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Visualcare integrates with MYOB AccountRight and MYOB Advanced via API to export client invoices and worker timesheet data. Once connected, you sync your MYOB data into Visualcare, map payers, clients, workers, and services to the corresponding MYOB records, and export on demand from the Data Export area.

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Linking Visualcare to MYOB

To export any client invoice or worker timesheet data, the API connection must be established between vCore and MYOB.
1

Open accounting software settings

Go to Settings → Data Export → Accounting Software.
2

Select MYOB as the export target

To connect to MYOB to invoice clients, select MYOB from the Invoice Export drop-down and click Save. To connect to MYOB to export worker timesheets for payroll, select MYOB from the Timesheet Export drop-down and click Save.
3

Authorise the connection

Click Authorise MYOB to connect to your MYOB file. If you’re already logged in to MYOB, select the MYOB business file to connect and click Allow Access. If you’re not logged in, you’ll be prompted to log in first, then select your business file and click Allow Access.
4

Verify the connection

Once connected, you’ll see the option to Disconnect MYOB Connection. If you have multiple files linked to your MYOB user account, they’re displayed in the MYOB company drop-down.

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Syncing MYOB data

After the MYOB connection has been established, items must be synced from MYOB into vCore. Under Settings → Data Export, in the MYOB API section, click each of the sync buttons. These pull the relevant lists of MYOB data into drop-downs throughout vCore to initialise the integration.
If you don’t wish to export via API to MYOB, you can select MYOB AccountRight or Advanced from the Accounting Software menu instead. The setup below is the same, except the fields are free text rather than drop-downs.

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Setting up for export

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Payers

Payers are intended to be used when a third party (for example, a plan manager) pays the invoice on behalf of the participant. Payers can be set up and linked to a client profile or client agreement so invoices export to the desired MYOB Customer Card.
1

Create the payer

Create payers under Maintenance → Payers.
2

Select the accounting code

Once created, select an Accounting Code for the payer from the drop-down in the Contact section. This drop-down is populated with Customer Cards from MYOB. Click Save.
If the MYOB card is not listed, ensure it’s set up in MYOB and click Sync code from MYOB. If it still doesn’t appear, the MYOB connection may need to be re-established.
Depending on your setup, you may not use payers at all — instead exporting invoices to the participant’s own Customer Card and linking the client using the Accounting Code on the client profile.

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Clients

Once payer profiles are created, you can set up client profiles for export. There are three places the system looks to determine where invoices for a client should export:
  1. Agreement Payer
  2. Client Profile Payer
  3. Client Profile Accounting Code
If the Agreement Payer (1) is blank, vCore looks at the Client Profile Payer (2). If both are blank, vCore exports the invoice to the Client Profile Accounting Code (3). This allows different MYOB Customer Cards to be used for the same client depending on the agreement.
Example: a participant may be both plan managed and self managed. Link the plan managed agreement to a payer profile (the plan manager), and leave the self managed agreement blank so those invoices export directly to the client’s own Customer Card.

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Workers

1

Set the pay level

First ensure the worker has the correct Payrate Level, set in Worker Profile → Finance → Worker Details → Update Pay Level and Rates.
For MYOB Supplier Cards (contractors), the Payrate Level must be set to 0 to export correctly. For MYOB Employee Cards, select the applicable Payrate Level.
2

Select the accounting code

At the bottom of the page, select the worker Accounting Code. This lists all MYOB Employee Cards and Supplier Cards. Select the correct card and click Save. This tells vCore which MYOB employee or supplier to send the worker’s timesheets to.
If the employee name is not listed, click Sync code from MYOB to bring across any new information since the last sync.

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Services — charge

Charge amounts for a service are set in Maintenance → Services. You must select an Accounting Code for each service — the accounting code is the MYOB Job Item you have created. If the item you require is not listed, ensure it exists in MYOB and click Sync MYOB Invoice Items and Job back in settings. Click Save.
The Visualcare charge rate is sent with the export and overrides the Job Item charge rate in MYOB.

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Services — pay

For worker payroll exports, vCore matches Service + Worker Payrate Level to a Payroll Category. Payroll Categories must be selected for each service and payrate level you provide. Go to Maintenance → Services, select a service, and choose the Payroll Category (MYOB’s equivalent of a pay item) from the drop-down for each pay level. If the Payroll Category you require is not listed, ensure it’s set up in MYOB and click Sync MYOB Payroll Categories.
The pay rate amount is not sent to MYOB for employees — only the Payroll Category is exported. For suppliers, the pay amount is exported.

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Exporting data

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Invoices

Navigate to Timesheets → Data Export and select the invoice export option. Choose the date range and any filters, then click Export. Visualcare sends the invoice data to MYOB via the API connection.

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Payroll

Navigate to Timesheets → Data Export and select the timesheet export option. Choose the pay period and click Export. Timesheet data is sent to MYOB for payroll processing.

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Running into issues?

Integration error fixes live under Troubleshooting. See MYOB export troubleshooting for common MYOB export errors and fixes, or Integration troubleshooting for other integration issues.

Xero integration

Connect Visualcare to Xero for invoice and payroll export

Billing to accounting software

Overview of accounting software export options

Supported integrations

Full list of integrations supported by Visualcare