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MYOB Report Field List

This article describes where each of the columns in the Service Sales, Customer Cards and Receive Payments reports draw from in VETtrak.  These files are downloaded from the Invoice/Payment Exporter - MYOB AccountRight article.

 

 

 

Card ID

In MYOB clients and employers are known as Cards.  These reports will populate the Card ID from VETtrak using the client external system code and the employer external code.

First an External Systems record will need to be set up in the Configuration Manager of VETtrak with the code MYOB.  Details on External Systems in VETtrak can be found in the External Systems article.

A MYOB client code will then appear under the External codes menu in the client personal wizard.

Employers don't make use of the External Systems feature in VETtrak so the Card ID can be entered in the External code field found in the first page of the employer wizard.

 

 

 

Service Sales

Field Name Field Description for Clients Field Description for Employers
^Co./Last Name Client Wizard - Surname Employer Wizard - Employer Name
First Name Client Wizard - Given Name Blank
Addr 1 - Line 1 Client Personal Wizard - Postal Address - PO Box, Unit, Building, Number and Street Employer Wizard - Postal address - PO Box, Unit, Building, Number and Street
Addr - Line 2 Blank Blank
Addr - Line 3 Client Personal Wizard - Postal Address - Suburb, State and P'code Employer Wizard - Postal Address - Suburb, State and P'code
Addr - Line 4 if (Client Personal Wizard - Usual Address - State) is an Australian state then populate - Australia if (Employer Wizard - Business address - State) is an Australian state then populate - Australia
Inclusive Blank Blank
Invoice No. Invoice Wizard - Invoice Number Invoice Wizard - Invoice Number
Date Invoice Wizard - Date Invoice Wizard - Date
Customer PO Blank Blank
Ship Via Blank Blank
Delivery Status Static Text - A
A will indicate to MYOB that this is already printed or sent
Static Text - A
A will indicate to MYOB that this is already printed or sent
Description Invoice Wizard - Invoice Item Description Invoice Wizard - Invoice Item Description
*Account No. Invoice Wizard - Invoice Item Ledger Code Invoice Wizard - Invoice Item Ledger Code
*Amount Invoice Wizard - Invoice Item Amount Invoice Wizard - Invoice Item Amount
Job Blank Blank
Comment Blank Blank
Journal Memo Blank Blank
Salesperson Last Name Blank Blank
Salesperson First Name Blank Blank
Promised Date Blank Blank
Referral Source Invoice Item Enrolment Pricing Item - Enrolment Wizard - Referral Source Code Invoice Item Enrolment Pricing Item - Enrolment Wizard - Referral Source Code
Tax Code (AU) if (Invoice Wizard - Invoice Item GST) is greater than 0 populate - GST
otherwise populate - FRE
if (Invoice Wizard - Invoice Item GST) is greater than 0 populate - GST
otherwise populate - FRE
Tax Amount (AU) Invoice Wizard - Invoice Item GST Invoice Wizard - Invoice Item GST
Freight Amount Blank Blank
Freight Tax Code (AU) Blank Blank
Freight Tax Amount (AU) Blank Blank
Sale Status Static Text - I
I will indicate to MYOB that this sale is an invoice
Static Text - I
I will indicate to MYOB that this sale is an invoice
Currency Code Blank Blank
Exchange Rate Blank Blank
Terms - Payment is Due if (Invoice Wizard - Credit Terms) is populated populate - 2
2 will indicate to MYOB that the payment terms are a given number to days
if (Invoice Wizard - Credit Terms) is populated populate - 2
2 will indicate to MYOB that the payment terms are a given number to days
- Discount Days Static Text - 0 Static Text - 0
- Balance Due Days Invoice Wizard - Credit Terms - Number of days of credit Invoice Wizard - Credit Terms - Number of days of credit
- % Discount Static Text - 0 Static Text - 0
- % Monthly Charge Static Text - 0 Static Text - 0
Amount Paid Blank Blank
Payment Method Blank Blank
Payment Notes Blank Blank
Name on Card Blank Blank
Card Number Blank Blank
Expiry Date Blank Blank
Authorisation Code Blank Blank
BSB (AU) Blank Blank
Account Number (AU) Blank Blank
Drawer/Account Name (AU) Blank Blank
Cheque Number Blank Blank
Category Blank Blank
^Card ID if (Client Personal Wizard - External Codes - MYOB) is populated show this code
otherwise populate - *None
if (Employer Wizard - External Code) is populated show this code
otherwise populate - *None
^Record ID Blank Blank

