How do I connect to MYOB Essentials?


Please check out the tips in this article.


How do I disconnect from MYOB Essentials in RIPA Expenses?


To disconnect the MYOB Essentials integration, simply navigate in RIPA Expenses to Administration -->Accounting Software, and click the Disconnect button. This will unlink your RIPA Expenses Users from their corresponding MYOB Essentials Contacts, and will mean that expenses submitted in RIPA Expenses will not be exported to MYOB Essentials.



How do transactions from RIPA Expenses appear in MYOB Essentials?


When an Out of Pocket expense (spent by the employee using their own money, then seeking reimbursement) is exported to MYOB Essentials, it appears as an approved Bill to Pay, sitting among your supplier bills (see example below). The supplier to to be paid in this case is the employee.



Expenses submitted by Corporate Card Users appear in MYOB Essentials as Journal entries, showing the split of the Credit entry against the matching Bank Account/Credit Card, and the corresponding Debit entries against the relevant Expense and Tax accounts. 



MYOB Essentials users will be able to go into the Bank transactions screen, which will bring up the list of Bank/Card transactions from the bank feed. The matching transaction from the bank feed will have the message "1 match available" on the right hand side as per the image below.



When the user clicks on 1 match available, the RIPA Expenses-generated transaction will be there. They can tick the box on the left hand side, and click save to confirm the reconciliation of this transaction.



How often does data syncing occur?


We export expense data to MYOB Essentials about every minute. So once your expense has Approved status in RIPA Expenses, the transaction should be visible in MYOB Essentials within the next 60 seconds. If you can't find the expense, try checking the Export Issues page in RIPA Expenses.