MyTrucking: Integration with Third Party App

Hi AEH2, 

Thanks for giving us some insight into your business. 

MyTrucking handles the jobs and sends the invoice through to MYOB once the job has been checked and posted.

If you’re using MYOB Business, you should find the invoice under Sales > Invoices. The integration creates Item invoices, rather than Service invoices, so the invoice template needs to match that type.

For the generic template, we’re not MyTrucking specialists, so we can’t confirm exactly how their integration chooses the form. If you’re using AccountRight, it generally uses the form set on the customer’s card. If no form is set, it may use the standard Plain Paper Invoice.

It’s best to check with MyTrucking whether their integration sends a specific MYOB template or uses MYOB’s default. Their team can also contact our Integration Support team if they need help.

Regards,

Genreve

Hi AEH2​ , in your AccountRight file, do you have the custom invoice form set as the default on every customer card? If not I think that may help.

(If not, adding it to every card can be done by making an online backup, then exporting the Co./Last Name, Record ID and Sales/purchase layout fields (plus any others you may need) to a file, edit this file in Excel, re-save as a new text file, then re-import to AccountRIght, using the record ID field to match cards).

Thanks for your responses Genreve_S​  and Mike_James​.

MyTrucking are saying as their program uses 'API integration' to send across the data they have no control over what happens in MYOB and my questions are a MYOB issue/answer.

As suggested, I established that these invoices were generating as Item rather than Service (which we normally use). I have created a new invoice template and have worked out this problem.

I also established that when the data is pushed across to MYOB an invoice is created with an invoice number generated and sits in the MYOB system waiting for us to finalise details and send out.  Is there a way MYOB can create some sort of notification advising that new invoices have arrived into the system so that nothing is missed? 

Hi AEH2,

Thanks for the update. It’s good to hear you found the issue with the invoices coming through as Item instead of Service, and that creating a new invoice template has resolved it.

As MyTrucking sends the invoice information to MYOB through an API, the invoice is created automatically in MYOB and then remains there for you to review and finalise. For the notification you’re asking about, I’d recommend checking with MyTrucking first to see whether they have an alert or report for invoices successfully sent to MYOB. 

Regards,

Sai