Hello community
I am hoping one of the gurus out there can help me with this. I have just upgraded our file from Premier 19 to AccountRight 2017 cloud based software and am having difficulties with the daily imports we do in MYOB for customer payments. With some trial and error I have figured out the Receive Money one, but my Receive Payments will not work.
As we work in a pre-paid industry the money we receive payments for is applied against customer orders and not invoices. Once the work is sent out we convert the order to an invoice for the job. There can be dozens of payments against an order before it is finally invoiced. Our old import would import these payments against the order, matching the customer's card ID and also the customer purchase order.
It would appear from my conversations with the MYOB team that this is no longer supported, and that I cannot import and match against a customer PO number. We can change our internal systems such that the invoice number could be a matching field instead, and I can see that the Invoice number field is also on the order in Myob. I have played around and managed to successfully import a customer payment for an INVOICE in Myob. But I cannot get an import working when the Invoice number relates to an ORDER in Myob as opposed to an INVOICE.
I'm looking for feedback to understand if it is simply not possible to import receive payments to apply against an order in Myob (instead of an invoice). I am hoping this is not the case as this would mean that the cloud based version of Myob is just not suitable for our business as it could not provide the functionality we need.
Any help would be greatly appreciated, thank you. I've attached the log for the unsuccessful import.
