Xenia Apps
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EXO Utility

Bank Import for MYOB EXO Business

Turn bank statement transactions into processed MYOB Exo entries.

Available now

Confirmed process

How it works

  1. Step 1

    Review imported transactions

    Check bank-statement rows before processing

  2. Step 2

    Choose the action

    The first checkbox processes the payment; the second creates the invoice

  3. Step 3

    Process in MYOB Exo

    Find or link the Exo account, process payments and create invoices where required

  4. Step 4

    Complete allocation or Job Costing

    Allocate debtor payments, or process the confirmed purchase workflow using Job Number and Stock Code

For a job-costed purchase, the utility can create and process the Purchase Order, post the cost to Job Costing and create the Creditor Invoice.

What it does

Review imported bank transactions, process payments, create invoices and allocate debtor receipts from one screen. For Job Costing users, purchases can also create and process a Purchase Order, post the cost to the job and create the Creditor Invoice.

Key capabilities

  • Review imported bank statement transactions before processing
  • Process payments from the import screen
  • Create invoices where required
  • Allocate debtor payments
  • Find/link transactions to the correct Exo account
  • Optional Job Costing workflow using Job Number and Stock Code
  • Create and process a Purchase Order for job-costed purchases
  • Post the purchase to Job Costing and create the Creditor Invoice

Modifications and additional work

Additional mappings, extra fields or workflow changes to suit how your business works are quoted separately before any work begins. Extra companies or databases, test environments, historical data, data cleanup, training and any third-party fees are also quoted separately.