Customers and suppliers

Quotes and invoices (including partial invoices)

Purchases and bills

Accounting package: Display MYOB

Status: Must show Connected

Connected to: The company name listed in the accounting package

Last update: Date and time of the most recent sync

Update accounting data: All contact (customer and supplier) and product data in the accounting package sync automatically each day. This option can be used to run an immediate manual sync

Import Customers: Imports existing customers from MYOB into Factory

Import Suppliers: Imports existing suppliers from MYOB into Factory

Update accounts and tax codes: Sets the income and expense accounts for taxable and tax-free sales and purchases

Disconnect accounting package: Disconnects MYOB from Factory

Default item: The item used when creating orders in the accounting package if no item code or item number is specified

Sales Order discount item: The item used to display discounts on sales orders and invoices

Purchase Order discount item: The item used to display discounts on purchase orders

Order Delivery Status: Sets the MYOB delivery status for all newly created quotes, orders and invoices

Bill delivery status: Sets the MYOB delivery status for all newly created purchases and bills

Send newly-created Factory quotes to your accounting package: Sends new quotes to the accounting package

Send newly-created Factory sales orders to your accounting package: Sends new sales orders to the accounting package

Send newly-created Factory invoices to your accounting package: Sends new invoices to the accounting package

Send newly-created Factory partial invoices to your accounting package: Sends new partial invoices to the accounting package

Send newly-created Factory purchase orders to your accounting package: Sends new purchase orders to the accounting package

Send newly-created Factory bills to your accounting package: Sends new bills to the accounting package

Use Factory product descriptions when creating orders in your accounting package: Uses product names and descriptions from Factory on all orders and invoices, overriding those in the accounting package

Do not send pricing table attribute names to accounting package: Excludes pricing table attribute names when sending data

Display accounting package codes on orders and PDFs: Shows accounting package product codes on Factory orders and generated PDFs

Automatically delete Quote in accounting package when converted to an Order: Removes the quote from the accounting package when a Factory quote is converted to a sales order

Use order’s ‘Required date’ as accounting package invoice date when creating new order: Sets the invoice date in the accounting package to match the order’s required date

Use accounting invoice number on Invoice PDF file name: Uses the accounting package invoice number as the PDF file name instead of the Factory order number

Delete original order in accounting package when partial invoice generated: Removes the original order when a partial invoice is created

Enforce credit limits and credit holds configured in your accounting package: Applies credit limits and credit holds from the accounting package to Factory transactions