How do I sync MYOB general ledger accounts and jobs to Nightingale?

Importing GL Accounts and Jobs into Nightingale

Before you can start using your General Ledger accounts and jobs in Nightingale, you will need to import them from MYOB.

To do this, navigate to the MYOB Integration page in Organisation Settings > Finance.

Once you have logged in to MYOB and connected to one of your companies, you can then click the “Sync General Ledger Accounts” button.

This will begin the process of importing the available accounts from MYOB for use in Nightingale.

Similarly, the “Sync General Ledger Jobs” button will import the available Jobs from MYOB.

Nightingale only imports Detail Accounts from MYOB. Header Accounts are not able to be used for invoice lines, so we ignore them in our import.

Including a GL Account and Job on Invoice Lines

When creating the invoice line to send to MYOB as part of any of the “Transfer XXX Sales to MYOB” processes, the following applies.

Nightingale will look for the GL Account or Job for the corresponding appointment in the following places, and in the following order:

The Client’s Support Funding:

When creating or editing a client’s support funding, you can select an appropriate Job Code and Account Code from the ones imported in the previous step:

The Client’s Budget

When creating or editing a client’s NDIS budget, you can specify a Job Code and Account Code to apply to all funding under that budget (except those with their own specified job or account codes):

The Invoice Sync Page

Finally, you can apply an Account code (but not a Job code) to all invoice lines which would not be assigned one from the previous two places by selecting one on the invoice sync pages themselves: