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 screen (Support Coordination).
3. Support Coordination CoS Invoices (Support Coordination).
MYOB Field Substitutions
Customer information can be passed to the MYOB files using the following field substitutions:
1. NDISNumber
a. This is the Client NDIS Number as set on the Client Profile.
2. ClientId
b. This is a custom field called Client ID on the Client Profile.
3. ServiceRegion.Name#ServiceRegionId
c. This is the Clients’ related Service Region on the Client Profile.
As an example, if you are using the NDIS Number as the Card ID in MYOB, you can pass the NDIS Number to the MYOB extracts.
Careview MYOB Process Setup
In order to generate the MYOB Files from Careview, the following steps must be completed:
- Enable the MYOB Extract Setting
- Add Tax Code, Job, Category and Card ID information as required.
The values that you use for Tax Code, Job, Category and Card ID will be dependent on your companies MYOB setup. As an example, if you are using the Client NDIS Number as the Card ID in MYOB, you can set the Card ID in the MYOB setting to NDISNumber. If you are using a custom Card ID in MYOB, you can populate the Client ID field on the Client Profile and set Card ID as ClientId in the MYOB setting.
MYOB Extract Setting
1. Click on Settings (this is the gear icon in the top right hand corner next to your User Name).
2. In the Integration section, click MYOB Extracts.
3. Set Enable in Invoice Screen to Enabled.
4. Set Tax Code. If the value of the Tax Code field is left blank, then the value for Tax Code will be populated in the extract dynamically dependant on the selection for GST Code on each invoice. Where the GST Code is P1, this will be exported with the value 'GST'. Where the GST Code is P2, this will be exported with the value 'FRE' in the MYOB extract.
5. If applicable, Set Job.
6. If applicable, Set Category.
7. Set Card ID.
8. Click Save.
Plan Management
If the MYOB Setting is enabled, when you download the NDIS claim file in the Invoice Entry screen for uploading to PRODA, the MYOB Sales Invoice and Purchase CSV files are also created. These files can then be bulk uploaded into MYOB if required.
Support Coordination
If the MYOB Setting is enabled, MYOB Sales Invoice and Purchase CSV files will be created under the CoS NDIS Claims and CoS Invoices tabs. These files can then be uploaded into MYOB.
MYOB Sales Invoice File Format
MYOB Purchase File Format
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