MYOB Announces End of Support for MYOB AccountRight Classic v19

MYOB have recently announced that as of 30th September 2019 they will no longer provide features, patches, compliance updates or product support for AccountRight Classic (sometimes known as v19) in Australia and New Zealand. I’ve often wondered when MYOB would cease to support the Classic version of AccountRight. We get a lot of enquiries from customers in Australia and New Zealand still using v19 which lacks the API functionality that we use with our FileMaker MYOB Integration solutions, so we’re pleased to see that MYOB will be ceasing support for v19 and encouraging customers to upgrade to the modern versions of AccountRight or MYOB Essentials that have cloud support as well as API support.

For customers still using AccountRight Classic/v19 who upgrade to AccountRight 2018 or MYOB Essentials you will now be able to take advantage of many new features and you will also be able to integrate AccountRight or Essentials with your FileMaker solution in ways that were not previously possible. AccountRight Classic used ODBC to interact with AccountRight which had a number of limitations. For example you were limited to creating Windows-based applications that were primarily desktop bound. With the new AccountRight Live API, it’s easy to create applications using any programming language, for a variety of platforms, including Mac and Windows, as well as for devices runinng iOS, Android and Windows Mobile operating systems.

Databuzz has been integrating FileMaker solutions with AccountRight Live and Essentials since the APIs were first available a number of years ago. We’ve also created some products that show you how to integrate FileMaker with AccountRight Live or Essentials:



If you’re planning on upgrading from AccountRight Classic to either AccountRight 2018 or MYOB Essentials and you need to replace your existing ODBC integration or would like to discuss how you can integrate your FileMaker solution please get in touch to arrange a free consultation and discuss your requirements.

fmAccounting Link and Two-factor authentication with Xero and MYOB

 

As more IT services move to the cloud the risk of unauthorised access and security breaches becomes something that most small business owners need to manage in order to protect access to their critical business systems and sensitive data. The past few years has seen a significant increase in the number of online services coming under cyber attack and sustaining security breaches, as well as the rise in identify theft and online fraud. Security industry research shows that over 40% of cyber attacks last year targeted small businesses and this is increasing.

In additional to the traditional username and password login, many online services now offer an extra layer of protection in the form of two-factor authentication, also commonly referred to as 2FA. With two-step authentication enabled you need to provide two authentication “factors” to login alongside your username. The first factor is something you know – typically your account password.  The second factor is something you have – typically a unique code that’s generated by a separate app on your smartphone or sent via SMS to your registered mobile phone.

Some of the largest online services including Google, Microsoft, Apple, Twitter, Facebook and LinkedIn now offer two-factor authentication – users will typically have to first login using their username/password, then immediately have to enter a 2nd level of authentication (typically a one time code that is sent via SMS or generated via an authenticator app like Google Authenticator).

Two-factor authentication is available for both Xero and MYOB, and in Australia the use of 2FA will be mandatory for accountants and bookkeepers by 30 June 2018 to meet new industry standards set out by the Australian Tax Office. We’ve been using two-factor authentication with Xero and MYOB and are pleased to report there are no issues with 2FA and the use of fmAccounting Link (Xero Edition) or fmAccounting Link (MYOB AccountRight Edition).

With our fmAccounting Link (Xero Edition) solution we connect to the Xero API via the use of a Private Application, so users are not required to authenticate each time they connect to the Xero API to upload or download data. With fmAccounting Link (MYOB AccountRight Edition) if you are using the MYOB Cloud to host your AccountRight company file you will simply be presented with the additional login page to enter your 2FA code – here’s a screenshot showing this:

You can learn more about two-factor authentication for Xero and MYOB at the following links:

fmAccounting Link (MYOB AccountRight Edition) and AccountRight 2018.1.1

We’ve been testing fmAccounting Link (MYOB AccountRight Edition) with AccountRight 2018.1.1 that was released this week and have not found any issues in our testing so far. We’ve been able to download data from AccountRight and upload data to AccountRight successfully so we don’t anticipate any issues with AccountRight 2018.1.1, but please let us know if you encounter any issues when working with AccountRight 2018.1.1.

