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IN PROGRESS

Workbench integrates with MYOB Advanced using the MYOB Advanced API. This document explains how to configure the integration between the two systems for . This includes:

• Export of batches of Job cost financial data from Workbench to MYOB Advanced financials (Accounts Payable/Accounts Receivable/General Ledger/Timesheets/Journals)

• Import of various master data into Workbench from MYOB Advanced.

• Import of Job Receipts (AR) and Payments (AP).

This document outlines the different models of configuration in MYOB Advanced for new Workbench clients.
The below displays the configuration of Master files between the two integrated systems.

Model 1
In the below case, there is most likely a task that a requirement for 1 x Masterfile in MYOB Adv. accommodating multiple financial companies in Workbench.
MYOB Advanced Customers (AP) Workbench Suppliers (AP)
Bunnings – 1 x Masterfile record. Bunnings - Financial Company = 01
Bunnings - Financial Company = 02
Bunnings - Financial Company = 03

Model 2
In the below case there is only need for the below customer to be transacted for Financial Company 01 and 02 not 03.
MYOB Advanced Customers (AR) Workbench Companies (AR)
Melbourne Water – 1 x Masterfile record. Melbourne Water - Financial Company = 01
Melbourne Water - Financial Company = 02

There are two Models for integrating with MYOB Advanced, they are:

• One Legal Entity

• One Legal Entity with Multiple Branches.

Image Added

The integration configuration is a task most likely performed by a Workbench Support Consultant will perform. If you are looking for FAQs or troubleshooting an error please check the MYOB Advanced FAQs page under this same section.

Preparation works:

1- Important terminology to be familiar with in MYOB Advanced.

Workbench | MYOB Advanced

• Financial Companies | Companies

• Profit Centre | Branches

• Please refer to Steve's document regarding terminologies etc.

2- Find out the MYOB Dealer contact.Before the integration configuration can start, the MYOB Advanced dealer must import the Workbench-MYOB Advanced customisation package into MYOB Advanced. Send them the latest version of the .zip file (that contains a .xml file in it) with the customisation.

Customisation files are kept here. Note that only Workbench employees can access this. A Customer Support Consultant will provide this file to the MYOB Dealer.

3- Request the Dealer to provide an MYOB user with the ‘full user API’ licence. This will give you access to all you need. Later on, once the integration is up and running the Dealer might decide to change the user’s licence to one that has less access but still allows the integration to work as expected.

4- You need to know what MYOB Advanced Company Type the financial entity is set as in MYOB, as this will be needed to set the 'Model' option in Workbench as part of the integration setup.
If the Client is using multiple branches, ask the client or the MYOB Dealer if they are wanting to integrate with their branches as well. This would be a model = One Legal Entity With Multiple Branches

Otherwise it would be model = One Legal entity. This is the most simple way to integrate.

The setup stage:

1. Customisation package sent to Dealer and imported into MYOB Advanced. Ensure the client is kept in the loop of all communications between you and the MYOB Dealer.

2. In Workbench -> Navigate to the MYOB Advanced Integration screen. Refer to the below field that need mapping:

   • Select your Financial Company

   • Enter the URL for the MYOB Advanced instance.

   • Enter in Username and password of the user that will be integrated between MYOB and Workbench.

   • Enter in the Branch (can be the defaulted Branch that they use)

   • Check Model (with reference to MYOB adv companies screen or ask your client / their dealer)

   • Check their Tax Category (with reference to MYOB adv screen)

3. In GST Types configure GST codes as per MYOB adv GST screen:
   

4. In MYOB adv -> Log in using the user given to you (assuming license is set up correctly, you should be able to access their company database.

   • URL (address):

   • The screenshot shows company type -> by searching in the magnifying glass icon -> search 'Companies' -> select Configuration ->  Companies so follow mini video:

Overview:

Screen Guide:

Next Steps: