Use our MYOB integration to post invoices straight from Current RMS to MYOB.

We’ve broken down the setup into six steps. Depending on how your business works, you might not need to complete all of these steps:

You’ll need a MYOB account to use our MYOB integration. Sign up on the MYOB website.

Head to System Setup > Integrations > MYOB to start the configuration.

Hit the Connect to MYOB button to authorize the connection between Current RMS and your MYOB organization.

A window will open prompting you to login to MYOB if not already signed in, then choose an organization on your account to link to.

The default account code is used when posting an invoice to MYOB with invoice items that contain an accumulated charge. For example, when an opportunity is invoiced with the grouping option of “opportunity,” the line on the invoice may contain charges from multiple revenue groups.

The default tax code is used to when calculating tax on invoices. The information available will be depended on the settings on your MYOB Account.

The default deposit account is used to when processing payments. The information available will be depended on the settings on your MYOB Account.

Set this to NO to prevent zero value invoice items from being posted from Current RMS to MYOB.

When set to YES, when you create an organization in Current RMS, a new contact is automatically created in MYOB. This organization is linked to the contact in MYOB, so invoices posted are associated with this contact in MYOB.

A linked contact won’t be created if you fill in the “Linked MYOB contact” field when creating an organization.

Use the Import contacts and Export organizations buttons to bring contacts in from MYOB or export organizations to MYOB.

We’ve a full guide that runs through importing and exporting in more detail, see: Import and export organizations from MYOB

When set to YES, when you create an organization in Current RMS, a new contact is automatically created in MYOB. This organization is linked to the contact in MYOB, so invoices posted are associated with this contact in MYOB.

A linked contact won’t be created if you fill in the “Linked MYOB contact” field when creating an organization.

As mentioned above, products, services, and text items in Current RMS are assigned a revenue group for rental and sale. In this section, you map revenue groups in Current to MYOB account codes.

You’ll see a list of your revenue groups on the left and a list of MYOB accounts on the right. Map each account here.

If you add a new account in MYOB and need to update a list, hit the the blue refresh link to the right.

To add new revenue groups, head to System Setup > Revenue groups.

In this section, make links between tax rates in Current RMS and MYOB.

You’ll see a list of your tax rates on the left and a list of MYOB tax rates on the right. Map each tax rate here.

A tax rate in MYOB can consist of multiple tax components (rate percentages) to cater for regions where both state and city tax is applicable. Within Current the state and city tax rate percentages are created as separate tax rates and combined using a tax rule.

With such a tax configuration, link both Current tax rates to the same MYOB tax rate.

Review all of your settings, then when you’re happy toggle the “Enabled” slider at the top to YES.

When the slider is set to YES, the MYOB options become visible in your Current RMS system, e.g. you’ll now get the option to Post invoice against an invoice.