Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Updated the onboarding screenshot
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

Working outside of the office shouldn’t affect your processes. Now with the MYOB Invoices for AccountRight app, you can record time billing activity slips and create quotes, invoices, customers and invoices suppliers on your mobile device. The best part? It's all linked to AccountRight, for faster and more accurate time tracking.

Download MYOB Invoices for AccountRight from the App Store AU, App Store NZ or Google Play.

UI Text Box
typenote

Before you get started:

  • You need to have an existing online file with AccountRight.  
  • You need to download the MYOB Invoices for AccountRight app from Google Play or the App Store.
  • Activities can't be created in the app – they’ll be taken from your existing AccountRight file.
  • This app isn't for payroll timesheets—but check if there's an MYOB add-on that'll suit your needs (Australia | New Zealand).
UI Expand
titleSigning in to the app
  1.  Tap the MYOB Invoices for AccountRight app on your device.



  2. Sign in using your MYOB login details.

  3. Enter a pin for fast and secure access. In future you'll use your pin to sign in on your device.

  4. Tap the company file that you want to work with.

  5. If prompted enter your company file sign in details. You're good to go!
    Image Removed
    Image Added
UI Expand
titleEntering an activity

You can use the app to log your activity slips in two ways:

UI Expand
title1. Use the timer to record your activity as you're working

UI Expand
title2. Manually enter the amount of time you've worked on an activity

Either way, Time Tracking for AccountRight will send your activity slip to your AccountRight file.

You can also see activity slips created or modified within the last 7 days in the Latest activities page.

Plus you can log non-chargeable activities (like internal admin work) and you can change your units of measure too. If you’ve got multiple businesses in AccountRight, switch between them by logging out of your current account and logging into another one. 

 

UI Expand
titleGiving access to other users

Need to give another user access to Time Tracking for AccountRight? Here's how to set them up:

  1. In your AccountRight file, go to the Settings bar select Setup and click User Access.



  2. Click on the Manage Roles tab in the User Access window.


3. Right click on the Time Billing role and select Duplicate Role.


4. Rename your role so you know what this new role is for – for example "Time Tracking for AccountRight".


5. In the new role, go to Cards and make sure the Employee Cards permission is turned on and is set to Read & Write.

6. Go back to the Manage Users tab and turn on the new role for any users you want given access to.

Once you've given access, the person you've added can log into Time Tracking for AccountRight with their credentials.

UI Expand
titleAdding a customer or supplier

Adding a customer or supplier

When you add a customer or supplier from the app, it'll also appear in your AccountRight file. Here's how:

  1. On the bottom panel, select Contacts.
  2. Tap the + icon in the top right hand corner of the screen.
  3. Choose whether the contact is a customer or a supplier.
  4. In the Designation field, select whether you'd like to create an individual or a company.
  5. Fill in all the details of your contact.
  6. Tap Save in the top right hand corner.

Now this contact will be saved in your app as well as in AccountRight.

UI Expand
titleCreating an invoice

Creating an invoice

You can view, add and edit invoices in the app. To create an invoice:

  1. In the bottom panel, tap Invoices.
  2. Tap the + icon in the top right hand corner of the screen.
  3. Enter the details of your invoice.
  4. Tap Save.

Your invoice will be saved in the app as well as AccountRight.

You can also check the details of an invoice, take payments and email invoices by tapping into the invoice of your choice.

 

 

UI Expand
titleCreating a quote

Creating a quote

When you create a quote from the app, it'll also appear in your AccountRight file. Here's how:

  1. On the bottom panel, select Quotes.
  2. Tap the + icon in the top right hand corner of the screen.
  3. Fill in the details of your quote.
  4. Tap Save in the top right hand corner.

Now this quote will be saved in your app as well as in AccountRight.

Note
titleDon't forget to let us know your thoughts!

Tap Provide feedback in the settings screen and leave us a message. 

HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namemagenta
titleRelated topics
HTML Wrap
classsidebarlinks

Billing for time

Setting time billing preferences

Creating multiple activity slips

Creating activity slips