How do I transfer invoices from Nightingale to MYOB?

Setup

Nightingale supports the sending of all types of Nightingale generated invoices to MYOB. To see these, the access settings must be turned on for your position. They are found in the Organisation tab of the Edit Position page as seen below.

These give access to the MYOB integration pages which can be found by heading to Organisation Settings → Finance tab.

To send finalised invoices to MYOB select the MYOB Settings link on the Finance tab and follow the prompts to login. Here you will need to select a MYOB company if you are connected to more than one. Once connected, it is recommended that you sync your clients to MYOB before running an invoice transfer.

Invoice Transfers

Clicking on one of the MYOB invoice transfer pages you will see the following fields

Mandatory Fields

Group/Client Selector: Allows the user to select who they wish to send invoices for. This is helpful when you need to resend invoices for a single client or group

Start/End Dates: This is the start and end dates that were entered on the invoice creation page. They must match exactly with the period that was invoiced. If they do not match the function will find no invoices to send for the selected period. For example, if you have a finalised invoice for the period 15/05 - 15/05 then the start and end dates will both be 15/05.

MYOB Account: This is the MYOB account each line on the invoice will be attached to. If you have mapped a MYOB Account to the client funding or clients NDIS budget then this will be used instead of the account selected on the invoice transfer page.

Invoice Issue Date: This sets the date the invoice is issued. This field is available on the “Transfer Other Sales”, “Transfer HCP Sales”, “Transfer SAH Client Contribution Invoices” and “Transfer NDIS Plan/Self Managed Sales” MYOB transfer options.

Invoice Due Date: This sets the date the invoice payment is due by. This field is available on the “Transfer Other Sales”, “Transfer HCP Sales”, “Transfer SAH Client Contribution Invoices” and “Transfer NDIS Plan/Self Managed Sales” MYOB transfer options.

Optional Fields

Send Invoices Again: If the invoice has already been transferred to MYOB ticking this box overrides the MYOB Id that has been saved against it and sends the invoice again.

Include Staff Title: Includes the attending staff members position title in the description of the invoice.

Include Staff Name: Includes the attending staff members full name in the description of the invoice.

Include Shift Code: Includes the shift code that was attached to the roster, if any, in the description field.

Include Claim Number: Includes the claim number set on the attending staff members details page.

Include Attendance Time: Includes the attendance start and finish times on the invoice description

Include Attendance Status: Include the attendance status for each line of the invoice.

Errors

Unfortunately, invoice transfer errors are not shown to the user at this time except for when transferring Claims Invoices.