We give away functionality to solve the core accounting problems
Charge a low monthly fee for functionality that solves the complex problems
Assist you with high end consulting services at an hourly rate
Xero compatability
Currently our reporting add-on software integrates with Xero Online Accounting.
It works by connecting to the Xero API
MYOB compatability
Our solutions integrate with the following MYOB accounting products, editions and versions:
MYOB AccountRight Live
All editions including AccountRight Live Basics, AccountRight Live Standard, AccountRight Live Plus
Version 2019 and all earlier versions including Version 2013.
MYOB AccountRight Classic
All editions with the MYOB ODBC Driver including AccountRight Enterprise, AccountRight Premier and AccountRight Standard
All versions up to v19.9
Data Cleansing Process
Steps to cleanse an MYOB AccountRight Classic data file
- Contact us to discuss your data cleansing requirements.
We will then provide an estimation - If you choose to proceed then we will forward an invoice for 50% of the minimum expected amount. Upon notification of payment we will schedule in a time to perform the processing. Typically this will be over the week end.
- Optimise and backup your MYOB data file
- Click this link to open Dropbox
- Enter your Name and Email address
- At Subject enter [Your Company Name] MYOB Data file
- Select your zipped MYOB data file
- Select any supporting documents required to match records. ie a list of matching duplicates
- In the Notes field enter your MYOB Administrator Username and Password and confirm that the MYOB data file has been optimised. Also include any instructions on what you want us to do
- Click Send it
- Ensure that users do not make changes to MYOB during processing
- When processing is complete an email will be sent with a link to a zipped copy of your cleansed MYOB Data file.
- Download and unzip the MYOB Data file and make it the current version.
- Check that the MYOB data file appears OK.
- When OK advise users that they can log back onto MYOB.
BudgetLink – Specialised Functionality
BudgetLink – Specialised Functionality – Price on Application
Functionality that requires consulting to implement and may require some development depending on what is required.
- Simultaneous MYOB Category and Job budgeting and reporting
- Set up and monitor account ratios and KPI’s like Current and Debt to Equity ratio’s
- Publishing Scripts – Published sets of reports and distributes to users.
- Overnight Upload – Used if you have many or large data files or many users. Pulls data from from sources overnight so that reports are immediately available
- Company Eliminations using Categories – Track and eliminate inter-company transactions using categories.
- Data Archiving – Archive MYOB actual data to allow detailed reporting into historical years even when transactions are purged in MYOB.
- Consolidate data files across different accounting systems
- Quotes and Orders Version – Report in a profit and loss and balance sheet format. Combine with Actuals to create a forecast
- 13 4 weekly period reporting
- [4, 4, 5] weekly reporting periods
- Cash flow reporting by Job
- Benchmarking
- Cash flow Statements and Forecasts – Split by Operating, Investing and Financing Activities
- EBIT and EBITDA Reporting
- Job Linked Customer Hierarchy – Report Profit and Loss by Job Linked Customer
- Security – Setup users and restrict them from accessing selected reports and divisions (jobs)
- Integration with MYOB EXO
Download BudgetLink for FREE
BudgetLink – Free Edition
Services
Bulk Deletion and Merging of inactive MYOB Records We provide a service where by we can identify inactive record either by the inactive status and or last sale date and then proceed to either delete or merge those inactive cards or items
Identify and Remove Duplicate Cards – We can start by providing a list of cards that are possible duplicates based on Postcode, Name and Address for you to match, and then automate the process of deleting or merging the duplicates
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
BudgetLink – Excel Cash Flow Statement Report for MYOB, Quickbooks and Xero
This video provides a run through of the BudgetLink cash flow statement including:
Creating and Cash Flow Account Hierarchy in the Operating, Investing and Financing structure
Mapping MYOB Accounts to the Cash Flow Hierarchy
Installing and running the Cashflow Flow Statement Report
This report is available for MYOB, Quickbooks and Xero
Remote Support Session
In preparation for your consulting session, please:
1. Start Team Viewer and
2. Send your Team Viewer Credentials to your Accounting Addons Consultant.