MYOB Functions

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DataWise ProActive accounting

MYOB functions

All 95 readable endpoints of MYOB’s Business API v2 — landing in a database on your own PC, open or encrypted with your own password as you prefer.

The Connector knows every one of them, so you never have to. Ask Claude in plain English — “which customers are over their credit limit”, “what should I reorder this week” — and it reads your own data and answers.

Sales

ReadWhatWhat it gives you
InvoicesSales invoices in all five types — Item, Service, Professional, Time billing and Miscellaneous — with full line detail
Sales ordersThe order book — what is promised and not yet invoiced
QuotesWhat has been quoted, in all five types
Customer paymentsPayments received and what each was applied to
Credits and refundsCredits refunded and credits settled against invoices

Purchases

ReadWhatWhat it gives you
BillsSupplier invoices in all four types — Item, Service, Professional and Miscellaneous — with their attachments
Purchase ordersWhat is on order and what has been received against it
Supplier paymentsPayments made and what each was applied to
Debits and refundsSupplier credits refunded and settled

Money and banking

ReadWhatWhat it gives you
Bank accountsThe accounts themselves
Money in and outSpend and receive transactions — spend money also brings its attachments
TransfersMoney moved between accounts
Bank statementsThe statement lines themselves, with the reconciled flag

General ledger

ReadWhatWhat it gives you
Chart of accountsThe whole chart, its hierarchy, balances and linked accounts
JournalsEvery posted journal line, and journals entered by hand
BudgetsBudgets by account and by job
Jobs and categoriesTwo cost dimensions, with their profit distribution
RegistersTransaction registers by account, job and category
Tax and currencyTax codes and currencies

Contacts

ReadWhatWhat it gives you
CustomersCards with terms, credit limit, salesperson and your custom fields
SuppliersSupplier cards with buying terms
EmployeesEmployee cards, in the same API as everything else
Everyone, in one callEvery contact type together, plus personal contacts

Inventory

ReadWhatWhat it gives you
ItemsThe catalogue — on hand, committed, on order and available, all three costs, reorder level, order quantity and preferred supplier
Price matrixQuantity and customer price breaks
Stock movementsThe adjustments themselves
LocationsStock by warehouse or bin

Payroll (Australia only)

ReadWhatWhat it gives you
Pay categoriesWages, entitlements, deductions, expenses, superannuation, tax and tax tables
Superannuation fundsThe funds in use
Employment classificationsHow staff are classified
TimesheetsHours recorded against employees

Time billing

ReadWhatWhat it gives you
Activities and slipsBillable activities and the time recorded against them

Reports

ReadWhatWhat it gives you
FinancialP&L and balance sheet summaries, as MYOB builds them
TaxTax code summary, NZ GST and transaction coding
Payroll (Australia only)Payroll advice and category summary

The company file

ReadWhatWhat it gives you
CompanyName, address and registration details

See it on your own numbers

Free for 14 days, no credit card. Install the Connector, run a sync, and look at your own data in your own database.

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