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Re: MYOB IT Consultants
Hi Adele2442 Hi Adele I am a software, database integrator using all the MYOB API endpoints - and have been writing bespoke integration for MYOB for over 25 year - the old Classic version which used ODBC connections and the new MYOB cloud version using API connectivity. I use MS Access, MS SQL Server and write in VB.Net, MS Access, C#.NET. You can contact me as The Doc on mailto:hhg@raptorbusinessservices.com.au Regards The Doc144Views0likes0CommentsRe: Emailing Invoices using API send endpoint
Will answer this post myself - I have kicked this endpoint into touch as 'useless' in the end, despite my gushing support for it - and MYOB's apparent earnestness to maybe do a quick patch to fix some bugs - well - a big fat ZILCH came of that - MYOB never rang despite telling me to make an appointment - the endpoint is 'in my opinion' - best left unused and a workaround is by far the better option As of today I have stopped using this endpoint completely - even to email clients a link to their invoice - which is does do but this was little comfort with clients who 'always want an attached pdf invoice' and just do not want to download via a link - or email the attached invoice directly to their MYOB in tray - and that endpoint JUST DEOS NOT DO THAT - so I have canned it. The work around is that now I build the final invoice in my integrator app and via my own CDO emailer send out the pdf invoice as an attachment. It works perfectly and does not rely on MYOB' emailing system which for a big business cannot be connected to, and takes ages to refresh, even if you can connect. The beauty of building your own invoices is that you have to anyway if you use the MYOB endpoint to delete a Sales Order to be replaced with a completed Sale - you cannot just convert a Sales Order to an Invoice via the API and queue it to mail out an attachment - ......... a real real negative - you can delete the SO - but you then need to build the invoice and post it completely via a new endpoint into MYOB as a Sale. ........ that is fine - but emailing out the invoice then becomes the missing link .... and for that you have to build your own work around. Sorry MYOB cannot wait for you to fix this .......... The Doc99Views0likes0CommentsRe: Endpoint - Render Sales Invoices as pdf
Have answered this myself - there doesn't seem to be anyone that has used this endpoint successfully - I gave up - I might try a few other things like decode64 - but cannot think of anything else but anyways - don't need it - have built my own invoices using MS Access very powerful report GUI which leaves MYOB's report gui for dead - and am emailing these out. See my comments my other posts re the emailing endpoints. Not a solution - sure - but a workaround which is an essential trait of being an MYOB api developer. The Doc140Views0likes0CommentsRe: 2FA
Hi RayJordan Authenticator apps are the best way to go in my opinion - they are very secure - I use 3 different ones - Duo, Authenticator, Google -they all work absolutely. Ok, so you are locked out - try selecting - 'forgot password' - that emails you a link to reset password - this 'may' provide a way forward to unlock your account - this works for many lockouts. Regards The Doc51Views0likes0CommentsRe: 2FA
Hi RayJordan Not sure about getting sms codes via phone sms but there are other ways to get your 2FA authentication which MYOB supports. via email via an authenticator app or as you say via sms. All three methods I use for other accesses eg - PAypal use phone sms - and that works fine - internationally We have clients who use MYOB going overseas but never allow international access - they vpn into our cloud server and then access myob via the server and the 2FA arrives via email which is also received on the server - works 100%. I would suggest you change authentication method to email 2FA - which I assume you receive on your laptop or mobile - or use an authenticator app - this is secure and works well - MYOB as of recently allows you to go into your MYOB profile and change your authentication method on the fly - this was not possible in the past without ringing myob for them to do it. The Doc62Views0likes0CommentsRe: Inventory? Purchase Order? Timesheets?
