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Return to MYOB Accounts Receivable Integration
Article Index

Table of Contents


The following information outlines important analysis questions and activities that MUST be performed before undertaking the installation and configuration of Framework of Framework Integration.

Each question should be considered and the responses recorded. The responses will be required when installing and configuring Framework configuring Framework Integration.

Email Configuration

Analysis Questions

Response

Email Server Name

(Integration emails are sent via this server)

 


Email Server IP Address

 


Contact Person

(IT contact person's name and email address)

 


Do emails sent to this server HAVE to be from a valid user?

(To ensure emails are not rejected)

 


If Yes, what is the valid user email address?

 


Is security needed to send emails to this server?

(To ensure emails are not rejected)

 


If Yes, what is the:

  • Username:

  • Password:

 


Internal Staff Email Address

(Who will receive log emails?)

 


Internal Public Folder Email Address

(A public folder to store emails)

 


Insula

Software Support

Software Support Archive

integrationsupport@insulagroup.com.au

...

MYOB Configuration

Analysis Questions

Response

MYOB Server

MYOB Server Name

(Server where

the MYOB database

the MYOB database is installed)

 

MYOB Server


MYOB Server IP Address

 

MYOB Version


MYOB Version Number

 

MYOB Database


MYOB Database Name

(what is the data referred to?)

 


Native Folder

(e.g., C:\Data\MYOB\)

 


Database File Name

(e.g., *.myo)

 


Database File Name

(e.g., *.myo)

 

MYOB Security


MYOB Security User Account Database:

- Username (e.g., ODBC)

- Password (e.g., secure)

 

...


MYOB Claims Invoicing

Analysis Questions

Response

Accounts Receivable (AR) Managers

(contact person's name and email address)

 


Invoicing Staff/Contact People

(name(s) and email address(es))

 


Are they all based in the same location?

 

 


Do staff

run MYOB via

run MYOB via Thin Clients (e.g., Citrix, etc.)?

 


What is the Schedule of Claims?

 


Do you have multiple Claim Schedules/Templates?
(e.g., HIA Contract; Payment on Completion)

 


When are Post Contract Variations Invoiced?

  • Amortised into the contract stages before going to site

  • As they are raised/approved

  • When going to site

  • When the work on the location is complete

  • At the end of the job with the Final Claim

 


When are Building Variations Invoiced?

  • As they are raised/approved

  • When the work on the location is complete

  • At the end of the job with the Final Claim

 


Are invoices created daily or weekly? 

If weekly, which day? 

 


Are claims invoiced based on construction stage forecasts?

 


Invoice Number Format (8 characters):

  • Job Number/Claim Number

  • Job Number - Claim Number

 MYOB General


Are Invoice Numbers sequential?

 


MYOB General Ledger Account Code (GLac)

 


Claims Rounding Method?

  • Whole Dollars (Standard)

  • Nearest 5 Cents

  • No Rounding

 

...


MYOB Claims Receipting

Analysis Questions

Response

Receipting Staff/Contact People

(name(s) and email address(es))

 


Are Receipt Numbers entered

into MYOB

into MYOB? 

If yes, which field? 

  • Cash Receipt ID - 'TPMT'