 

 

 

Customer Cards

Field Name Field Description for Clients Field Description for Employers
^Co./Last Name Client Wizard - Surname Employer Wizard - Employer Name
First Name Client Wizard - Given Name Blank
^Card ID if (Client Personal Wizard - External Codes - MYOB) is populated show this code
otherwise populate - *None
if (Employer Wizard - External Code) is populated show this code
otherwise populate - *None
Card Status Static Text - N Static Text - N
Addr 1 - Line 1 Client Personal Wizard - Usual Address - Unit, Building, Number and Street Employer Wizard - Business address - Unit, Building, Number and Street
Addr 1 - Line 2 Blank Blank
Addr 1 - Line 3 Blank Blank
Addr 1 - Line 4 Blank Blank
Addr 1 - City Client Personal Wizard - Usual Address - Suburb/City/Town Employer Wizard - Business address - Suburb/City/Town
Addr 1 - State Client Personal Wizard - Usual Address - State Employer Wizard - Business address - State
Addr 1 - Postcode Client Personal Wizard - Usual Address - P'code Employer Wizard - Business address - P'code
Addr 1 - Country if (Client Personal Wizard - Usual Address - State) is an Australian state then populate - Australia if (Employer Wizard - Business address - State) is an Australian state then populate - Australia
Addr 1 - Phone No. 1 Client Personal Wizard - Home Phone Employer Wizard - Phone
Addr 1 - Phone No. 2 Client Personal Wizard - Mobile Phone Employer Wizard - Mobile
Addr 1 - Phone No. 3 Client Personal Wizard - Secondary Mobile Blank
Addr 1 - Fax No. Client Personal Wizard - Fax Employer Wizard - Fax
Addr 1 - Email Client Personal Wizard - Email Address Employer Wizard - Email
Addr 1 - WWW Blank Employer Wizard - Employer website
Addr 1 - Contact Name Blank contact from last invoice for the employer populate - Invoice Wizard - Contact
if no invoice contact is found populate - Employer Manager - Contacts - Primary - Client Wizard - Given name and Surname
Addr 1 - Salutation Blank Blank
Addr 2 - Line 1 if (Client Personal Wizard - Postal address is same as usual address) is not ticked then populate - Client Personal Wizard - Postal Address - Unit, Building, Number, Street and PO Box if (Employer Wizard - Postal address is same as business address) is not ticked then populate - Employer Wizard - Postal address - Unit, Building, Number, Street and PO Box
Addr 2 - Line 2 Blank Blank
Addr 2 - Line 3 Blank Blank
Addr 2 - Line 4 Blank Blank
Addr 2 - City if (Client Personal Wizard - Postal address is same as usual address) is not ticked then populate - Client Personal Wizard - Postal Address - Suburb/City/Town if (Employer Wizard - Postal address is same as business address) is not ticked then populate - Employer Wizard - Postal address - Suburb/City/Town
Addr 2 - State if (Client Personal Wizard - Postal address is same as usual address) is not ticked then populate - Client Personal Wizard - Postal Address - State if (Employer Wizard - Postal address is same as business address) is not ticked then populate - Employer Wizard - Postal address - State
Addr 2 - Postcode if (Client Personal Wizard - Postal address is same as usual address) is not ticked then populate - Client Personal Wizard - Postal Address - P'code if (Employer Wizard - Postal address is same as business address) is not ticked then populate - Employer Wizard - Postal address - P'code
Addr 2 - Country if (Client Personal Wizard - Postal address is same as usual address) is not ticked and (Client Personal Wizard - Postal Address - State) is an Australian state then populate - Australia if (Employer Wizard - Postal address is same as business address) is not ticked and (Employer Wizard - Postal address - State) is an Australian state then populate - Australia
Addr 2 - Phone No. 1 Blank Blank
Addr 2 - Phone No. 2 Blank Blank
Addr 2 - Phone No. 3 Blank Blank
Addr 2 - Fax No. Blank Blank
Addr 2 - Email Blank Blank
Addr 2 - WWW Blank Blank
Addr 2 - Contact Name Blank Blank
Addr 2 - Salutation Blank Blank
Notes if check box Include Client/Employer Notes is ticked then populate - Client Wizard - Notes if check box Include Client/Employer Notes is ticked then populate - Employer Wizard - Notes
Identifiers Blank Blank
Custom List 1 Blank Blank
Custom List 2 Blank Blank
Custom List 3 Blank Blank
Custom Field 1 Blank Blank
Custom Field 2 Blank Blank
Custom Field 3 Blank Blank
Billing Rate Static Text - 0 Static Text - 0
Terms - Payment is Due if (Client Wizard - Credit Terms) is populated populate - 2
2 will indicate to MYOB that the payment terms are a given number to days
if (Employer Wizard - Credit Terms) is populated populate - 2
2 will indicate to MYOB that the payment terms are a given number to days
- Discount Days Static Text - 0 Static Text - 0
- Balance Due Days Client Wizard - Credit Terms - Number of days of credit Employer Wizard - Credit Terms - Number of days of credit
- % Discount Static Text - 0 Static Text - 0
- % Monthly Charge Static Text - 0 Static Text - 0
Tax Code (AU) Blank Blank
GST Code (NZ) Blank Blank
Credit Limit Static Text - 0 Static Text - 0
Tax ID No. (AU) Blank Blank
GST ID No. (NZ) Blank Blank
Volume Discount % Blank Blank
Sales/Purchase Layout Static Text - S
S will indicate to MYOB that this is a service
Static Text - S
S will indicate to MYOB that this is a service
Price Level Static Text - 0
0 will indicate to MYOB that this is a base selling price
Static Text - 0
0 will indicate to MYOB that this is a base selling price
Payment Method Blank Blank
Payment Notes Blank Blank
Name on Card Blank Blank
Card Number Blank Blank
BSB (AU only) Blank Blank
Bank and Branch (NZ only) Blank Blank
Account Number (AU) Blank Blank
Account Name (AU) Blank Blank
Account Number (NZ) Blank Blank
Account Name (NZ) Blank Blank
A.B.N. (AU only) Blank Blank
A.B.N. Branch (AU only) Blank Blank
Account Blank Blank
Salesperson Blank Blank
Salesperson Card ID Blank Blank
Comment Blank Blank
Shipping Method Blank Blank
Printed Form Blank Blank
Freight Tax Code (AU) Blank Blank
Freight GST Code (NZ) Blank Blank
Use Customer's Tax Code (AU) Blank Blank
Use Customer's GST Code (NZ) Blank Blank
Receipt Memo Blank Blank
Invoice/Purchase Order Delivery Static Text - A
A will indicate to MYOB that this is already printed or sent
Static Text - A
A will indicate to MYOB that this is already printed or sent
^Record ID Blank Blank

