Author Archives: Admin

Bulk Deleting & Merging of inactive MYOB Records

Overview

If you have many inactive Customer or Item records in MYOB AccountRight Classic (v19.9 or below) and you want them either deleted or merged and its not an efficient use of your time to do it yourself then we can assist.

We are now providing a service to whereby you can send us your MYOB data file over the week end and we return in by Monday morning with all of your inactive records removed.

Why do it ?
Removing inactive cards or items will:
1. Speed up your MYOB data file so that you can perform accounting tasks in less time
2. Remove irrelevant information so that you can more easily identify and focus on your best customers

How does it work ?
We have developed a scripting tool that allows us to program key strokes to either delete or merge records in MYOB. After connecting the tool to your MYOB data file, we define what records to remove and then start the process. Upon completion we validate that the process worked, optimise your data file, zip it and then return it via YouSendIt.

See it in action

How long does the process take ?
With an 86 mb data file the solution was able to merge 200 records per hour which means that is possible to merge about 2000 records overnight.

What costs are involved ?
We bill our time to run and project manage the process at $192.50/hr inc GST. Typically the service takes between 4 and 6 hours but can take longer. Merging takes longer than deleting and processing larger data files can take longer than smaller ones.

How to get started ?
Contact us on 1300 233 667 (ADDONS) to make an enquiry

What can I expect the process to be going forward?

How to set-up BudgetLink to report with multiple data files

The first step is to decide if you want to consolidate the two files together (e.g. report as if you have one single company) or do you want the two files to remain separate. (If you do choose to consolidate, keep in mind that you will still be able to report on either one individually.

IF you choose to consolidate, simply add any additional data file connection to the working version of BudgetLink. You can do so from the 30. Settings workbook, Data File Connections. Click on the Manage Data File and add the new one in.

If you prefer having things separate, you can duplicate the folder where BudgetLink resides and simply copy it. Create a new folder and set-up this new copy as a separate version of the program. Connect this copy to your other data file (Rather than adding a data file, edit the connection and then browse to where it is located instead).

With the first approach, you will have 1 installation of BudgetLink pointing to 2 data files. With the second approach, you will have 2 installations of BudgetLink each pointing to 1 data file.

How to enter a registration, upgrade or transfer key into BudgetLink

If BudgetLink is closed
Start BudgetLink
BudgetLink Licensing
The form above or the editions displayed above may be different from what’s displaying in your version
In the Registration form click ‘Enter Registration Key’
Registration
Copy and Paste the Registration Key into the Registration Key field and click OK
Registration Successful
Click OK
BudgetLink Licensing - Licensed
The BudgetLink Edition and the Custom Edition should now be licensed

If BudgetLink is already open
From the BudgetLink Menu goto Settings> Registration> Enter Registration Key
Click ‘Add Registration Key’
Copy and Paste the Registration Key into the Registration Key field

How to connect BudgetLink to MYOB AccountEdge (Mac Users)

BudgetLink integrates with MYOB AccountEdge.

MYOB AccountEdge does not have an ODBC Driver or API. As such the only way we can extract data from its data file is from export files and reports.

They way we do it is by first creating a folder where certain MYOB AccountEdge files are saved. BudgetLink then connects to these files and then transforms the data in them into the Standard BudgetLink format.

Check out this video to watch it in action.

Go to BudgetLink

How to fix the “Could not obtain list of data files” message when connecting to AccountRight 2013

Please follow these instructions to ensure all required components for third-party tools to communicate with MYOB are installed a running.

A) Ensure all services are running.
In order to download data from your MYOB data file, all services relating to MYOB must be running. To do so, follow these steps.

1) Go to the Start Menu of windows and type in Services in the search bar.
2) From the services screen, ensure the following services are running. If they have not started, you can do so by Selecting it, right click and select Start.

MYOB Account Right API Service
MYOB Account Right Library
MYOB Account Right Server 2013.0 or whichever version of MYOB you are using.
MYOB Account Right Server Locator

It is possible that MYOB Account Right API Service is not present in the list, if that is the case, follow the next topic.
Windows Services

B) Ensure MYOB Account Right API Service is installed and running
MYOB Account Right API Service allows third party tools to communicate with MYOB. Being a new API, most users do not have it installed. To install it, simply follow these steps.

1) Via Windows, go to the following folder C:\Program Files (x86)\MYOB\AccountRight\API_Installer
2) Run the MYOB.AccountRight.API.Bootstrapper.exe application
3) Once installed, you may need to reboot your machine. If prompted, do so.
4) Once installed, we also recommend you check that the services are running.

C) Confirm BudgetLink can connect to MYOB
Once all services are installed and running, simply follow these steps.

1) Start BudgetLink
2) At the Get Data Dialogue, click Manage Data Files
3) Select your Data File and choose Edit Data File
4) Finalise the connection information and ensure you click on Test in the bottom left corner.

How to enter a registration, upgrade or transfer key into BudgetLink

If BudgetLink is closed
Start BudgetLink

BudgetLink Licensing
The form above or the editions displayed above may be different from what’s displaying in your version

In the ‘BudgetLink Licensing’ dialogue click ‘Enter Registration Key’

Registration
If the form above does not display then goto 30. Settings > Registration and click the Add Registration Key button

Copy and Paste the Registration Key into the Registration Key field and click OK

Registration Successful
Click OK
The BudgetLink Edition and the Custom Edition should now be licensed

If BudgetLink is already open
From the BudgetLink Menu goto Settings> Registration> Enter Registration Key
Click ‘Add Registration Key’
Copy and Paste the Registration Key into the Registration Key field

Buy Pre-paid Consulting Hours

Pre-paid consulting time can be purchased here for $198/hr inc GST.

Once purchased you will be able to engage one of our consultants to support you with any one of our solutions.

To make a purchase start by clicking the Buy Now button below.

You will then be re-directed to a PayPal form. In this form you can choose the quantity of hours to purchase and also enter your account details and complete the purchase.

Please contact us if you have any questions about this process.





 

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