How do I get my claim into myob?

What it does today

Connecting MYOB is not open yet. So nothing YourCA makes reaches your books, and no claim waits for it. Everything else works today: build the claim, serve it, record what the builder scheduled, record the payment when it lands, and take the claim pack off the screen. Connecting opens after both accounting connections are tested end to end against a real account. Then it is one press under Company admin, Plan, then Connections. After that, YourCA never turns the order into an invoice for you, and never emails anything from your MYOB. It raises the credit and stops there. To apply that credit against an invoice, or to refund it, is a bookkeeping decision for your accountant.

First, MYOB must be connected, and connecting is not open yet. It is under Company admin, Plan, then Connections. Only an office administrator can do it. The steps below are what happens when it opens.
Set up the job once. On a served claim, the MYOB panel asks for four things, each picked from lists read from your own MYOB: the builder as a customer, the account your income lands in, the tax code for GST, and the code you use when there is no GST. A person who can change records on the job does this.
It asks for the fourth code because MYOB needs a tax code on every line. You cannot leave it off as you can in Xero. It is usually your free or not reportable code.
Serve the claim as usual. Nothing goes to MYOB on its own. A document in your books is your decision, not ours.
Press Create the sales order in MYOB. The order carries the claim lines, the retention as one negative line, the GST, and the due date from your contract, with the clause quoted.
When you are ready, turn the order into an invoice in MYOB. That is one press there, and it is yours to make. Until you do, the order is not in your accounts at all.
If you delete the order in MYOB, the panel says it no longer exists there. It offers Create the sales order in MYOB again.
If the builder later schedules less than you claimed, open the payment schedule and reconcile it. Then press Raise the credit in MYOB. Each line carries their own reason for the cut.
If the builder reissues their schedule, raise the credit from the newest one. While a credit for an earlier schedule is still in your MYOB, YourCA refuses. So nobody credits one cut twice.
When the invoice is paid, the payment shows against the claim here within about fifteen minutes. You do not type it.

Worth knowing

If MYOB calculates a different total or a different amount of GST from the claim, YourCA deletes the order and keeps nothing. It was only an order, so nothing was in your accounts to tidy up. Check the tax code on the job setup, then tell us.