 

 

Receive Payments

Field Name Field Description for Clients Field Description for Employers
^Co./Last Name Client Wizard - Surname Employer Wizard - Employer Name
First Name Client Wizard - Given Name Blank
*Deposit Account No. Invoice Wizard - Invoice Item Ledger Code Invoice Wizard - Invoice Item Ledger Code
ID No. Blank Blank
Receipt Date Payment Wizard - Payment Date Payment Wizard - Payment Date
^Invoice No. Invoice Wizard - Invoice Number Invoice Wizard - Invoice Number
^Customer PO Blank Blank
Invoice Date Invoice Wizard - Date Invoice Wizard - Date
*Amount Applied Payment Wizard - Payment Amount Payment Wizard - Payment Amount
Memo Static Text - PAYMENT; followed by Client Surname, Client Given Name Static Text - PAYMENT; followed by Employer Name
Currency Code Blank Blank
Exchange Rate Blank Blank
Payment Method Payment Wizard - Payment Type Payment Wizard - Payment Type
Payment Notes Payment Wizard - Desc Payment Wizard - Desc
Drawer/Account Name Blank Blank
BSB Blank Blank
Account Number Blank Blank
Name on Card Blank Blank
Card Number Blank Blank
Authorisation Code Blank Blank
Cheque No: Blank Blank
^Card ID if (Client Personal Wizard - External Codes - MYOB) is populated show this code
otherwise populate - *None
if (Employer Wizard - External Code) is populated show this code
otherwise populate - *None
^Record ID Blank Blank

 

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