MYOB have also recently added a new beta API endpoint for Quotes that will allow you to read, create, update and delete sales quotes via the API. This will work in a similar way to Invoices and Orders, and will be available for all quote layouts including Item, Miscellaneous, Professional, Service and Time Billing. Once the Quotes API endpoint is out of beta and available to all users we will add examples for working with Quotes to the fmAccounting Link (MYOB AccountRight Edition) solution as a free update for all existing customers.

fmAccounting Link (MYOB AccountRight Edition) Updated for Bills

We’ve just released an update to fmAccounting Link (MYOB AccountRight Edition), our FileMaker solution for integrating with MYOB AccountRight in Australia and New Zealand, with examples for working with Bills in MYOB. With v1.25 of fmAccounting Link you can now use FileMaker to:

  • download Bills from AccountRight to FileMaker (either all Bills or filtered by Bill Date)
  • create Bills in FileMaker and upload them to MYOB
  • convert a Purchase Order to a Bill in FileMaker and upload the converted Bill to MYOB

This is a free update for all existing customers – you can view the full release notes on our version history page.

Eliminating Double Data Entry with eCommerce, FileMaker and Accounting Integration

Are you a small business that uses FileMaker to run your business (Contacts, Invoices, Suppliers, Leads etc) but also have an online store and use another accounting software? Do you find yourself re-entering online orders multiple times in your FileMaker CRM then once again in your accounting software?

There is a better way – we know as we once were in that situation ourselves. Over the past five years we’ve introduced a number of new systems into our business operations, including:

  • 2 online stores for our main Databuzz site as well as for our fmSMS product both running WooCommerce
  • switched from a  desktop accounting software to the Xero Cloud accounting platform

We also use the FileMaker platform internally to run our business and like many of our customers we suddenly found ourselves in the position where we had to enter a new sales order multiple times in different systems. The workflow for a new order became:

  1. receive notification via email of a new online order
  2. create a new order in our FileMaker CRM and copy/paste the customer and order details from the email
  3. logon to Xero and create a new Customer and Invoice and enter the Payment manually via copy/paste from FileMaker

The online order was being manually typed twice in FileMaker and our accounting software, leading to data entry errors and wasted time handling the same order multiple times. At Databuzz we like to “eat out own dogfood”  and most of our Products have been the result of a need to solve a problem within our own business that we suspected other businesses would also have. With the help of our fmAccounting Link (Xero Edition) solution as well as fmEcommerce Link (WooCommerce Edition) and the power of webhooks we’ve been able to completely eliminate all data entry for our online orders.

The new streamlined process looks like this:

  1. a new order is created in one of our online stores which triggers a WooCommerce webhook to push that new Order to our internal version of fmEcommerce Link (WooCommerce Edition).
  2. this calls a FileMaker script which then pushes the online order to our internal version of fmAccounting Link (Xero Edition). It checks to see if the customer already exists, otherwise it creates a new one.
  3. a staff member does a quick sanity check to make sure everything looks correct and then clicks a button to upload the new Invoice and Payment to Xero.

We’ve managed to reduce this business process from 5-10 minutes to 5-10 seconds –  this has freed up time to be spent on more productive tasks instead of mindless double data entry. Whether you’re using WooCommerce or Shopify for your online store and Xero or MYOB AccountRight/Essentials for your accounting it is possible to integrate all of these with FileMaker in the middle so that new online orders flow directly into FileMaker and then into your accounting software without any more double data entry.

If you would like to discuss integrating your FileMaker solution with your eCommerce system please contact us for a free initial consultation to discuss your requirements. We also have a number of FileMaker integration solutions available if you would prefer to do the integration in-house:

Databuzz 2017 End of Year Xmas Sale – 20% Off All Licenses

The Databuzz End of Year Xmas Sale is now on – all Product Licenses are now 20% off, including:

The sale runs until the end of the day on the 31st December, 2017 (Australian Eastern Daylight Time). Free trial versions are available for all of our products – please contact us to request a trial version.

All our prices are in Australian dollars – if you’re purchasing from outside of Australia you’ll also get to take advantage of the low Australian dollar (1 Australian Dollar equals approximately 0.75 US Dollars).

Discounts are applied automatically – no coupons required! Click here to start shopping.

We also have a similar sale on fmSMS Licenses (20% off) – click here to visit the fmSMS website for further details.

fmAccounting Link (MYOB AccountRight Edition) Updated for Purchase Orders

An updated version of fmAccounting Link (MYOB AccountRight Edition) has just been released which now includes examples for working with Purchase Orders, which has been a popular request from our customers. fmAccounting Link shows you how you can use FileMaker to:

  • download Purchase Orders from MYOB to FileMaker (all Purchase Orders or filtered by Purchase Order Date)
  • create Purchase Orders in FileMaker and upload them to MYOB
  • update a single Purchase Order from MYOB

This is a free update for all existing customers. You can view the full release notes on our version history page.

