p>If you see a list of clients, you have the right access and can continue.</p><p><br></p><p>Now you have confirmed that you have the correct access to MYOB, you can continue with the rest of the integration. It is highly recommended that you proceed with the remaining integration set up by following the order of the tabs from left to right along the page.</p><p>We will be starting with Tax Rates.</p><p> </p><p><strong><span style="font-size: 14pt;">Tax Rates</span></strong></p><p><em><strong>Note: This step of the configuration is compulsory. Skipping this step will result in errors when syncing invoices later. </strong></em></p><p><br></p><p>To import your MYOB tax rates, click on the tax rates heading, then click the ‘Import Tax Rates’ button shown below. Note that clicking import will not show a preview and will immediately bring in all tax rates from MYOB. This will remove any tax rates which have been previously configured that are not assigned to a MYOB tenant (excluding the zero tax rate). If the import is successful, a popup will display showing how many rates have been imported.</p><p> </p><p><img alt="A screenshot of a computerDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVlNTAzOWY4LWYxNTItNDVjMy1iMDVhLTA5NWQyMThkYmE3NSJ9.YsVE3yv4_N5-8V8h5AujtHMk5z9ayPx-Q1ZX3gbPeo8" height="269" width="777" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 5. Tax rate import.</span></strong></p><p><br></p><p>Unwanted tax rates can be manually removed by clicking on the ‘Edit Tax Rates’ button shown above. This is where you can also manually assign tax rates. Click the ‘Edit Tax Rates’ button and open any tax rate in the list to edit it. When creating a new tax rate, you will first need to choose which MYOB tenant the tax rate is assigned to. Once you've selected the tenant, a list of tax rates from MYOB will be available to choose from.</p><p> </p><p><img alt="A screenshot of a phoneDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZiZTcxZmEyLTY5ZDctNGM3ZC1iYjYxLTk1ODgwN2E1OWVjMiJ9.zXje2af55lQuHufO7BFa4VNmcSDfGEDMJTmHWWOYNWc" height="173" width="269" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 6. Selecting a rate and tenant.</span></strong></p><p><br></p><p>Before importing your clients, it is recommended to set the default tax rates for clients under Configuration > Billing > Tax. Fill in the values you would like new clients to adopt if they are not specified during creation/import.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhmMGJjMTU5LTc5NzQtNGYwNC1hMDkzLTFlOTNmZDM1OTU0MiJ9.IVH0CzklUeFQ8PagzJ5oyD6lz7zG-B-o4faq0TnTU7o" class="fr-fic fr-fil fr-dib" width="331" style="width: 333px; height: 390.913px;" height="391"></p><p><strong><span style="font-size: 10pt;">Fig 7. Setting default tax.</span></strong></p><p><br></p><p>You will also be applying these tax rates to items, which is explained later in the guide.</p><p><br></p><p>You can import tax rates from MYOB automatically on a daily basis, this will update any existing rates and create new rates. This is enabled using the setting "Import tax rates daily" under the "Tax Rates" tab. When enabled, the latest tax rates will be automatically imported during the daily task scheduler run. This helps to keep your tax rates up to date without having to re-import manually. </p><p> </p><p><strong><span style="font-size: 14pt;">Client Imports</span></strong></p><p><strong><em>Note: This step of the integration is compulsory if you want invoices for a client to be synced. If the client already exists in your system, but is not assigned a MYOB ID via this import, their invoices will not sync.</em></strong></p><p>Now that tax rates have been configured, you can move onto importing clients.</p><p><br></p><p>When importing, existing client records in Halo will be updated if they have the same name or accounts code in Halo as they do in MYOB. If they are being imported for a second time, then the record will be updated based on the MYOB ID that has been previously assigned to the record. If you wish to link a MYOB client to a Halo client of a different name, this can be done with the mappings table under the ‘Clients’ tab. Click edit, then click the plus sign to add a new mapping. Here you can select which existing Halo client will link to the MYOB client. This will override the aforementioned name-based and accounts code matching. If a client already exists with the same name or accounts code but is assigned to different MYOB tenant, then a new record will be created.