In three 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
- User to set tracking data using email approving
MYOB Job Tracking Example: infer job tracking data from the invoice
In this example, we are processing invoices from Bidwest. The Customer Number on the invoice is unique to each MYOB job. Therefore, we can establish 1-to-1 relationship between the customer number and job.
1. First, we change EzzyBills Settings to tell EzzyBills to extract Customer Number from the invoices.
(Login, click Settings, click Advanced Options to expand. Type in “Customer Number” in the Tracking Keywords. You can put in multiple keywords separated by comma for different supplier invoices. Click Save Settings.)
2. Upload a test invoice – the Customer Number will be extracted from the invoice (in this case 227359)
The Customer Number is then saved in the Journal Memo as Account=227359;
3. Edit the test invoice in MYOB and set the Job number manually.
MYOB now contains a link between the JOB number and the Customer Number.
4. Click “Refresh GL” in EzzyBills Settings
(to pass this invoice linkage immediately to EzzyBills; otherwise, it will be done weekly) .
5. Now upload a new invoice with Customer Number 227539, we will export the invoice and set the Job number for you.
6. Repeat the step 2 and 3 for each pair of data association, such as 227357 – NSW1, 227358 – NSW2, ….
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 Tracking Keywords in EzzyBills Settings, under Advanced Options (as shown below). Multiple keywords are separated by comma.