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 complete this, you must be a full system admin within your MYOBA file.
Download the zipped folder attached to this article named LightyearAttachmentUrl.zip
You will see this file at the bottom of the article.
Create the new Lightyear URL field within MYOB Acumatica
- Search for Publish Customisation in MYOB Acumatica and choose the menu item option show
- Press Import within Publish Customisation, and choose the LightyearAttachmentUrl.zip folder to upload
- After pressing Upload, you should see the LightyearAttachmentUrl as a project in your list now, tick that line and press Publish
Add the new Lightyear URL field to bills and adjustments forms in MYOB Acumatica
- Search for Web Service Endpoints in MYOB Acumatica and choose the menu item option show
- Click into the DefaultExtended endpoint name
If you do not have this DefaultExtended endpoint, you will need to create it by following the below steps before continuing- Click into the Default endpoint (with the latest version number) this should be Screen ID SM207060
- Click on Extend Endpoint
Give the Endpoint a name and version, as per below (it's important these are exactly as shown below) and press OK
Endpoint Name: DefaultExtended
Endpoint Version: 22.200.001- Find the Bill folder in the endpoint list and click into it, then click on the Fields section
- Press the plus symbol to add a new line to the list of fields and ensure to enter in/choose from the drop-down menu the following columns data and press save
Set Lightyear to export document URL link
- In your Lightyear account, navigate to accountancy software settings, ensure your account is connected to MYOBA and press edit next to Accountancy Software Settings
- Update Export document URL link to Yes and press Confirm
Test Lightyear URL field
Anyone can access the document via this URL, they do not need a login or user access to a Lightyear account in order to view the document URL.
Test exporting a bill from Lightyear to MYOB Acumatica, and you should see the following field in MYOB Acumatica populated with a URL. When clicked, the URL should open a new tab showing the Lightyear document.
Should you face any issues or have any questions during this process, please don't hesitate to reach out to our support team.
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 ...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 ...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 ...Connecting Lightyear to MYOB Acumatica/MYOB Advanced (via CSV)
Lightyear can help businesses using MYOB Advanced or 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 ...Exporting from Lightyear to MYOB
Once some bills have been approved, go to the Signed Off tab in Lightyear and select the invoices you wish to export and click the Export to MYOB button. At the end of the export process, you will get a confirmation on screen that the export has been ...