</p><p> </p><p>To import your clients, click on the ‘Clients’ tab, then click the ‘Import’ button. This will show a preview of all the clients that will be imported. If you are happy with this list, click the Import Clients button to open the importer screen, where your clients from MYOB will be listed for you to import. </p><p><br></p><p>Once you have imported at least one record, navigate to the clients view and open a client that has been imported. On the settings tab of this client, you will see that your client record has been linked to your MYOB tenant, along with other information which has been imported from MYOB. </p><p> </p><p><img alt="A screen shot of a loginDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImViOWU1Zjc2LTA5ODUtNGI4Yy04NjExLTcxODE4MDIzYTUzNCJ9.Xo-_WmnBUV2UG9V8wdVHdCwG5j1rfZfPmvZzUcjw0wg" height="195" width="317" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 8. Customer linked to MYOB.</span></strong></p><p><br></p><p>It is not possible to edit the MYOB tenant that a client belongs to once it has been assigned to the tenant.</p><p> </p><p>Providing you have correctly mapped all Halo tax rates to a MYOB tax rate, you will also see that the clients sales tax and purchase tax rates have been assigned correctly.</p><p> </p><p><img alt="A screenshot of a white backgroundDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg2ODkzMTliLTY5MjctNDJmZS04OGEwLWY0YWVmNDBlZGRhYSJ9.XqBG8aKBk9jFrLqxanGCUl-cig-Or_PHLSnuDjxzdXs" height="136" width="195" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 9. Tax rates.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Account Codes</span></strong></p><p><strong><em>Note: This step of the configuration is compulsory. Skipping this step will result in errors when syncing invoices later.</em></strong></p><p><br></p><p>Under the "Accounts" tab, you will be able to import your account codes from MYOB using the "Import Accounts Codes" button. As with importing Tax Rates, clicking this will immediately import all your accounts codes, which can later be adjusted or removed under the "View Accounts" button.</p><p><br></p><p><img alt="A screenshot of a computerDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdmMWZlNzg3LTE0ZGYtNDQyZS1iZjg2LWRmMjYzMDQ0MzVmMyJ9.1j0I-lVmnjQBqvvfzAtvgXrslnyuenHu9RpjshJQ0zw" height="150" width="799" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 10. Accounts codes.</span></strong></p><p><br></p><p>Now you can set income and expense accounts for your items in Halo. This can either be set against the item group (<strong>Fig 11</strong>), the item itself (<strong>Fig 12</strong>) or set on the invoice line for the item.</p><p><br></p><p><img alt="A screenshot of a computer screenDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQwZTk0MzBkLWI3MTUtNDJiYy1iNTAxLWQ3YzZhMTkwODhkMyJ9.Zsbh9i10ZZDCD8eTIXBqeNoJJEu18ebqz0m8760jPlc" height="587" width="544" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 11. Group level billing details.</span></strong></p><p><br></p><p><img alt="A screenshot of a computerDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZlNzUxMjgzLTBkNzctNDEyZC04MjhiLTNjNjA1NzE1MmIyNCJ9.Z5rIwrQxrEdWU-YYqjQ-4m26wkMg2r_5OwHxQGrkeRk" height="391" width="592" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 12. Item level billing details.</span></strong></p><p> </p><p>It is recommended to set the group level (<strong>Fig 11</strong>) accounts codes as well as tax codes before importing items. This is done by heading to your item list, changing the top left view to "Items by group" then right-clicking on the group you wish to edit and selecting the edit option.</p><p><br></p><p>Importing accounts codes before items also assigns the codes to the items when they are imported if the codes are set at item level in MYOB.</p><p> </p><p><strong><span style="font-size: 14pt;">Item Imports</span></strong></p><p>When syncing invoices to MYOB, every line on the invoice must be linked to an item that exists in MYOB. Therefore, you must ensure that all items that you want to sync to MYOB have been imported.</p><p> </p><p><strong><em>Note: When an item is added as a line item to an invoice, it needs to have valid account codes and tax codes assigned to it on the invoice in order for it to sync to MYOB. The tax codes are inherited from the client account easily if the client has been imported after importing the tax codes. The account codes can be assigned on the item under the billing tab or on the item group as per the previous images. The account codes are inherited on items from the MYOB import as well if they have been imported before items.