Suppliers, and Supplier Cards for users of MYOB Account Right Live
In Invitbox you have Suppliers and within MYOB Account Right Live (ARL) you have Supplier Cards.
The Invitbox Supplier gets created within Invitbox and this is where all the defaults get set (such as GL Codes, Groups etc) and once you have uploaded your MYOB ARL Supplier Cards into Invitbox, you need to link the Supplier Card to the Invitbox supplier.
You can call Invitbox Suppliers whatever you want. For example, your supplier might be called "Carlton and United Breweries Pty Limited", but you can simply call them by a 'Preferred Name' "Fosters".
Before you can export a bill from invitbox to MYOB, your MYOB Supplier Card needs to be linked to the Invitbox Supplier. In fact you will not be able to even send a bill to the Signed Off tab in invitbox without first linking them.
If you have not already done so, import your MYOB Supplier Cards from the Admin Tab > Supplier Cards and select to import from MYOB ARL. (Having trouble connecting click here )
Now when you create a new Supplier in invitbox you can simply associate that Supplier with the Supplier Card from the list presented on the screen shown below.
Or if your supplier has already been created, you can add the MYOB supplier card to it by editing that Supplier's information via the Admin tab> Suppliers,Edit> then select the supplier in question, and click Edit. From here you can select the MYOB supplier card, add a default GL Code, # of days credit and so on;
Please click HERE for more detailed instructions on creating suppliers.
Processing a bill for a new supplier that is not yet set-up in ARL
If you are processing a new Supplier through invitbox that has not been set up in MYOB ARL, you must go to MYOB and create the supplier card in there before returning to invitbox, go to Admin tab > Suppliers Cards, then re-import your Supplier Cards.
Some things to note:
~You can associate an ARL Supplier Card with multiple invitbox Suppliers.
~If you make changes to the Card ID or the Supplier Name in ARL, you must return to invitbox and refresh the Supplier Cards (Admin tab> Supplier Cards > Import)
~If 'Individuals' are imported into Invitbox they will show up as a blank supplier card in the bottom of the supplier card list. If you want to use them you will need to change them to a 'Company' and then re-import your supplier cards.