Once you have integrated MYOB Acumatica with vWork and imported MYOB Acumatica customers you can begin uploading invoices to MYOB.
🔔 Note: Invoices are only ever uploaded when:
- The job's status is 'Complete' - i.e., the final step in the job is completed
- The invoice has been approved in the job editor when vWork has the 'Approve Invoice' checkbox feature enabled.
In this article
This article explains how to upload invoice information from a completed vWork job to MYOB Acumatica .
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Auto-upload pending invoices in batches
When vWork and MYOB Acumatica are first integrated 'Auto-upload' is the default option saved in the integration settings.
When Auto-upload is enabled in the MYOB Acumatica Integration settings then:
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Invoices go into a pending state while they wait to be included in the next invoice batch upload to MYOB Acumatica .
💡Tip: Invoices can still be updated in vWork while they are pending.
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All pending invoices are automatically uploaded in a batch at set time intervals. The time interval specified by the sync period is set and saved in the integration settings.
❗Caution: Once uploaded to MYOB Acumatica, changes made to the invoice information in vWork aren’t reflected in the corresponding invoice information in MYOB Acumatica. If you want to review invoice information and have the flexibility to modify invoices before they are uploaded to MYOB Acumatica, consider using the 'Manual upload' setting, or using our 'Approve Invoice' feature.
Automatically upload vWork invoices to MYOB Acumatica in batches
To enable the automatic upload of vWork invoices to MYOB Acumatica:
- Ensure the checkbox is checked for the Auto upload enabled checkbox.
- Select how often you want the invoices uploaded.
- Click the Sync period minutes field to show a drop-down list of sync period options. The default is 1 hour (60 minutes).
- Click to select a time period to batch sync invoices.
- Click to save the invoice upload settings.
💡Tip: If you don't change from the default settings you won't need to save changes.
- Invoices are automatically uploaded throughout the day at the saved time interval.
For example, if you have set the Sync period minutes to 15 minutes, and the next sync is due at 3:15 pm, (15 minutes after the last batch of pending invoices was uploaded at 3:00 pm) then all jobs completed with an approved invoice between 3:01 pm and 3:15 pm will be batch uploaded to MYOB Acumatica at 3:15 pm.
Manually upload pending invoices
You can choose to manually upload invoice information to MYOB Acumatica if you don’t want to wait for the next MYOB Acumatica batch upload or don’t have 'Auto upload' enabled in the MYOB Acumatica Integration settings.
To manually upload a vWork invoice to MYOB Acumatica:
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Make sure the vWork job is complete and you are satisfied the invoice information for the job is complete and accurate. If you are using the 'Approve Invoice' feature, also make sure you have approved the invoice by completing the 'Approve Invoice ' checkmark in the 'Invoice' tab in the job editor for each job.
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Go to Settings > Integrations > Integrations.
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Scroll to the Upload Stubs to MYOB Acumatica section. Here you can see how many invoices are pending and when the last batch was successfully uploaded.
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Click to start the upload of all pending invoices to MYOB.
- When the upload is completed you will see confirmation of the number of invoices uploaded in a green banner.
Related articles
- To learn how to integrate vWork and MYOB Acumatica or change the MYOB Acumatica account that vWork sends invoices to, please read the article MYOB Acumatica: Connect vWork to MYOB Acumatica.
- To learn how to import or update customer data from MYOB Acumatica to vWork, please read the article, MYOB Acumatica: Import MYOB Acumatica customers into vWork.