Our next update will include examples for working with Bills in MYOB and FileMaker. We’re also planning an update that will be ‘plug-in free’ for FileMaker v16 users, allowing you to use the fmAccounting Link (MYOB AccountRight Edition) solution natively under FileMaker Pro,  FileMaker Go and FileMaker WebDirect without having to install and manage plug-ins. The FileMaker v16 platform introduced some new cURL options and JSON functions which will allow us to perform the same functions as the plug-in provides when using FileMaker v16 – earlier versions of FileMaker will still need to use the plug-in functions.

If there are other features you would like to see in the core fmAccounting Link (MYOB AccountRight Edition) file please get in touch and let us know.

FileMaker Pro v16 Compatibility Update

FileMaker Pro v16 was released today and we’re pleased to report that all Databuzz products are compatible with the FileMaker v16 platform. We haven’t encountered any issues with the following products in our testing with FileMaker Pro v16:

fmSMS – we have sent messages from multiple SMS Gateways, checked Account balances and checked the status of sent Messages successfully.

fmAccounting Link (Xero Edition) – we have been able to authenticate, download from Xero to FileMaker and upload from FileMaker to Xero successfully

fmEcommerce Link (WooCommerce Edition) – have been able to authenticate, download from WooCommerce to FileMaker and upload from FileMaker to WooCommerce successfully

fmAccounting Link (MYOB AccountRight Edition) – we have been able to authenticate, download from AccountRight to FileMaker and upload from FileMaker to AccountRight successfully

fmAccounting Link (MYOB Essentials Edition) – we have been able to authenticate, download from MYOB Essentials to FileMaker and upload from FileMaker to MYOB Essentials successfully

If you encounter any issues with any of our products and FileMaker Pro v16 please let us know. We’ll be writing more articles about some of the new features in the FileMaker v16 platform over the coming weeks – you can subscribe to our newsletter to be notified when they are released or follow us on Twitter or Facebook.

Downloading the Xero/MYOB Invoice PDF

Whether you’re using Xero or MYOB AccountRight for your business accounting software there are times when you would prefer to send your customer the Invoice that Xero and MYOB generate natively. For example if you have added an online Payment option to your Xero Organisation you might prefer to send the customer the Xero generated Invoice with the “View and pay online now” link in the PDF for customers to click and pay online with a credit card. Similarly if you’re using MYOB AccountRight you might to send your customer the invoice using one of the MYOB M-Powered layout forms.

For our fmAccounting Link (Xero Edition) solution we’ve already given users the ability to:

  • get the Online URL for an Invoice and include that in an email etc that they send to clients so they can choose the “View and pay online now” option
  • download the Xero Invoice PDF into a FileMaker container field and then save that to the desktop etc or include that in an email to the customer in place of a FileMaker layout based Invoice

We’ve been working on creating a similar feature for our fmAccounting Link (MYOB AccountRight Edition) solution and it will be included in the next update. Like the Xero solution it will allow users to click a button to download the MYOB PDF invoice into a FileMaker container field and then save that to the desktop or include that in an email to the customer. We currently have the ability to download all the Form Templates setup in your MYOB Company File:

and then specify the Printed Form for each Customer in the fmAccounting Link (MYOB AccountRight Edition) file:

 

This is then used as the default when you request the MYOB Invoice PDF, however you can specify a different form template to be used by passing a parameter with the request for the Invoice PDF. Here’s a quick video that demonstrates creating an Invoice and then requesting the PDF from MYOB:

fmAccounting Link (MYOB AccountRight Edition) Now Supports Jobs

We’ve just finished an update to fmAccounting Link (MYOB AccountRight Edition) which now includes examples for working with Jobs, one of the most requested features from our customers. fmAccounting Link shows you how you can use FileMaker to:

  • download Jobs from MYOB to FileMaker (all Jobs or filtered by Start Date)
  • create Jobs in FileMaker and upload them to MYOB
  • update a single Job from MYOB
  • enter a Job against an Invoice Line Item or a General Journal Item
  • download a Job Budget from MYOB to FileMaker and send an updated version back to MYOB

This is a free update for all existing customers. You can view the full release notes on our version history page. If there are other features you would like to see in the core fmAccounting Link (MYOB AccountRight Edition) file please get in touch and let us know.