EXO
Hi, I have a client that uses EXO - can this be linked/configured to be used with Accountants Office for client accounting purposes? I have never used EXO so don't know much about it. Thanks...
Forum Discussion
Hi Leannew ,
It definitely can be, there are a couple of steps to configuring Exo to export to Accountants Office, and it's usually best to get the client's business partner involved.
But to give a general overview of the process in Exo:
Exo Config needs to be set to MYOB Accountants Office Link
Profiles screen in Exo Config
And then using the Accountants Office Export function, as described in the Exo Business online help:
General Ledger Export for Accounting Systems
It's worth noting that beacuse transactions are marked as exported as soon as the button is used, it's important not to export over the top of the export you've just done if you make changes (For this reason I recommend always using a different name for every export). Business Partners can "unexport" transactions when they need to, but it involves technical work at a database level. (So it's not the end of the world, but it costs money).
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