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

IN PROGRESS

Workbench integrates with MYOB Advanced using the MYOB Advanced API.

We first need to import the Workbench MYOB Advanced customization project in the MYOB Advanced environment to then start the configuration.

Overview:

Screen Guide:

Preparation works:

You need to be familiar with the terminology of MYOB adv vs. Workbench e.g. Companies in MYOB adv = Financial Companies in Workbench | Branches in Myob ADV = Profit Centre in Workbench. Please refer to Steve's document regarding terminologies etc.

You need to know what type of company aka '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 using multiple branches, ask clients 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.

• In Workbench -> Navigate to MYOB Adv Integration screen. Refer to the below field that needs mapping:

  • Select your Financial Company

  • Enter from the URL from MYOB adv screen

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

• In GST Types configure GST codes as per MYOB adv GST screen:
  

• 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:

Next Steps: