Map GENIUS with MYOB balance sheet accounts
- Select ARM Pro > Administration > API Settings > New API page
- Open ‘GENIUS’ section.
- Select ‘Plan manager’ from the first drop-down
- Select MYOB file from the second drop-down
- Enter a balance sheet account name in the text box (e.g., PM clearing for LP)
- Select the search result
- Select ‘Save’
Map clients and service providers
- Select GENIUS settings > HICAPS
- Select ‘Yes’ for ‘Enable automatic sync for payments’
- Select ‘MYOB file’ for ‘Accounting package for payment automatic sync
- Select ‘per day’ for ‘Accounting package payment journal entry creation method’
- Select a balance sheet account from the dropdown ‘Default account for client payment’ (e.g., PM clearing for LP)
- Select a balance sheet account from the dropdown ‘Default account for provider payment’ (e.g., PM clearing for LP)
- Select ‘Save’
Review sync results
With HICAPS integration, the plan managed claims automatically sync to MYOB to create journal entries. They can be found in the transaction list within the Accounts Command Centre.
Scenario 1: Use the same balance sheet account for self-organisation + client + service provider mapping (e.g., 1-1280 PM clearing for LP).
On webpage:
In software:
Scenario 2: Use 3 different balance sheet accounts:
- Asset: ‘Accounts Receivable for PM Clearing’ for self-organisation mapping
- Liability: ‘Accounts Payable for PM Clearing’ for client mapping
- Asset: ‘PM Clearing’ for service provider mapping
On webpage:
In software:
