Australia only We've partnered with Metalflex to have their invoices automatically sent to your In tray. Just link your Metalflex account with your existing MYOB Essentials business file. UI Text Box |
---|
| Looking for another supplier? We've partnered with a number of other suppliers and we'll be adding more suppliers soon. See Automating supplier invoices. |
UI Expand |
---|
expanded | true |
---|
title | To automate invoices from Metalflex |
---|
| To automate invoices from Metalflexlink your Metaflex account to MYOB Essentials |
| HTML |
---|
<script src="https://fast.wistia.com/embed/medias/w5w51cqad5.jsonp" async></script><script src="https://fast.wistia.com/assets/external/E-v1.js" async></script><div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><div class="wistia_embed wistia_async_w5w51cqad5 videoFoam=true" style="height:100%;position:relative;width:100%"><div class="wistia_swatch" style="height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;"><img src="https://fast.wistia.com/embed/medias/w5w51cqad5/swatch" style="filter:blur(5px);height:100%;object-fit:contain;width:100%;" alt="" onload="this.parentNode.style.opacity=1;" /></div></div></div></div> |
- Create a Metalflex account and log in.
- Click Manage your linked applications.
- Click “Link” Click Link in the MYOB box.
When you purchase through Metalflex, your invoices will now be automatically imported to your In tray. |
HTML |
---|
<h2><i class="fa fa-comments"></i> FAQs</h2><br> |
UI Expand |
---|
title | What do I need to do when making an Metalflex purchase? |
---|
| - Log in using your account details.
- Complete the checkout process.
Metalflex will send your invoice to your In tray. UI Text Box |
---|
| Your invoice will usually be delivered to your Essentials In tray on the night of your purchase. |
All purchases made in store through a Metalflex trade account will be recorded in maX. If the maX account has been linked to an MYOB account, these invoices will automatically be sent through the MYOB account. UI Text Box |
---|
| Your invoice will usually be delivered to your Essentials In tray on the night of your purchase. Learn more about Working with In tray documents. |
|
UI Expand |
---|
title | Do I have to code every line item? |
---|
| No. When your Metalflex invoice arrives in your In tray, use 'Account code' to categorise your purchase. This will populate the 'Allocate to' column against your line items (which have been imported from your Metalflex invoice). Now every future Metalflex invoice will be auto-allocated to the same account code. See Officeworks example below: Image Modified |
UI Expand |
---|
title | How do I opt out of the service? |
---|
| - Log in to the Metalflex website.
- Click on "Manage account".
- Select "Linked applications".
- Unlink to stop Metalflex invoices from going to your MYOB account.
|
If you're having trouble setting up your account, contact Metalflex. |