You can import invoices from text files or from Excel spreadsheets directly into MYOB using the
Zed Axis software.
- Download and install the Zed Axis software on your computer
- Open your MYOB company file as Administrator and open Zed Axis and click connect
- Select your text file or spreadsheet which contains the invoices that you want to import.
- Set up the a Mapping of the columns in your invoice import file to the corresponding fields in MYOB, as shown below.
- Click Import and your invoices will be directly added to your MYOB company file.
For more information about importing invoices into MYOB, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support
The following fields are the principal fields when importing invoices into MYOB.
|
Field
|
Max
|
Description
|
|
CoLastName
|
50
|
A value must exist within this field if no value exists within the
CardID and RecordID fields.
|
|
FirstName
|
20
|
If a value exists in this field, the Designation of the Card is
Individual. When the card is Individual, the format of the
CoLastName field is 30xAN.
If no value exists in this field, the Designation of the Card is
Company. When the card is Company, the format of the
CoLastName field is 50xAN.
|
|
AddressLine1
|
255
|
|
|
AddressLine2
|
253
|
The maximum length of Address1AddressLine2 is reduced by any content existing within field Address1AddressLine1.
|
|
AddressLine3
|
251
|
The maximum length of Address1AddressLine3 is reduced by any content existing within fields Address1AddressLine1 and
Address1AddressLine2.
|
|
AddressLine4
|
249
|
The maximum length of Address1AddressLine4 is reduced by any content existing within fields Address1AddressLine1,
Address1AddressLine2 and Address1AddressLine3.
|
|
Inclusive
|
1
|
Any non-zero value indicates that the Sale Invoice is Tax Inclusive.
|
|
InvoiceNumber
|
8
|
|
|
SaleDate
|
11
|
|
|
CustomersNumber
|
20
|
|
|
ShipVia
|
20
|
|
|
ItemNumber
|
30
|
Entry in this field is mandatory.
|
|
DeliveryStatus
|
1
|
P= To be printed
E = To be emailed
B = To be printed and emailed
A = Already printed or sent
|
|
Quantity
|
8.3
|
Negative values are indicated as such by way of a leading negative
sign.
|
|
Description
|
255
|
|
|
ExTaxPrice
|
13.2
|
Currency formatting must not be applied.
|
|
IncTaxPrice
|
13.2
|
Currency formatting must not be applied.
|
|
Discount
|
3.2
|
Percent formatting must not be applied.
|
|
ExTaxTotal
|
13.2
|
Currency formatting must not be applied.
|
|
IncTaxTotal
|
13.2
|
Currency formatting must not be applied.
|
|
Job
|
15
|
|
|
Comment
|
255
|
|
|
Memo
|
255
|
|
|
SalespersonLastName
|
50
|
|
|
SalespersonFirstName
|
20
|
|
|
ShippingDate
|
11
|
Date format is controlled within the Regional Settings of the
operating system.
|
|
TaxCode
|
3
|
|
|
NonGSTLCTAmount
|
|
Currency formatting must not be applied.
|
|
GSTAmount
|
|
Currency formatting must not be applied.
|
|
FreightExTaxAmount
|
|
|
|
FreightIncTaxAmount
|
|
|
|
FreightTaxCode
|
|
|
| CurrencyCode |
Text 3 |
The currency code as it appears in the currency list |
| ExchangeRate |
6 |
The exchange rates against the home currency |
|
PaymentIsDue
|
|
0 = C.O.D
1 = Prepaid
2 = In a Given # of Days
3 = On a Day of the Month
4 = # of Days after EOM
5 = Day of Month after EOM
|
|
DiscountDays
|
3
|
|
|
BalanceDueDays
|
3
|
|
|
PercentDiscount
|
2.2
|
Percent formatting must not be applied.
|
|
PercentMonthlyCharge
|
2.2
|
Percent formatting must not be applied.
|
|
ReferralSource
|
20
|
|
|
AmountPaid
|
13.2
|
|
|
Location
|
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Article ID: 83, Created On: 10/21/2011, Modified: 10/21/2011