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Use the MYOB integration
Use the MYOB integration

How to post invoices, make links between organizations, and take payments

Vanessa Behrens avatar
Written by Vanessa Behrens
Updated over a week ago

Once you’ve set up your MYOB integration, there’s four core functions you’ll want to explore:

  • Link organizations to MYOB contacts

  • Import or export organizations

  • Post invoices to MYOB

  • Record payments in MYOB

Link organizations to MYOB contacts

Head to People & Organizations and edit any organization. You’ll see a “Linked Xero contact field.” Start typing the name of a contact in Xero and Current will auto-suggest from matching results

If you have the “Create a linked MYOB Contact when creating an Organization?” toggle set to YES in your integration screen, a new linked MYOB contact will automatically be created when you create an organization in Current.

Import or export organizations

At any point, you can import contacts from MYOB to Current or export organizations from Current to MYOB. This is especially useful if you have other departments that create customers in MYOB and you wish to bring them into Current RMS, or if you have the “Create a linked MYOB Contact when creating an Organization?” toggle turned off in your integration settings.

To import or export, go to System Setup > Integrations > MYOB. Check out our guide for more: Import and export organizations from MYOB

Post invoices to MYOB

Provided your integration is set up correctly and all mappings are completed, posting an issued invoice is just one click.

From an issued invoice, hit Post Invoice under “Actions”.

That’s it! Current RMS will post the invoice to your accounts solution. If all goes well, you’ll see a green notification at the top-right.

If there’s a problem, Current will let you know. We’ve got a troubleshooting guide that can help sort any problems, see:

Record payments in MYOB

If you like, you can set up Current RMS so that you can record payments in MYOB straight from an invoice page.

Once set up, hit Take Payment under Actions to get started. Pop in the details and post!

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