Inovicing and Accounting ATS

This will be produced once real and live data can be used.

Notes + Research

http://community.myob.com/t5/AccountRight-Sales-and-purchases/Format-for-importing-invoices/td-p/396686

It looks like I can setup a CSV file that you can import directly from MYOB. If you can export me out a ‘typical’ current trace invoice for what you require I can then should be able setup the correct fields, and a click and download file to export for each project. Etc.…

http://help.myob.com/wiki/display/ar/Importing+and+exporting+data ( MYOB information)

Tasks to achieve.

So what I do is, export client cards to MYOB first, after we have entered new clients into the database. Therefore MYOB will recognise and not reject invoices for new clients.
Then we simply export an invoice to MYOB. We do this in bulk, so ideally, one bulk import a day or week.

We wont need ATS to say anything other than “billed’ one an invoice has been generated. For auditing sakes, we’d only need to be able to generate a report that shows all jobs that were “invoice” over a given period and I could just cross check that manually with myob. No big deal. If anything doesn’t go through during the export/import phase, myob generally tells us.

So basically what I need to provide to you is the client card fields that MYOB recognises, so then when we add a new client into ATS we are filling in these mutually recognised fields, and then the invoice fields so when we generate an invoice in ATS, they use fields recognised by MYOB.