</em></strong></p><p> </p><p>When importing, existing item records in Halo will be updated if they have the same name in Halo as they do in MYOB. If they are being imported for a second time, then the record will be updated based on the MYOB ID that has been previously assigned to the record. If an item already exists with the same name or accounts code but is assigned to different MYOB tenant, then a new record will be created.</p><p> </p><p>Before importing items, you must choose an item group that any imported items will be assigned to. Failing to do this may result in items not displaying correctly in Halo.</p><p>Once this is done, click the "Import Items" button to open the importer screen, where your items from MYOB will be listed for you to import. </p><p><br>Once you have imported at least one item, navigate to the items view in Halo and open one of the items you have imported. Under billing settings, you will see that the item has now been linked to the MYOB tenant. </p><p> </p><p>Providing you have correctly setup your tax rates, you will see that the tax rates have also been set on the item, along with other values such as the item and accounts codes.</p><p> </p><p><strong><span style="font-size: 14pt;">Charge Rates</span></strong></p><p>Although these are not strictly part of the MYOB integration configuration, amendments must be made to the configuration of each charge rate to ensure that each rate is linked to an item in MYOB. Failing to do this will result in invoices for labour failing to sync to MYOB. Now that all items have been imported, it is a good time to configure this part of Halo.</p><p><br></p><p>Navigate to Configuration > Billing > Charge Rates and open any of your charge rates. To link a charge rate to a MYOB item, add the item code to the Accounts ID/Nominal Code field. An example is show below for a charge rate linked to the item in MYOB with a code of ‘BOOK’.</p><p> </p><p><img alt="A screen shot of a remote supportDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVkODQ5ZjE5LWMwMTktNGY1Ni04ZWU0LTZhM2FmMTJiY2JkMSJ9.MVoj3kAg2-wpHztvDAxqDZe1P3rx_dnAQ_dNuEUNsvI" height="418" width="555" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 13. Charge type.</span></strong></p><p><br></p><p>Any charge rates that you do not want to link to an item should be made inactive, otherwise your technicians may use them unknowingly which will cause issues down the line when trying to sync invoices.</p><p><br></p><p><strong><em>Note: These fields are absent on the "No Charge" charge rate as this is a system defined field for labour that is not to be billed.</em></strong></p><p> </p><p><strong><span style="font-size: 14pt;">Supplier Imports</span></strong></p><p>In order for purchase orders to sync, each supplier in Halo must be assigned a MYOB ID. If you intend to sync purchase orders to MYOB, you should ensure that all of your suppliers are imported from MYOB first.</p><p><br></p><p>When importing, existing supplier records in Halo will be updated if they have the same name or accounts code in Halo as they do in MYOB. If they are being imported for a second time, then the record will be updated based on the MYOB ID that has been previously assigned to the record. If a supplier already exists with the same name or accounts code but is assigned to different MYOB tenant, then a new record will be created.</p><p> </p><p>To import suppliers, head to the "Supplier" tab and click the Import Suppliers button to open the importer screen, where your suppliers from MYOB will be listed for you to import. Once you have imported at least one record, navigate to the suppliers view and open a supplier that has been imported. On the settings tab of this supplier, you will see that your supplier record has been linked to your MYOB tenant, along with other information which has been imported from MYOB. </p><p><br></p><p><strong><span style="font-size: 14pt;">Syncing to MYOB</span></strong></p><p>Now that you have imported tax rates, accounts, clients, items and suppliers, you are ready to enable syncing to MYOB. By enabling this feature, whenever you create or update a client/item/supplier in Halo, the changes will be synced to MYOB. If the client/item/supplier in Halo is correctly linked to a MYOB record, then the record will be updated in MYOB, otherwise a new record will be created.