MYOB Fields Report

Overview

The Reports > User > MYOB Fields Report is a one-page view of the MYOB fields in your portal, sorted by employee. In the report, you can edit the expense and income accounts associated with each employee, as well as their workplace details.

The report is only visible if the Desktop v19 MYOB integration is enabled in your portal.

Edit Multiple Entries

You can bulk update the following employee fields using the ‘Edit Multiple Entries’ option:

• Employee Exp Acc
• Employee Timesheet Income Account
• Timesheet Invoice Item Type
• Employee Expense Income Account
• Expenses Invoice Item Type

You can bulk update the following Workplace fields using the ‘Edit Multiple Entries’ option:

• Timesheet Inc Acc
• Timesheet Invoice Item Type
• Timesheet Inc Acc
• Expense Invoice Item Type
• Job Code
• Category Code
• Item Code#

To view or edit the accounts assigned to a specific employee, click the + icon to expand the employee’s report line.

On-screen Columns

The on-screen view of the MYOB Fields Report includes the following data:

• Employee
• Employee Exp Acc
• Customer Information

In an expanded employee line, you can view the following information:

• Employee
  • Employee Exp Account Code
  • Employee Timesheet Income Account Code
  • Employee Timesheet Invoice Item Type
  • Employee Expense Income Account Code
  • Employee Expenses Invoice Item Type
• Job
  • Job Code
  • Category Code
  • Job Inc Account Code
  • Job Timesheet Invoice Item Type
  • Job Expense Inc Account Code
  • Job Expenses Invoice Item Type
  • Item #
• Customer
  • Name
  • Inc Acc
  • Exp Acc
  • Item #

Export Options

You can export a .csv of the MYOB Fields Report containing the following data:

• Employee
• Employee Inc Acc
• Employee Exp Acc
• Per Employee:
  • Workplace
  • Job Code
  • Item #
  • Customer Inc Acc
  • Customer Exp Acc
  • Customer Item #