Create New Account in MYOB
If need to create a new account, Readysell highly recommend to use : “Import an Account List” option to result minumum auto generated system account by Myob.
Setup integration with Myob Desktop
a. Open your Myob Desktop application
b. Use this username and password
c. Go To Readysell : Accounting Integration module and Add New
Name : [select Myob Desktop]
Client ID : [use Username from point b above]
Client Secret : [use Password from point b above]
Auth Url : http://localhost:8080/accountright
(or use your Myob Desktop location)
Connection Url : [ as same Auth Url]
Enabled : {ticked]
- leave the rest blank-
d. CONNECTION
and Select company (if multiple company registered into 1 Myob Account)
Setup integration with Myob Cloud
a. login into https://my.myob.com.au/bd/Pages/Home.aspx
b. Developer page and Register App
App Name : Readysell
Redirect Uri : https://www.readysell.com.au/Authorization/Callback
c. Copy Key and Secret
d. Go To Readysell : Accounting Integration module and Add New
Name : [select Myob Online]
Client ID : [paste Myob Key from point c above]
Clinet Secret : [paste Myob Secret from point c above]
Auth Url : https://secure.myob.com/oauth2/account/authorize
Auth 2 Url : https://secure.myob.com/oauth2/v1/authorize/
Connection Url : https://api.myob.com/accountright
Api Url : [leave it blank - auto populated by Readysell]
Call Back Url : https://www.readysell.com.au/Authorization/Callback
Auth Scope : CompanyFile
Enabled : [ticked]
e. CONNECTION
- do login and allow access
-Select company (if multiple company registered into 1 Myob Account)
Result :
Create Update Sites
Result : Site mapped into Myob Cost Centres
Create Update Accounts
Readysell will pop a window with Readysell Accounts list on left side and Myob system account (created by Myob default) on right side
Note :
Myob only support MAX 4 level of account. If Readysell account have more than 4 level down, this window pop up will automatically remove (put the cross) on Readysell account that allow to be mapped
Option 1 :
Manually mapped by selecting Readysell account first and select Myob account after that.
any unmapped Readysell accounts will be automatically created in Myob -same like Option 2
any unmapped Myob accounts will be moved to the last account ID in Myob
Result :
Save to continue
Yes : to create un-mapped readysell Account in Myob
No : none created (if any journal from this Readysell account does not need toupload to Myob)
Yes : Any Readysell accounts that already mapped with Myob Accounts will be updated (Account name, tree hierarchy, Account ID, atc)
No : none updated for any mapped Readysell accounts in Myob
in Myob Result :
Note
Save : to continue with the changes
Cancel : to continue without any changes
Delete Account : to delete all accounts in Myob (if deleteable accounts)
Refresh Account : to refresh all accounts from Myob
Readysell initialise Data integration to Myob (Task Myob Upload) :
Initialise Month Start is the month customer want to start using Xero
i.e. 21st November 2023, set 11 to this parameterInitialise Year of FY Start is the Financial Year customer want to start using Xero
i.e. 2023Opening data initilisation options :
a. Option 1-Manual : Readysell will not send any opening balance, customer need to manually create a journal in Xero as opening balance
i.e. 21st November 2023, Readysell will only send delta for November dissections (1st - 21st November 2023)
b. Option 2-Auto FY (recommended) : Readysell will send all sites Children Account’s Actual Closing Balance start from End date last financial year (30th June) until last month end date
i.e. 21st November 2023, Readysell will send all sites Children Account’s Actual Closing Balances of 30th June as opening balance and 31st July, 31th Aug, 30th Sept, 31st October 2023 as opening journal and also send delta for November dissections (1st - 21st November 2023)
c. Option 2-Details : same as Option B, but instead, Readysell will send all Dissection per day from 30th June until End date last month
i.e. 21st November 2023, Readysell will send all dissections from 30th June to 31st October 2023 as opening journal and also send delta for November dissections (1st - 21st November 2023)
Readysell send delta data :
Set schedule in Task to run, recommended end of day time : 0 55 23 * * ?
Enable Task
Do not manually run task in the middle of day, unless : parameter “Run Dissection Date” filled, because it will cause missing dissection data.
i.e.
-Today is 26 January 2023 and task schedule to run 23:59pm.
-Manually run this task at 10am
-(If task manually run without “Run Dissection Date” filled) task will get value : “LastRunDissectionDate” and normally this value is yesterday (last run dissection date) : 25 January 2023
-manually run task will send dissection from LastRunDissectionDate plus 1 day, which is today : 26 January 2026 at 10am
-once task completed, LastRunDissectionDate will be updated to 26 January 2023
-A. Schedule task run at 11.59pm : task will get value : “LastRunDissectionDate” which is 26 January 2023, send dissection from LastRunDissectionDate plus 1 day, which is 27 January 2026 (none), means dissections data from 26 Jan 10.01am to 23.59pm are missing
-B. If value : “LastRunDissectionDate” changed manually to 25 January 2023, Schedule task run at 11.59pm : task will get value : “LastRunDissectionDate” which is 25 January 2023, send dissection from LastRunDissectionDate plus 1 day, which is 26 January 2026 (none), means dissections data of 26 Jan would be duplicated in Xero (one up to 10am and other one has more complete data to 23.59pm)