</p><p><br></p><p>To enable syncing of any entity to MYOB, add the entity to the "Entities to Sync" field under the "Syncing to MYOB" tab.</p><p> </p><p><img alt="A screenshot of a computerDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNiNGJmZjU2LTRjYzktNDJmZC05ZDRlLWNmNWIzNmFlY2I4MiJ9.5UN2sQV-cUgLUO8-EJmwymIAhHsdukN5Xx5zDIRFCYk" height="393" width="886" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 14. Selecting entities to sync.</span></strong></p><p><br></p><p>Once you have added at least one entity to this field, you will be presented with an additional configuration option.</p><p>There is the option to show a message whenever a sync is successful. It is highly recommended that you enable this feature, particularly when first using the integration, as it gives a good indication that the actions you are taking are working. For example with this feature enabled, if you try to sync an invoice for a client who has not been correctly linked to a MYOB client, then no popup will display, which will indicate to you that Halo has not tried to sync the invoice to MYOB.</p><p> </p><p><strong><span style="font-size: 12pt;">General Settings</span></strong></p><p>Now that you have connected to one of your MYOB tenants, you can revisit the initial module setup screen (Configuration > Billing > MYOB Integration).</p><p>Here, you can choose a default tenant which will be used for new clients, suppliers and items. </p><p> </p><p><em><strong>IMPORTANT: This field should not be left blank. If left blank and you don't set this value manually when creating a new record, the record will not be synced to MYOB. If the new record is a client, it would mean that you cannot sync their invoices to MYOB.</strong></em></p><p> </p><p><strong><span style="font-size: 12pt;">Syncing Clients</span></strong></p><p>When you are creating a new client, there are some compulsory fields that must be completed for the sync to be successful. These fields are located on the settings tab of the client under the Billing Settings header. The first compulsory field is the MYOB tenant. If you have chosen a default MYOB tenant in the previous step, then this field will already be populated for you.</p><p><br></p><p>The second compulsory field is the account number/code. If you leave this field empty, then the client record will not be synced to MYOB, so you can leave this field blank if the client is an internal client that you do not want to be synced. The generate button (available in edit mode) will automatically create an account number. If you do not want your technicians to have to manually generate this value, then you can enable auto generation of the accounts number. This can be enabled in Configuration > Billing > General Settings.</p><p> </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAzZTNjMTY5LTIzNGUtNGE0MS04ZTJhLTgwNzA1M2VhY2U2OCJ9.rf9afK2rrKuX7YkfLTjecu8YviuLg4TlM9oJXUCHOMI" class="fr-fic fr-fil fr-dib" width="350" height="78"></p><p><strong><span style="font-size: 10pt;">Fig 15. Accounts ID option.</span></strong></p><p><br></p><p><strong><em>WARNING: Failure to populate either of these fields will result in the client not being synced to MYOB.</em></strong></p><p> </p><p><strong><span style="font-size: 12pt;">Syncing Items</span></strong></p><p>Like clients, items have compulsory fields that must be completed when you create them in order for the sync to be successful. Again, the MYOB tenant and item code field (sales only) are required for the item to sync to MYOB. If you have enabled automatic generation of accounts IDs as explained above, then this will also apply for new items and the item code will be automatically generated for you.</p><p> </p><p>In addition to these two fields, the accounts code (sales only) must be populated. Some technicians will likely not know which accounts codes should be used for new items, which is why we have implemented a default option for these fields. These defaults can be configured in Configuration > Items and Stock Control > General Settings, so whenever your technicians create a new item, these fields are automatically populated for you: </p><p> </p><p><img alt="A screenshot of a computerDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk1OTcyNGMzLWVkN2MtNGNjZS05YTZlLWZlNWQ1YTM3OGQ4NiJ9.hOPUuOE5u9RSQfoYn0-B7BJf9liDJzkAHxRXfr7Lt0s" height="217" width="425" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 16. Account code defaults.