(This page is under construction, click here to see legacy documentation.)

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 Accounts Payable/Accounts Receivable/General Ledger/Timesheets/Journals and is most likely a task that will be 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 an a .xml file in it) with the customisation.

Customisation files are kept here. Note that only Workbench employees can access this. Your 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 type of company aka 'MYOB Advanced Company Type' is used in MYOB adv because it is likely related to the 'model' section of the 'MYOB adv Integration' screen. If they are 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 clients the client or the MYOB Dealer if they are wanting to integrate with their branches also? If not -> One Legal entity.

You need to know who will be the MYOB dealer because you need to send a zip file of our customisation package for them to install. This information is obtained from your client.

The setup stage:

Once you did i. you should be able to send the Dealer a package for them to establish. Ensure clients are in the loop of communication

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.

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The setup stage:

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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

Adv

1. Advanced Integration screen. Refer to the below field that

needs

1. need mapping:

   • Select your Financial Company

   • Enter

from

1. • the URL

from MYOB adv screen

1. • for the MYOB Advanced instance.

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

adv

1. • 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)

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

3. 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:

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Screen Guide:

Next Steps: