Importing Categories & Jobs from MYOB ARL
If you do not already have the option enabled in Invitbox you need to go to the Admin tab> Software Settings and put a tick in the Categories and/or Jobs box as shown in image below;
Next you need to import them by going to the Admin tab under Accountancy Software Settings click edit beside Categories and/or Jobs to import them.
Please note, you can only assign a category at invoice/bill level, not at line level.
Jobs can be assigned either at an invoice/bill level, or at a line-by-line level.
NOTE: If you want to create new Jobs or Categories you need to do so in ARL before importing the new ones to invitbox via Admin > Accountancy Software Settings as described above.
In order to reveal the Jobs that are assigned against each row of a bill, you need to widen the view by clicking on View Details at the top of panel 3. Panel 3 is the right hand panel that shows the extracted invoice details.
In the example below the Category is set at invoice/bill level from the drop down list. Here it is set to "TRAD".
Further down the screen Jobs can be set for each line as shown - some of the rows have been set to be assigned to the job "126 - Sports Bar" and some to job "129 - Restaurant".
Once you have updated the Categories and Jobs, click Save.
Some things to note:
You do not need to set a Job or a Category - they are not mandatory fields.