Features

Practice Sync Integration with MYOB AE/AO (Australia and New Zealand)

The FYI Practice Sync app allows you to connect and manage the synchronisation between FYI and MYOB, either the Accountants Enterprise (AE) or MYOB AO version. 

This integration is available to FYI users in Australia and New Zealand.

For more information on MYOB refer to MYOB Accountants Enterprise or MYOB AO.

Notes: Practices can only be integrated with one Practice Management system in FYI.

Xero Tax cannot be connected when using Practice Sync.

Enable the Practice Sync MYOB AE/AO Integration

Step 1 - Download the FYI Sync Desktop App

  1. In FYI, click the Automation menu option.

  2. Click the Apps tab.

  3. Locate the Practice Sync MYOB AE/AO tab and click the Settings cog icon.
    2635_Automation_Apps_Practice_Sync_MYOB.gif
  4. Click Download Sync App; the file will download and the options will be displayed in the browser. By default, all options will be toggled off.

  5. A message will be displayed to prompt you to select MYOB as your Practice Management Source Solution. Click the link and continue with Step 2 below.

Step 2 - Select your Preferred Practice Management Sync Source

Once you have prompted the download of the Practice Sync app, you will need to select MYOB as your preferred Practice Management Sync Source so that FYI can synchronise your data.

Important: If MYOB is not selected as the Source Practice Management Solution, data will not be synchronised with FYI.

  1. In FYI, click the Automation menu option.

  2. Click the Apps tab.

  3. Locate the Practice Management Sync app tile and click the Settings cog icon.

    2738_Automation_App_Practice_Management_Sync_tile.gif
  4. In the Practice Manager drop-down, select MYOB AE/AO.

    2741_Automation_App_Practice_Management_Sync_settings_MYOB.gif
  5. Click Save.

Follow the instructions below to install the FYI Sync Desktop App, and return to the Practice Sync MYOB AE/AO app to configure the settings. 

Step 3 - Install the FYI Sync Desktop App

The FYI Practice Sync desktop app is installed locally on your server/computer and used to integrate MYOB with FYI. An FYI Admin account is required as part of this process.

For detailed instructions, refer to the article Installing the FYI Practice Sync desktop app.

2822_Automation_Apps_FYI_Sync_file_download.gif

Once installed and connected, return to this article to configure the remaining settings for the MYOB integration.

Configuring the MYOB Sync Settings

Within FYI, you can manage your synchronisation settings for MYOB to suit your business requirements.

Note: To control whether new users are created in FYI as Active or Inactive by default when synchronised from MYOB, refer to Managing Practice Settings.

2636 Automation Apps Practice Sync MYOB Settings.gif

Field Option Details
Field Sync Options

The Practice Sync options give you the ability to control which fields are synchronised.

By default, all options will be toggled off.

To enable the synchronisation of data, click the option to change the toggle to On. To disable an option, click the toggle to switch the option off. Data that was previously synchronised will not be removed.

2638_Automation_Apss_Practice_Sync_MYOB_Settings_Toggle_Off.gif

Use Milestone Status for Job State

3398_MYOB_Practice_Sync_Use_Milestone_Assignment.gif

This option should be enabled when practices track Job Progress at a Milestone level instead of the Assignment Level.

If this option is toggled off, the Job States in FYI will be displayed as Open, Held, or Closed.

If the option is toggled on, Milestone Names in MYOB are synchronised to FYI as Job States. When a Job is updated to mark a Milestone as completed, the Job State in FYI will be updated to match. If multiple Milestones have been completed, it will reflect the Job State for the highest completed Milestone.

Once the End Milestone has been completed, any other changes will not be synchronised to FYI.

Note: If "Jobs" is not enabled as jobs will be managed directly in FYI, you can create Job States in FYI. Please contact our Support team to join this beta. Refer to Adding a New Job State in Managing Job States. Should you later decide to enable "Jobs", you will need to request to be removed from the beta. 

Use Assignment Name for Job Name

3398_MYOB_Practice_Sync_Use_Milestone_Assignment.gif

This option should be used when practices wish to use the Assignment Name in MYOB as the Job Name in FYI. By default, this option is switched off.

When the toggle is off, jobs will be created with a name using the following format:

  • “Assignment Type (Description)” +”Assignment Schedule (Job) Description”

When the toggle is on, jobs will be created with a name using the following format: 

  • “Assignment Name (Name As)” + “Assignment Schedule (Job) Description”
Incremental Sync

Disabled by default, this setting controls whether the synchronisation performs a full synchronisation, or when enabled, only changes made since the last synchronisation.

Change Synchronisation Frequency

By default, the synchronisation frequency is set to 15 minutes. This can be adjusted by clicking the drop-down and selecting one of the options up to 120 minutes (2 hours). 

Field Mapping

These fields allow for custom information to be used during the integration. You will be able to enter:

  • Company Number
  • Business Number
  • Tax Number
  • Home Address
  • Business Address
  • Accountant Responsibility

Click the field to enter the name of the MYOB field to be mapped to the corresponding FYI field. Click the Tick icon to save the changes, or X to cancel.

Flush Cache

Click the "Flush Cache" button to ensure the cache is flushed during the next synchronisation. A message will briefly display to confirm your request, and the "Flush Cache" button will be inactive until the cache flush has been completed.
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View Synchronisation History

The Practice Sync MYOB AE/AO settings in FYI display the date the app was connected and the date of the last synchronisation.

2631 Automation App Practice Sync Settings Connection Date Version.gif

Updates will be added to the Practice Activity log when sync options are toggled on/off, an error is recorded, or when a sync has been completed, e.g. Clients: 34 Synced. Refer to the Practice Activity article for more information.

Click the line in Practice Activity to view detailed information in the drawer.

2627_Practice_Activity_FYI_Practice_Sync.gif

To receive a notification when there has been an update with a status of "Action Required" or "Failure", FYI offers a Practice Activity Alert custom automation process. Refer to Practice Activity Alert for step-by-step instructions.

Disconnecting the Practice Sync MYOB AE/AO Integration

For practices transitioning from Practice Sync to FYI Practice Management solution or who no longer need to be integrated with Practice Sync have the ability to Disconnect the Practice Sync integration.

Once this process is complete, any changes made in your practice management solution will no longer sync to FYI.

  1. In FYI, click the Automation menu option.

  2. Click the Apps tab.

  3. Locate the Practice Sync MYOB AE/AO app and click the Settings cog icon.
    2635_Automation_Apps_Practice_Sync_MYOB.gif
  4. Your Practice Sync Settings will display.
    2636 Automation Apps Practice Sync MYOB Settings.gif

  5. Click the Disconnect button.

    Note: Once you proceed, any changes made in your practice management solution will no longer sync to FYI.

  6. The Disconnect FYI Sync window displays to confirm you wish to continue with disconnecting your Practice Sync integration. Click Continue to disconnect the Practice Sync integration.
    Or Cancel to return to the App.
    3015_Disconnecting_practice_sync.gif
  7.  The Practice Sync disconnected window will display, confirming that the Practice Sync has stopped.
    3016_Practice_sync_disconnected_message.gif
  8. Clicking on the Practice Management Sync hyperlink opens the Practice Management Sync app to select your preferred Source Practice Management source from the dropdown.
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