MYOB assist app not syncing with MYOB AR

Hi TCFW,

It looks like Assist and AccountRight may be getting their wires a little crossed here. If an invoice defaults to a Service layout, or saved inventory items are mixed with custom services, the item details and quantities may not display correctly in AccountRight’s Sales Register. To keep things tidy:

• Use saved inventory items in MYOB Assist where possible.
• Check the item number, quantity and amount before sending.
• Review the invoice in the browser version of MYOB, rather than relying only on the Sales Register.
• If you need a custom AccountRight form, use AccountRight desktop or the browser version instead of Assist.

For invoices already created, correct or recreate them in the browser version or AccountRight desktop before sending if the item details or inventory quantities are missing. If you still need a hand with this, make sure to reach out to our support team via Contact Us page.

Cheers, 

Doreen

Hi Doreen, 

Thank you for your prompt reply. I need MYOB assist to process orders on the road rather than taking my computer with me, so I'm keen to make this work. 

I only ever use 'add saved items' with the correct product code, and complete the order using all of the data I'd enter when processing in the PC app or browser. The PDF invoice template selected before sending is the same one I use in the browser or PC app. 

When I click preview on a completed invoice in the Assist app, it is identical to an invoice generated in the browser version and the PC app. However, when I open that invoice in the sales register of the browser or PC app, the units are not included (and stock therefore not depleted in inventory), the total price is correct.

How can I proceed to use assist app and have the data match? 

Regards,

William