MYOB Import Process - CoS Invoices

This process will show you how to import a way to be able to import from Careview into MYOB

1. Create Export file ( CoS Invoice Process guide, please note we will be using the Sales template for this process )

2. Extract the file from the extraction button in the ribbon 

Your clients should be setup as Cards with their NDIS number as the card ID and the email field with their Plan Managers email address. This will ensure the email address is automatically populated once the email is to be sent off. An Activity for the Support Item you are charging should also be created in MYOB

Any support needed for MYOB should be organised with them directly or use their website for more information

3.  Import into MYOB by going to File select Import/Export Assistant

4. Select Import Data

From the Import: drop down select Sales 

From the Sales type: drop down select Time Billing

5. Select your file, making note you may need to change your file type to ALL FILES in the windows explorer

6. Use the below selection options

7. The below options is just want can be used for importing:

o   Date to Date

o   Quantity to Hours/Units

o   Price to Rate

o   Item Number to Activity ID

o   Total to Amount

o   Description to Notes ( if you have this field setup for your invoices)

o   Detail Date to Detail Date

o   Card ID to Card ID

Once these options have been selected, the file can be imported.

Please note if you want to use MYOB sequential invoice numbering, you won’t need to match Invoice No to Invoice #

• Related Articles

• Quickbooks Import Process - CoS Invoices

  This process can be used to import your Support Coordination invoices from Careview to your Quickbooks account. Please note your clients will need to be setup as contacts in your Quickbooks with their DISPLAY NAME showing as how it is written in ...

• Xero Import Process - CoS Invoices

  This process can be used to import your Support Coordination invoices from Careview to your Xero account. Please note your clients will need to be setup in your Xero as contacts with their names worded as they are in Careview. The account number ...

• Xero Import Process - PM invoices

  This process can be used to import your PM fee invoices for reconciling from the invoice entry Please note your clients will need to be setup in your Xero as contacts with their names worded as they are in Careview. The account number should be the ...

• MYOB Settings User Guide

  About  Careview has the capability to extract MYOB extracts in CSV file format that can then be uploaded into MYOB. These MYOB extracts are created from the:  1. Invoice Entry Screen (Plan Management).  2. Support Coordination CoS NDIS Claim ...

• How to Import Provider invoices as Bills into Xero

  Use this process when you are wanting to reconcile your external provider invoices 1. Go to the Invoice entry page and select the invoices you wish to import 2. Then click Action and select Xero 3. Once the zip file is downloaded locally to your ...