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.
Tax Calculation Rule
On your Tax Settings within MYOB Acumatica, ensure all of your taxes Calculation Rules are set to "Exclusive Line-Level" for the best experience of Lightyear. If this is set to a different calculation rule, you may experience unexpected rounding discrepancies between your document.
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
MYOB Acumatica Supplier Class and Tax Zone
If you are facing issues with suppliers not importing from MYOB Acumatica into Lightyear, despite being successfully connected, please check your supplier defaults within MYOB Acumatica and ensure the following settings are configured on your suppliers:
- Supplier Class - this will ensure your Tax Zone is automatically assigned to any new suppliers created
Ensure your Supplier Classes in MYOB Acumatica are setup with a default Tax Zone ID as well - Tax Zone - if this is blank, Lightyear will not be able to see the supplier record within MYOB Acumatica, as this is required to calculate the correct tax on this supplier's bills.
Check out our
to stay up to date
Related Articles
MYOB Acumatica Integration Setup Guide
Connecting to MYOB Acumatica As of July 2024, MYOB Advanced is rebranded to MYOB Acumatica. Any reference to MYOB Acumatica or MYOB Advanced in this guide can be used interchangeably. There are different versions of MYOB that Lightyear can connect ...Exporting Document URL from Lightyear to MYOB Acumatica
Exporting Document URL from Lightyear to MYOB Acumatica If you want to have your MYOB Acumatica file receive and present the URL linking back to the image file in Lightyear, you will need to configure MYOB Acumatica to accept it first. In order to ...Extending Locations in MYOB Acumatica to Lightyear
How to configure your MYOB Acumatica file to allow Lightyear to view your Locations If you would like MYOBA locations to be assigned to the header section of your bills created in MYOBA from Lightyear, you will need to extend an endpoint within your ...Connecting Lightyear to MYOB Acumatica (via CSV)
Lightyear can help businesses using MYOB Acumatica save time on their Accounts Payable and Purchasing processes; data can be exported using the "Other" accounting software widget. Should the need arise, you can customise the below format of the file ...Troubleshooting MYOB Error Messages
[[BusinessEvent_DateOccurred_InLockPeriod; DateOccurred:(PurchaseEvent); BusinessEvent_DateOccurred_InLockPeriod; InventoryDateOccurred:(PurchaseEvent)]] Translation: Locked Period in MYOB If you are trying to export to a locked period, you will be ...