MYOB Acumatica Best Practices
MYOB Acumatica Tips and Tricks
Set your Tax Calculation Mode
Under your MYOB Acumatica Supplier profile> Purchase Settings > you can set the Tax Calculation Mode.
For the most seamless experience from Lightyear, best to set this as Net. This will ensure no errors appear as Lightyear exports as excluding tax values, aligning with the Tax Calculation mode.
Rounding / Custom Decimal Places
Want to reduce the chances of seeing rounding differences? Lightyear works with 4 decimal places. MYOB Acumatica is customisable. Let's make them match!
You can set this under your Companies settings > Company Details > Miscellaneous Settings (Shared) and set to 4 align the decimal places between both Lightyear and into MYOB Acumatica.
These can be set for both Quantity and Cost/Prices. Our advice, set them both to 4 decimal places.
Creating New Suppliers within Lightyear
To assist with streamlining your processes, you have the option to create a new Supplier from within Lightyear which then creates the Supplier in MYOB Acumatica. Seeing as Lightyear would receive the bill first. The other option is to create the Supplier in MYOB Acumatica and then reimporting them back into Lightyear (Accountancy Software > Suppliers > Import from MYOB Acumatica), to then link to the Lightyear Supplier profile as the Accounting Supplier.
In creating Suppliers within Lightyear first, we will simply bring across the Supplier ID, Company Name, Currency and Country.
Click on the Create Accounting Supplier Button (1) > *Complete the pop up modal with the relevant Supplier Details (2) > Confirm (3) as pictured below.
*NOTE: When populating the Supplier ID, please ensure it is all capitals as required by MYOB Acumatica
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