Configure your settings on FoodRazor
1. In your FoodRazor account, on your left navigation bar, go to Settings > Company Profile > Invoice (Integration Info).
2. Fill in the following:
(i) Accounting Code List (Product)
Enter your Account Names’ (expenses) codes in your MYOB account into the Title field.
- To view your Account Names’ codes, in your MYOB account, go to Accounts > Accounts List.
- You may have several Account Names that are relevant (e.g. Food Purchases, Beverage Purchases, Utilities, Rent, Maintenance.)
- Enter the relevant Account Names (digit codes) into the Title field, then click save.
(ii) Supplier Tag
Match your suppliers’ names within FoodRazor with their corresponding names in your MYOB account.
- To view your suppliers’ name in your MYOB account, go to Card File > Cards List.
- Copy and paste your suppliers’ name within MYOB into their corresponding fields within FoodRazor:
💡 The following is only applicable to you if you have more than one outlet (Job) in your MYOB account.
(iii) Outlet Tag
Match your outlets in FoodRazor with your outlets (Jobs) in MYOB.
- To view your Jobs, go to Lists > Jobs.
- Copy and paste your Job Numbers into the Tag fields:
- GST – tick the "GST registered” boxes if your outlets are GST-registered.
- Accounting Company Name – you may leave these fields blank.
(iv) Tax Code
Match your Tax Codes you use in MYOB.
- To view Tax Codes, go to Lists > Tax Codes.
- Copy and paste your Tax Codes into the Tax Code Fields:
Configure your bucket's settings. (Your bucket holds invoices that you are about to export.)
- Remove from bucket – If you’d like to clear your bucket after every export, select Yes.
- Invoice images – MYOB does not read invoice images. You may ignore this option.
Assign your products to their corresponding Account Names (expenses)
- On your left navigation bar, click on MY PRODUCT.
- Assign your products to their corresponding Account Names using the dropdown list. (You may want to open your MYOB Accounts List in a separate window for your easy reference.)
Don’t worry about assigning all your products now—you’ll be prompted to assign account names if there are any missing assignments during your export.
Export your invoices!
1. On your left navigation bar, go to INVOICE.
2. Click on the MANAGE INVOICE button on the top right corner.
3. Filter the invoices you’d like to export.
- For example, if you’d like to export invoices for a specific outlet and specific time period, select the outlet and enter the start and end dates accordingly:
4. Hit the green search button.
5. Scroll down, and select ADD ALL TO BUCKET to add all the invoices into your bucket for export.
(You may add individual invoices to your bucket by clicking on your supplier’s name > outlet name > ADD button on the far left of the specific invoice you’d like to add.)
6. Click on VIEW BUCKET, then hit the EXPORT button.
7. If there are any missing Supplier tags and Accounting Codes, you'll be prompted to fill them in.
8. Finally, select Export to MYOB. A file will be downloaded onto your desktop.
Import your invoices in your MYOB account
1. Ensure that your PC follows the following date format: DD-MM-YYYY.
2. In MYOB, go to File > Import Data > Purchases > Service Purchases.
3. Use the following default settings, then click Continue.
4. Select the file that was just downloaded from FoodRazor. (The file’s name should look something like “MYOB_180305.TXT”.)
5. A window should pop up, prompting you to match Import Fields with MYOB Fields.
- First click an Import Field, then click its corresponding MYOB Field.
- When you’ve finished matching all the Import Fields, click Import.
6. Another window should pop up, summarising the invoices (“records”) that were imported.
7. If your records were skipped, or imported with warnings, follow the instructions on your screen to locate the “MYOBLOG” file to find out why.