Updating MYOB Settings

If you have updated your chart of accounts, tax rates or tracking categories in MYOB, these won't automatically update in WorkGuru and will need to be re-synced.

To update WorkGuru's with the latest settings in MYOB, open the MYOB dashboard (Accounting -> MYOB) and select Get Tax Rate and Get Chart of Accounts as required.

Once you have re-synced the updated Xero data, click Set Defaults or Accounting -> Settings to open the Update Accounting Settings dashboard.  The setting page allows you to manage the Xero integration settings.

• Default Settings and Currencies
• Accounting Integration Settings
• MYOB Data Management

Default Settings and Currencies

• Accounting Integration - Defaults to MYOB.
• Default Sales Account - Default income account. Recommended Xero Account Type: Revenue.
• Default Expenses Account - Default expense account for non-stock (not FIFO) products or project disbursement purchase orders.
• Default Inventory Account - Default stock on hand account.
• Default COGS Account - Default COGS (Cost Of Goods Sold) account for cost of sale, stocktake and stock adjustment journals.
• Default Rounding Account - Default account to map to the rounding fields on WorkGuru invoices and purchases.
• Default Sales Tax - Default sales tax to be used.
• Default Purchase Tax - Default purchase tax to be used.
• Default Currency - Default currency, use IBAN ISO currency codes (AUD etc).   Must match your default MYOB currency.
• Alternate Currencies - alternate currencies to be used for multi currency purchasing, use IBAN ISO currency codes (USD, EUR, NZD etc).
• Do You Sell in Foreign Currencies? - Enables foreign currencies on projects and stock sales.

Accounting Integration Settings

• TBC

Xero Data Management

• Manage Tax Rates - Manage which MYOB tax rates are visible in WorkGuru.
• Manage GL Accounts - Manage which MYOB GL accounts are visible in WorkGuru.