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Because Accounting Plus maintains information for the terms of payment separately for every invoice, Job Manager terms must be configured to include the term information required by Accounting Plus. This is done in the Terms, Credit Cards & Shipping window by editing the parameters field of each term defined in the Job Manager system.
1. Select Terms in the Administration tab. This will open the Terms page.
2. Select a term from the list and click Edit next to its name. This will allow you to enter the parameters for that term.
3. Type "MYOB" and five numbers, separated by spaces (e.g. "MYOB 2 0 30 0 1.5"). The exact numbers you will enter depend on the term information you would like to transfer to Accounting Plus. To understand the significance of each parameter, bring up the Terms Details window of Accounting Plus. To do so, select Easy Setup Wizard from the Setup menu of Accounting Plus, click Sales, then click the Next button twice.
The first parameter (an integer from 0 to 5) corresponds to the number of the entry in the term type pop-up (e.g. 0 for the C.O.D. term type, or 2 for the In a Given # of Days term type).
The second parameter (a non-negative integer) corresponds to the Discount Days field.
The third parameter (a non-negative integer) corresponds to the Balance Due Days field.
The fourth parameter (a non-negative decimal) corresponds to the % Discount for Early Payment field (please do NOT include the % sign).
The fifth parameter (a non-negative decimal) corresponds to the % Monthly Charge for Late Payment field (please do NOT include the % sign).
note: Please consult your Accounting Plus documentation for an explanation of the meaning of each field and more information about the way terms are used in Accounting Plus.
For example, you might type "MYOB 0 0 0 0 0" as the parameters for a C.O.D. term, "MYOB 2 0 30 0 1.5" for a Net 30 term, and "MYOB 2 10 30 2 1.5" for a 2% 10 Net 30 term.
4. Repeat this procedure each additional term displayed in the Terms page.
At this point, every term in the Job Manager system should have parameters specifying the term information required by Accounting Plus. An example of how the parameters of a Job Manager term (in this case, "Net 30") correspond to Accounting Plus term fields is shown below:
