MYOB Integration, Payroll & Invoicing
If you need assistance, please use the link that was provided to you during your Discovery Session or email us at onboarding@caremaster.com.au for any questions.
==Important==
There is a different process for the MYOB Online and MYOB Desktop products.
For each product there are separate processes available.
*MYOB Online has inhouse invoicing and does not accept Invoice file uploads.
These videos are here to assist you in connecting your CareMaster to MYOB to be able to complete your Payrun and Invoicing processes.
- We will begin by showing you how to connect to MYOB and setup the required areas for a full integration.
- Next, we will outline the full Payroll process.
- We will finish by showing you how to complete your Invoicing.
==MYOB Integration==
| Import Accounts Online | 3:04 |
|---|---|
| Import Accounts Desktop | 2:06 |
| Settings - Chart of Accounts | 1:13 |
| Tracking categories | 1:35 |
| Pay Categories Online | 2:26 |
| Pay Categories Desktop | 2:24 |
| Earning rates & Allowances | 2:10 |
| Participant & Worker ID | 1:25 |
The First video is MYOB Integration 3.0 - Import Accounts
MYOB Online & MYOB Desktop
This video will walk you through connecting to MYOB. This includes some Action Item’s to be completed before proceeding onto the next onboarding session.
MYOB Online
MYOB Online web resource - Importing Account
MYOB Desktop
MYOB Desktop web Resource - Importing Accounts
The Second video is MYOB Integration 3.0 - Chart of Accounts
This video will walk you through setting up your Chart of Accounts.
MYOB Online web Resource - Chart of Accounts
MYOB Desktop web Resource - Chart of Accounts
The Third video is MYOB Integration 3.0 - Tracking Categories
This video will walk you through setting up your Tracking Categories.
MYOB Online web resource - Tracking Categories
MYOB Desktop web Resources - Tracking Categories
The Fourth video is MYOB Integration 3.0 - Payroll Categories
MYOB Online & MYOB Desktop
This video will help you setup your Payroll Categories.
MYOB Online
MYOB Online web resource - Payroll Categories
MYOB Desktop
MYOB Desktop web resource - Payroll Categories
The Fifth video is MYOB Integration 3.0 - Earning Rates & Allowances
This video will help you setup your Earnings Rates & Allowances.
MYOB Online web Resource - Earning Rates and Allowances
MYOB Desktop web Resource - Earning Rates and Allowances
The Sixth video is MYOB Integration 3.0 - Participant & Worker ID
This video will help you setup your Participants MYOB Card ID and your worker Employee Number.
MYOB Online web Resource - Participant & Worker ID
MYOB Desktop web Resource - Participant & Worker ID
==MYOB Payroll==
| Checking Supports and Generating Timesheets | 2:35 |
|---|---|
| Approving and Updating Timesheets | 3:19 |
| Timesheets & Award Interpretation | 2:35 |
| Importing a Payroll file Online | 2:19 |
| Importing a Payroll file Desktop |
The First video is MYOB Payroll 3.1 - Checking Supports and Generating Timesheets
This video will help you to prepare your supports for payroll and Generate any missing timesheets
MYOB Online web Resource - Checking Supports and Generating Timesheets
MYOB Desktop web Resource - Checking Supports and Generating Timesheets
The Second video is MYOB Payroll 3.1 - Approving and Updating Timesheets
This video will help you review, edit and approve your workers timesheets.
MYOB Online web Resource - Approving Timesheets
MYOB Desktop web Resource - Approving Timesheets
MYOB Approving and Updating Timesheets.mp4 614x345
The Third video is MYOB Payroll 3.1 - Timesheets and Award Interpretation
This video will help you review your timesheets with the Award interpretation applied and generate your payroll export file.
MYOB Online web Resource - Timesheets and Award Interpretation
MYOB Desktop web Resource - Timesheets and Award Interpretation
The Fourth Video is MYOB Payroll 3.1 - Importing a Payroll File
MYOB Online & MYOB Desktop
This video will help you import a CareMaster Payroll file into your MYOB account.
MYOB Online
MYOB Online web Resource - Importing a Payroll file
MYOB Desktop
MYOB Desktop web Resource - Importing a Payroll file
==MYOB Invoicing==
**Invoicing is for MYOB Desktop Only
This video will help you mark your supports as Checked to be available for invoicing.
MYOB Desktop web Resource - Checking Supports
This video will help you generate an invoice file that can be loaded into MYOB Desktop.
MYOB Desktop web Resource - Generating Invoices
This video will help you import the CareMaster invoice export into MYOB.
MYOB Desktop web Resource - MYOB Invoice Importing
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🗍 Search our document library for help on: Participant & Worker profile setup / Rostering tips and Best Practice Payroll and Invoicing processes for Financial Software Integration Raise or review a query or Contact us https://support.caremaster.com.au/
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