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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. 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 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 a 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 in Workbench for integrating with MYOB Advanced, they are:

One Legal Entity (Model 1).
One Legal Entity with Multiple Branches (Model 2).

Tip
Workbench recommends implementing One Legal entity with multiple branch support for better divisional reporting in both systems.

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

Preparation work:

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

Workbench | MYOB Advanced

Financial Companies | Companies
Profit Centre | Branches

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 to 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 Model 2 described above → One Legal Entity With Multiple Branches

Otherwise, it would be model 1 = One Legal entity.

The setup stage:
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.
In Workbench -> Navigate to the MYOB Advanced Integration screen. Refer to the below fields 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. Must be a user with enough access to do all the configuration (user with the ‘full user API’ licence).
Enter the MYOB Branch: The Branch in MYOB is the Profit Centre Code In Workbench. It can be the default Branch they use in MYOB.
Select a model, based on how they want to integrate, either using branches or Sub-accounts, as per the explanation in the graph above.
Default Tax Category, it most cases is the Tax Category called DEFAULT in MYOB. Verify the correct Tax Category ID and populate it in this field.
Find Tax Categories in MYOB, and open the DEFAULT Tax Category. Use the Tax IDs in MYOB and map them to the GST Types in Workbench. Export Codes in Workbench must be populated with the corresponding Tax ID from MYOB. We recommend you copy and paste rather than type to avoid errors. Reciprocal codes are only required if intercompany is used.
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In MYOB, log in using the user provided by the MYOB Dealer. Assuming the licence is set up correctly, you should be able to access the client’s company database.
Verify the MYOB Company (financial entity) type.
To find this information search for Companies in MYOB (use the search box at the top) → select Configuration/Companies and find the company for the Financial Company it is being integrated with. You can us ethe magnifying glass on the Company ID field to find it. Once selected the screen will display all details that were configured bythe MYOB Dealer. Note that you should not chnage anything on this screen, is just to validate what company type they are using and help you understand what integration model they will be using.

Create a new MYOB Attribute called FINCO, which will be key to connect MYOB and Workbench. Once the new attribute is created add each one of the financial companies being integrated.

Search for Attributes (Configuration/Common Settings/Attributes) and add a new Attribute:
Attribute ID = FINCO
Description = Financail Company
Control Type = Multi Select Combo
Add new values on the Finco attribute, one per Workbench Financial Company being integrated.
Value ID = Workbench Finco Code
Configure Profit Centre’s Export Code with the corresponding BRANCH ID from MYOB. (Does this need to be done to on all 3 models??? or only Model 1 - One Legal Entity with Multiple Branches
Only populate the Branches that are being integrated with Workbench.

Suppliers:
To bring suppliers across from MYOB to Workbench configure the following fields in MYOB for each supplier (see video with the steps):
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PURCHASE SETTINGS tab / Other settings/ Default Branch and select the right branch.
ATTRIBUTES tab and add the Cinancial Companies attribute and the right Finco.
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title Model 1 - One Legal Entity with Multiple Branches
Typically, this model is setup when the client requires divisional reporting by Branches in MYOB Advanced instead of sub-accounts.
To import Suppliers into Workbench
To import Suppliers into Workbench In MYOB Advanced - Enter the Branch ID into the Suppliers > Purchase Settings Receiving Branch. Then import the Companies via the Workbench MYOB Adv Integration screen.

Overview:
Screen Guide:
Next Steps: