Hi,
I have the import working but appears to ignore any currency/exch rate info in the import file and saves as local currency. I have edited my export process from our inhouse invoicing system to Give a specific foreign currency invoices to prompt our accounts team to change the currency in MYOB after the import. - We are about to get accounts team to test on a test company and then we will get them to do our normal reporting etc to make sure everything in the system has been updated correctly. I will confirm all is good once that is completed.
As an aside, the log is a bit messy trying to work on errors, and would be helpful to have a pre check for import data for compatibility as having most but not all records loaded makes it difficult to retry and keep abreast of what has been successful. This is particularly difficult when there are hundreds of invoices. The backup/restore concept is a sledge-hammer to hit a nail approach and scary in a multi-user version. Just mention this if you are looking for ways to improve the import process.
Typo fixed...
Hi,
I have the import working, but appears to ignore any currency/exch rate info in the import file, and saves invoice as local currency in MYOB. I have edited my export process from our inhouse invoicing system, to add a specific list of foreign currency invoices in the export report, to prompt our accounts team to change the currency in MYOB after the import. - We are about to get accounts team to test on a test company and then we will get them to do our normal reporting etc to make sure everything in the system has been updated correctly. I will confirm all is good once that is completed.
As an aside, the import log format is a bit messy trying to work on errors, and it would be helpful to have a pre check for import data for compatibility before saving any invoices, as having most but not all records loaded makes it difficult to retry those in error, and keep abreast of what has been successful. This is particularly difficult when there are hundreds of invoices. The backup/restore concept is a sledge-hammer to hit a nail approach and scary in a multi-user version. Just mention this if you are looking for ways to improve the import process.
Hi andy2pintz,
Thanks for sharing your experience and feedback about the import process in MYOB. You can import data into MYOB, but please note that importing invoices with foreign currency will result in them being saved in the local currency. I recommend posting this suggestion on our AccountRight Ideas Exchange board so our developers can consider it for future updates.
For the import log format, you can use an import template. Export the data you need for your template, open it in Excel, and replace the contents with your data ready for importing. For more details, check out this Help article: Importing and exporting data tips.
Feel free to get in touch if there's anything else I can assist you with.
Cheers,
Princess