Hi GALR I have just read this and am use to creating solutions like this in MS Access databases and then linking them to MYOB, if MYOB cannot cope - however, in your case - and perhaps not quite understanding the exact requirement I find it simpler to start simple in MYOB - ie inventory items - time billing work but they aren't as quite easy to use. Setup inventory items - I track, I buy, I sell and somehow make them look like the billable item you want - either 1 per customer or 1 big one - and at the beginning of the period of tracking you 'buy in from a supplier' - doesn't have to be of value but maybe 1c each 300 units from a false buyer - and you pay this supplier for them - 300 c - something that can be written off as a small charge - why this way - you now have a perpetual inventory that is reportable, trackable and reports tell you when, who and how much have been sold - report 1/4ly and you can work out if you are tracking correctly. From then on just create the invoicing per customer per how many units per customer per month can be created in monthly invoicing. Anyways, just a thought and might get your thought processes working along this line. The Doc58Views0likes0CommentsRe: Roll back closed financial year
Hi IRES101 If you are using AR 2025.10 then rolling back is not like the old days with Classic where major adjustments happened in the file and rolling back was like swimming with sharks - it could bite you hard. The new MYOB doesn't appear to do that - to such an extent that closing off a year is merely a rolling forward in dates and a few adjustments which I don't exactly know but unlike the olden days - it doesn't prevent you inadvertently dating something in an old financial year - i.e. you have just rolled the year forward into 25_26 and you date a deposit for 20/6/25 - it will reconcile correctly but will actually change the closing balance for the bank account for the 24_25 year without realising and stuff up debtors with an out of balance. I asked MYOB to put 2 locks on the MYOB file - a financial year lock and another lock - having said that - adding something to an old financial year is as easy as just dating it for that year then whatever that alters in your financials - making sure the clsong for the year matches your financials. I have this very problem with a client and the solution is to go back to 17_18 year in the file and reverse something - quite possible in the new file but not the old - well not easily but we use to do it in the old by rolling back. The Doc.224Views1like2CommentsEndpoint - Render Sales Invoices as pdf
Hi Folks Well you have seen my posts on the emailing endpoint and its failures - major faults - I now have to fallback to option 'C' - this endpoint. What it does is takes an item invoice and using either a default form or named designed form - renders this to aa pdf and bitstreams it to you via an http call - I get that working and I get a binary stream of data that appears to be a pdf format - but at this point it all goes to doo doo. It is a bitstream so saving as text will error - so I save it to file named myob.pdf and though it appears to have some formatting that is pdf and its header says %pdf.... it doesn't open and errors. I have saved the actual invoice in myob as a pdf and opened it as a text to compare and it isn't the same - so let us 'assume' it is coming to me correctly as a formatted pdf in a binary filestream what am I doing wrong my end that is corrupting it. I am using MS Access and saving it as a binary filestream but am not having success. Anyone out there use this endpoint and it works - if necessary I can quickly spin up code in VB.Net or C#.Net to download invoices so I can attachment for external emailing - any urgent help would be appreciated - I just don't have time to muck with this possible solution - as my MS Access code posts the invoices to MYOB anyway so to build an invoice in MS Access which has a very powerful gui designer will be easy and then to save it to pdf is a breeze and email it - no problem using CDO code which goes around outlook. The Doc154Views0likes1CommentRe: Emailing Invoices using API send endpoint
Hi ROC_MYOB Well, MYOB, a reprieve - just had a brainflash overnight and realised that thee reason these clients aren't getting invoices to their in-try emails is not because they aren't going out - they are, BUT ......... the original 2 problems with this endpoint were - that it was the queuing the delioverystatus from 'to be emailed' to émailed', and it wasn't attaching an invoice according to the emailing instructions in MYOB - 'add link to invoice and attach invoice' - and the endpoint doesn't, or is unable to attach an invoice. So - emailing to an in-tray email address will appear to 'not occur' - but look at the email status in MYOB and it says 'sent' and 'received' - but there is no attached invoice ( for reason 2 above) so nothing appears in the in-tray - and this is seen as 'not sent'. So the fault is the endpoint MYOB - however, notwithstanding - emailing within MYOB facility is slow, times out and is NOT 100% - that still stands as a complaint - whereas if you send from say outlook - you get an error message back. So my fall back is to create an external pdf of the invoice and email it using an external emailer - this is the solution now being worked on. Oh - there is another endpoint - 'render invoice to pdf' - yep but just cannot get this to work ...... The Doc40Views0likes0CommentsRe: AccountRight on Terminal Server vs Online
Hi Fie3 Simply put - all the advantages you think you have with remaining offline disappear when you put the file online. Probably one of the longest standing Partner in the use of Terminal Server - since 1998 when it was WinFrame - terminal Server only came out with Server 2000 - the advantages/disadvantages have disappeared with the internet and high speed NBN - AR 2025.11 comes packed with so many more features when you go online that it is difficult to argue the reason to stay offline. All of my clients are now online and I recently converted a client to XERO and took their file offline and stored so that it could be opened at anytime - all the attached receipts had vanished - available only when online. If your TS goes down or is inaccessible - MYOB remains available from your laptop - full featured. I am actually trying hard to find a reason to stay offline - actually one of my very big clients that had their file reposited on our cloud terminal server - MYOB kept crashing - and MYOB had no answers for this - none - it was also connected to my 3rd party backend software running the API - all problems vanished instantly, overnight with a trial upload of the file to online. So. in summary - go online!! The Doc14Views1like0Comments