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MYOB Advanced: Share a vWork invoice with MYOB Advanced

  • Updated

Once you have integrated MYOB Advanced with vWork and imported MYOB Advanced customers you can begin uploading invoices to MYOB.

Note: Invoices are only ever uploaded when:

  • The job's status is 'Complete' - the final step in the job is completed
  • The invoice has been approved in the Job Editor if your vWork account 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 Advanced.

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Auto-upload pending invoices in batches

Auto-upload is the default option saved in the integration settings when vWork and MYOB Advanced are first integrated. 

When Auto-upload is enabled in the MYOB Integration settings then:

  • Invoices go into a pending state while they wait to be included in the next invoice batch upload to MYOB.

    💡Tip: Invoices can still be updated in vWork while they are pending.

  • Pending invoices are automatically uploaded as a batch at the time interval specified by the sync period saved in the integration settings. 

    ❗Caution: Once uploaded to MYOB Advanced, changes made to the invoice information in vWork aren’t reflected in the invoice information in MYOB Advanced. If you want to review invoice information and have the flexibility to modify invoices before they are uploaded to MYOB Advanced, consider using the 'Manual upload' setting, or using our Invoice Approval feature.

Automatically upload vWork invoices to MYOB Advanced in batches

To enable the automatic upload of vWork invoices to MYOB Advanced:

  1. Ensure the checkbox is checked Checkbox and checkmark.png for the Auto upload enabled checkbox. 

  2. Select how often you want the invoices uploaded.
    • Click the Sync period minutes field to show a drop-down list of sync period options.
      Note: The default is 1 hour (60 minutes).
    • Click to select a time period to batch sync invoices.

  3. Click Save to save the invoice upload settings. 

    💡Tip: If you don't change from the default settings you won't need to save changes.

    MYOB Advanced connected settings page.png

  4. 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 Advanced at 3:15 pm.

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Manually upload pending invoices to MYOB Advanced

You can choose to manually upload invoice information to MYOB if you don’t want to wait for the next MYOB batch upload or don’t have 'Auto upload' enabled in the MYOB Integration settings.

To manually upload a vWork invoice to MYOB:

  1. 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.

  2. Go to Settings > Integrations > Integrations.

  3. Scroll to the Upload Stubs to MYOB Advanced section. Here you can see how many invoices are pending and when the last batch was successfully uploaded.

    Manual Upload.png

  4. Click Manual Upload.png to start the upload of all pending invoices to MYOB.

  5. When the upload is completed you will see confirmation of the number of invoices uploaded in a green banner.

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