</span></strong></p><p><br></p><p>The account codes can also be inherited from the item group. If technicians create the item on the correct group, when added to an invoice, the item will inherit the group's codes if the fields are left empty at item level.</p><p> </p><p><strong><span style="font-size: 12pt;">Syncing Invoices</span></strong></p><p>Providing all steps of this guide have been followed, and every entity in Halo is correctly linked to an entity in MYOB, syncing invoices will be straightforward. All types of invoices can be synced to MYOB, whether it be for labour on tickets or an invoice created from a recurring invoice. We will only look at raising a basic manual invoice in this guide for simplicity.</p><p> </p><p>When first opening a new invoice, you will see a MYOB Details header on the right-hand side of the invoice.</p><p><br></p><p><img alt="A screenshot of a phoneDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZiOGUxM2NkLTBjOTUtNDVhYS05N2I2LTAxYjIzZjY1OGNmYiJ9.227RU-ZfYi5igPAiIIaLONItI2EbMqy3COXAQPIbXQA" height="335" width="271" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 17. MYOB syncing and details.</span></strong></p><p><br></p><p>These fields will be blank at first and will populate once you save the invoice and it successfully syncs to MYOB. There is also a button to manually trigger a sync to MYOB, which is useful if you need to fix an invoice error and then force a resync.</p><p> </p><p>When first adding an item to an invoice, the item code will be displayed on the invoice line.</p><p><br></p><p><img alt="A white rectangular object with black textDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk1ODAwMDM4LThiMTYtNGM2My04M2ZmLTRjN2U0ODJhY2NiZSJ9.DCBVka7DZlm81pHE2ORG8CkJEJRPESTvNE_ZB4w7IIg" height="166" width="1118" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 18. Item code on an invoice item.</span></strong></p><p><br></p><p>This is the first basic indication that the item you've added to the invoice has been successfully linked to a MYOB item. If no item code is shown, you can either edit the line and manually adjust the item code or, when the invoice is saved and you have chosen a default item code for invoice lines, the line will automatically be assigned the default item code. </p><p> </p><p>When saving the invoice, there are some common errors that can occur due to misconfiguration. If the error mentions tax rates/codes not being specified or being invalid, then the item that is assigned to your invoice line is likely not assigned to a tax rate which has been linked to a MYOB tax rate. Likewise, if the error contains information about an invalid item on the invoice, then one of your items/charge rates has not been correctly linked to a MYOB item.</p><p> </p><p>In these circumstances, you should revisit your configuration and check that these entities have been linked together correctly. Once you've made changes to your configuration, you should re-add the line to the invoice so that the changes take effect on the invoice. As long as one field/line is modified, then the changes will be synced across to MYOB. Alternatively, you can force a sync using the "Sync to MYOB" button mentioned above.</p><p> </p><p>If no errors have been shown but the third-party invoice number (shown under the MYOB Details heading) is showing as "Not set", then Halo has not tried to sync the invoice. This will be due to the client record not being linked to a MYOB tenant or not having an account code assigned to them. In this scenario, you should ensure that these two values are set against the client record and then delete and recreate the invoice.</p><p> </p><p>Updates to invoices that have already successfully synced to MYOB will also be synced to MYOB, for example, if you wanted to increase the quantity of an existing invoice line.</p><p> </p><p>A method similar to a two-way sync is possible. Within the MYOB module, enable the below checkbox. This will delete and recreate each line on the MYOB invoice to ensure that the invoice lines on both platforms match.</p><p><br></p><p>If this is not enabled/previous versions, all changes should be made in Halo.