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Difference between revisions of "Creating direct debits ABA file from MYOB Classic Invoices using DirectDebitsLink"
Creating direct debits ABA file from MYOB Classic Invoices using DirectDebitsLink (view source)
Revision as of 19:04, 2 June 2014
, 19:04, 2 June 2014no edit summary
(Created page with "== Overview == 300px|thumb|right|Prepare Direct Debits from MYOB Deposits Screen Once the customer payments are recorded into MYOB and groupe...") |
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This task is broken into 3 steps as highlighted by the buttons on the screen: | This task is broken into 3 steps as highlighted by the buttons on the screen: | ||
# Getting data from MYOB | # Getting data from MYOB; | ||
# Filtering the list of deposits | # Filtering the list of deposits; | ||
# Selecting the deposit to process | # Selecting the deposit to process. | ||
== | <br clear=all /> | ||
== Getting data from MYOB == | |||
The first step of the setup involves DirectDebitsLink connecting to your MYOB data file and downloading all the necessary information. To Get Data, follow these steps. | The first step of the setup involves DirectDebitsLink connecting to your MYOB data file and downloading all the necessary information. To Get Data, follow these steps. | ||
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# Once the get data process is complete, click '''Close'''. | # Once the get data process is complete, click '''Close'''. | ||
== | <br clear=all /> | ||
== Filtering the list of deposits == | |||
[[File:PrepareDirectDebitsFilters.png|300px|thumb|right|Refreshing the deposits]] | [[File:PrepareDirectDebitsFilters.png|300px|thumb|right|Refreshing the deposits]] | ||
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# Click '''OK''' to close the screen and refresh the deposits. | # Click '''OK''' to close the screen and refresh the deposits. | ||
== | <br clear=all /> | ||
== Selecting the deposit to process == | |||
[[File:PrepareDirectDebitsSelection.png|300px|thumb|right|Selecting the deposits]] | [[File:PrepareDirectDebitsSelection.png|300px|thumb|right|Selecting the deposits]] | ||
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See [[How to review deposit details and generate the ABA file]]. | See [[How to review deposit details and generate the ABA file]]. | ||
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== Related Topics == | == Related Topics == | ||