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MYOB Exo utility

MYOB Exo Credit Card Import

Turn credit-card transactions into correctly coded MYOB Exo entries.

Available now

Confirmed process

How it works

  1. Step 1

    Import the CSV file

    Bring credit-card transactions into one review screen

  2. Step 2

    Review and tick

    Check transactions and select the ones to process

  3. Step 3

    Code each line

    Assign creditor, GL account or Stock Code, job, Purchase Order and tax status

  4. Step 4

    Process in MYOB Exo

    Create the entries, with permanent links remembering recurring coding

For Job Costing, Job Number and Stock Code can create and process a Purchase Order, post the cost to Job Costing and create the Creditor Invoice.

What it does

Import and review credit-card transactions in one screen, then allocate them to the appropriate creditor, GL account, job and stock item. Permanent links can remember recurring transactions, reducing repetitive coding on future imports.

Key capabilities

  • Import credit-card transactions from a CSV file
  • Review transactions and tick the ones to process
  • Assign the creditor and, when using GL coding, a GL account
  • Optionally add a Purchase Order, Job Number and Stock Code (a Stock Code line does not use the GL account)
  • For Job Costing, Job Number and Stock Code can create and process a Purchase Order, post the cost to the job and create the Creditor Invoice
  • Change Tax Status when required, with normal tax codes such as 15% GST available
  • Entertainment checkbox splits the amount 50% with GST and 50% without GST using the configured entertainment stock codes
  • Stock-code search shows active stock items only
  • Lookup tabs for Creditors, Purchase Orders, Jobs, GL Accounts, Stock Items, Cost Types and Tax Rates
  • Create Permanent Link remembers recurring coding so future imports can link the creditor, job and/or stock item automatically

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.