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFkZWM2YWQ0LTAwNDEtNDNjZC04ZTAzLWRiZTNlMGM2MDBlNiJ9.intg9PtL3JMOaHVkpiCGFTa4E_DBXSVvVu9cfgQ4qEU" class="fr-fic fr-fil fr-dib" width="724" height="61"></p><p><strong><span style="font-size: 10pt;">Fig 19. Invoice line creation option.</span></strong></p><p><br></p><p>These can be deleted in MYOB when deleted in Halo.</p><p><br></p><p><strong><span style="font-size: 12pt;">Syncing Suppliers and Purchase Orders</span></strong></p><p>Syncing suppliers and purchase orders works in the exact same way as clients and invoices. The mandatory fields for a supplier to sync successfully are the same as the mandatory fields for clients and can be found in the same location. There is currently not an option to automatically generate the accounts code for a supplier, so this must be done manually.</p><p> </p><p><em><strong>Note: Due to current limitations, the address field of a supplier does not get synced back to MYOB.</strong></em></p><p><br></p><p>Purchase orders also have the exact same requirements as invoices. These can be deleted in MYOB when deleted in Halo.</p><p><br></p><p><strong><span style="font-size: 12pt;">Syncing Bills</span></strong></p><p>Bills can be synced and updated in MYOB when created from purchase orders in Halo. You can set the default freight tax code with the "Syncing to MYOB" tab. These can be deleted in MYOB when deleted in Halo.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhkZjg3ZWFlLWJjMDAtNGQ2MS1iMjY4LTdjOTA1MWM4MTc0OSJ9.F_3FEeH4_B5Ki682to16Jy3vO2vQK3o8l-U2HodLM6U" width="213" height="140" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; max-width: none !important;" id="isPasted" class="fr-fil fr-dib"><strong><span style="font-size: 10pt;">Fig 20. Bills default tax code.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Syncing Payments</span></strong></p><p>Payments created or posted to Halo can be synced to MYOB. There is an option to choose an account to receive payments within the "Syncing to MYOB" tab. If no account is selected here, payments will be classed as undeposited funds in MYOB.</p><p><br></p><p><strong><em>Note: Payments edited/deleted in Halo will not be edited/deleted in MYOB.</em></strong></p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ1MjkwZjc0LTVhODgtNDY0ZC1hNmIwLTk3MTRiOGJkOTY0NyJ9.oXYEutHENy2WKAULFxWd83E2RvUSbv6_WoJjrv3Qwd8" width="474" height="203" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; max-width: none !important;" id="isPasted" class="fr-fil fr-dib"><strong><span style="font-size: 10pt;">Fig 21. Payment sync account.</span></strong></p><p><br></p><p>Payments can also be synced via the Halo integrator. Payments are received based on the last sync date, and this can be reset to retrieve the last 7 days of payments. Only payments for synced invoices will be imported.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlhZjczYTk2LTMxMGQtNDBkNS1iMzBiLThmZTdjMTc1N2QzOCJ9.xcglvy_rz_7cWc9NRvULbbgapLpHVlhJeUs0XoBY9VA" class="fr-fic fr-fil fr-dib" width="772" height="292"><strong><span style="font-size: 10pt;">Fig 22. Payment sync.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Default Items</span></strong></p><p>Default items can be set in the main configuration page of the MYOB integration. The nominal and purchase nominal accounts codes will be used if the line does not have an item, or if the item does not have an accounts code set.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRiOWNmNTAzLWY4ODEtNGJhMi05MTY4LWUyYWRkNzk5Nzk5ZCJ9.CPK_Rt6cYIlC4yH7kd7Z8f3o3kQO-lRJDiJEogRLoDo" class="fr-fic fr-fil fr-dib" width="241" height="243"></p><p><strong><span style="font-size: 10pt;">Fig 23. Default items.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Errors</span></strong></p><p>In the event that a sync to MYOB fails, all errors are saved against the MYOB tenant connection for traceability. To review these errors, navigate to Configuration > Integrations > MYOB > MYOB Tenants, open a tenant that you are connected to and switch to the "Outbound Requests" tab.</p><p><br></p><p><img alt="A screenshot of a computerDescription automatically generated" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY5MjUzNGMwLWE5NjQtNGM0Ni1iMWRmLTBmZGQyMjA0YTk4ZCJ9.CY6J4q2Ayjfbkohi0-epyphm7gvhjMSHbW2ITZ4pAX0" height="253" width="830" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 24. Outbound Requests tab.</span></strong></p><p><br></p><p>The table will provide an overview of the errors in the order in which they occurred. By double clicking the error, you can see further details.</p>
