Prevent Data Sending to MYOB

In some scenarios you need transactions in WorkGuru for costing and reporting purposes, but they do not need to be sent to MYOB as they already exist in MYOB.   This is important to ensure there is no duplication.  For example, historical work in progress for imported projects, or purchases where project expenses have already been created directly in MYOB.

To prevent transactions from sending to MYOB, use Skip Send to Accounting and Mark as Sent functions on the relevant transactions:

• Skip Send to Accounting
  • Purchase Orders
  • Invoices
  • Credit Notes
• Mark as Sent
  • Stock Takes
  • Stock Adjustments

These functions remove the transaction from the MYOB queue.   If a transaction has been incorrectly skipped from the MYOB queue, use the Queue Resend to Accounting and Mark as Unsent to add the transactions back to the MYOB queue to be sent to MYOB.   

Note: for reporting and audit purposes, the Sent to Accounting date for any transaction that has been manually skipped will default to 01/01/1900.

Skip Send to Accounting

For the following transactions, click Skip Send to Accounting to remove the transaction from the MYOB queue:

Purchase Orders

Invoices

Credit Notes

Mark as Sent

If the stock module is active, you can also choose to exclude stock movements from being sent to MYOB.  Click Mark as Sent to remove the stock movements from the MYOB queue:

Stock Takes

Stock Adjustments