expensemanager can sync suppliers, projects and project tasks from MYOB Advanced. The Admin user can simply click into ERP Sync under “Setup” section, choose what they want to sync and click on Update.
The system them creates all the new suppliers, projects or tasks that have been created in MYOB Advanced and/or disable the ones that have been made inactive in MYOB Advanced. Once the sync has been completed, the bars will be shown in “green”.
- MYOB Advanced will be the master database, so all the new suppliers, projects and tasks must be added in MYOB Advanced and then the ERP Sync function can be used to bring those items into expensemanager.
- With the suppliers, expensemanager only brings in “Active” suppliers from MYOB Advanced. The inactive, on-hold and one-time suppliers will not be synced.
- With the projects, expensemanager only brings in “Active” projects. The completed, suspended and canceled ones will not be synced.
- With the project tasks, expensemanager only brings in “Active” projects. The completed, in planning and canceled ones will not be synced.