The MYOB AccountRight Live integration with MessageXchange (FormXchange) removes the need for double handling invoices.
- A retailer sends you an order, which arrives in FormXchange and is sent to your MYOB AccountRight Live account. Your stock levels will be reduced by the order quantity for each item.
- You process the order as usual on FormXchange (eg. Turn around the order to an advanced shipping notice and/or invoice).
- When you issue the invoice on FormXchange, the invoice will be sent to your MYOB AccountRight Live account.
Things to keep in mind
- Orders and invoices will be sent to MYOB if:
- You have matched your MYOB contact with your FormXchange retailer
- You have added your products to the FormXchange product catalogue that have:
- MYOB item number (in the item code field) and
- The identifier that your retailer uses (eg. GTIN, buyer item code)
- Your stock will be decrease when the order arrives in MYOB.
Click here to find out how to setup the integration.
What information is brought across?
Purchase/sales order
| FormXchange | MYOB AccountRight Live | Notes |
|---|---|---|
| Purchase order | Sales order | |
| Sender | Customer | This will be the customer you have selected in the setup of your integration. |
| Order number | Customer PO No. | |
| Order date | Date | |
| Ship to | Ship to | |
| Required date | Promised date | If there's no 'required date' on the order, we'll use 'earliest date'. If that's not there, we'll use 'latest date' |
| Tax inclusive (checkbox) | This is dependent on whether the retailer sends prices including or excluding GST. | |
| Qty (line level) | Ship (line level) | |
| Item code (line level) | Item number (line level) | This is linked to your product in MYOB. Your stock is reduced when an order is received. |
| Description (line level) | Description (line level) | If your retailer doesn't send a description, you can add yours in FormXchange. Follow this link to learn how. |
| Unit cost (line level) | Price (line level) | |
| Cost (line level) | Total (line level) | |
| Tax (line level) | We'll populate this as 'GST' if there's tax. If not, we'll make this 'FRE'. | |
| Subtotal | This is calculated by MYOB | |
| Tax | This is calculated by MYOB | |
| Total amount | This is calculated by MYOB | |
| Journal memo | Always 'Sale; <your company>' | |
| Balance due | This is calculated by MYOB | |
| Invoice delivery status | Always 'Already printed or sent' |
Invoice
| FormXchange | MYOB AccountRight Live | Notes |
|---|---|---|
| Purchase order | Customer PO No. | |
| Buyer | Customer | |
| Ship to | This will be the address you have for your customer in MYOB. | |
| Invoice number | Invoice No. | |
| Invoice due date | ||
| Tax inclusive | This will be unticked (ie. tax exclusive) | |
| Item code (line level) | Item number (line level) | |
| Description (line level) | Description (line level) | |
| Inv qty (line level) | Ship (line level) | |
| Unit cost (excl) (line level) | Price (line level) | |
| Tax % (line level) | ||
| Tax (line level) | Always 'GST' if it has tax | |
| Subtotal | This is calculated by MYOB | |
| Tax | This is calculated by MYOB | |
| Total amount | This is calculated by MYOB | |
| Due date | Promised date | |
| Journal memo | Always 'Sale' | |
| Invoice delivery status | Always 'Already printed or sent' | |
| Applied to date | Always '$0.00' | |
| Balance due | This is calculated by MYOB |