When does a myob payment show against my claim?
Connecting MYOB is not open yet. Today you record every payment yourself on the claims register. It takes two facts: how much, and the day it landed. Nothing waits on it: building a claim, serving it, the payment schedule, retention and the claim history all work. 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, MYOB sends no notifications of any kind. So the fifteen minute sweep is the only way a payment reaches you. Xero can tell YourCA within seconds; MYOB cannot, and nothing on our side can change that.
- Connecting MYOB is not open yet, so nothing reads your books. Record the payment yourself on the claims register. It takes two facts: how much, and the day it landed. The steps below are what happens when connecting opens.
- First, make sure you turned the sales order into an invoice in MYOB. Until you do, a payment has nothing to apply to. This is the usual reason a payment does not show.
- After that, you do nothing. A sweep runs every fifteen minutes. It sees that you converted the order, and from then on reads the payments applied to the invoice.
- The payment lands on the claim the same as one you typed: on the ledger, counted in what is outstanding, and reversible if it is wrong.
- YourCA does not know how the payment physically moved. So the row names no method, and does not guess one.
- The claim row shows "Paid, read from MYOB" in place of a payment method. A person who reads the ledger can then tell a figure YourCA read from one somebody entered.
- YourCA ignores a deposit you took against the order in MYOB, on purpose. A deposit is not payment of the claim. If YourCA counted it, the claim would show as paid before anyone invoiced it.
If a payment still does not show, check the MYOB panel on the claim. It says plainly when YourCA cannot reach your MYOB. The cause is usually a lapsed connection, which happens sooner on MYOB than on Xero. Reconnect under Company admin, Plan, then Connections.