MYOB Job Tracking

 
In two ways, job tracking is automated by EzzyBills for MYOB users.

  • The job tracking data are inferred from your past invoice history. An example of this is provided below.
  • Or, for the invoice processed, if there is a matching Order on your MYOB account, we will copy the job data from the Order to the bill. Find out more

 
Next on this page, the following information on job tracking for MYOB users are provided.

  • Firstly, an example is used to show how it works; then
  • Notes are provided on how to get it work;

 
MYOB Job Tracking Example: infer job tracking data from the invoice 

1) The Customer Ref is extracted from the invoice (in this case 227359)

20160427_tracking1

2) The Customer number is then saved in the Journal Memo as Account=227359;

20160427_tracking2

3) You now need to go through the invoice and set the Job number manually in MYOB

20160427_tracking3

4) MYOB now contains a link between the JOB number and the Customer Ref number. You need to click “Refresh GL” in EzzyBills User’s Setting to pass this invoice linkage immediately to EzzyBills (otherwise, it will be done weekly) .

20160427_refreshGL

5) Now if you upload a new invoice with Customer Number 227539, we will export the invoice and set the Job number for you.

20160427_tracking4

 

 

Notes – How to get the example above work:  

1) All lines in an invoice will have the same tracking data.
2) In the above example, “Customer Number” is used for job tracking; it could be other numbers such as “Job Number”, or “Reference Number”.
3) To help EzzyBills extract the correct number for job tracking, you can set the “Purchase Order Keywords” (as shown below)

Under the user profile setting, tick “Override Purchase Keywords”, and type in the common key phrases for job tracking, and then click “Save”.

2016_11_15_override_po_keywords