Roadmap

Before customer and invoice information can be transferred from Job Manager to Accounting Plus, both Job Manager and Accounting Plus must be properly configured.

note: It is assumed that, in your Accounting Plus system, you have already

1. Set up Accounts Receivable,

2. Set up the appropriate income accounts,

3. Set up the appropriate Tax Codes, and

4. Set up the account for customer deposits, if needed.

For information on these three topics, please consult your Accounting Plus documentation.

To set up the transfer of information from Job Manager to Accounting Plus, the following eleven steps must be performed:

1. Back up your Accounting Plus and Job Manager databases.
2. In Accounting Plus, set up an item for each account you use to track income or customer deposit. This item will be used to associate invoiced amounts transferred from Job Manager to Accounting Plus with the correct accounts.
3. Synchronize Accounting Plus tax codes and Job Manager tax structures.
4. In Accounting Plus, set up an income account called "Zero Taxes Income" and an associated item. This item and account will be used to transfer tax information from Job Manager to Accounting Plus.
5. In the Company Setup window of Job Manager, enable the Accounting Integration feature.
6. In the Plug-ins page of Job Manager, enable "MYOB Accounting Plus v.10" as the "target accounting system" to which invoices and customers will be transferred.
7. In the Plug-ins page of Job Manager, enable the appropriate export search criteria.
8. Using the Distribution Accounts and Policies Setup page of Job Manager, set up the appropriate accounts in an Accounting Plus-compatible format.
9. In the Terms page of Job Manager, set up the existing Job Manager terms so that the "parameters" of each term match the term configuration parameters for Accounting Plus.
10. OPTIONAL: Enable and configure the invoice distribution policies that will be made available to Job Manager users for automatic invoice distribution.
11. In the Assignment section of the Employees, Groups & Privileges administration window, allow the appropriate user groups to use the Accounting Integration feature by assigning those groups the appropriate access privileges for the Invoice Distribution and Accounting Export windows.