Australia only We've partnered with Caltex to have their invoices automatically sent to your In tray. If you have a Caltex StarCard, you can link your Caltex account with your MYOB Essentials business. UI Text Box |
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| 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. |
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title | To link your Caltex account to MYOB Essentials |
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| To link your Caltex account to MYOB Essentials- If you haven't already done so, register for a myCaltex account.
- Log in to your myCaltex account.
- Select Accounts & Transactions.
Under the Connect to MYOB button, select agree to the MYOB integration.
Now when you purchase through Caltex, your invoices will be automatically imported to your In tray. Learn more about Working with In tray documents. |
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<h2><i class="fa fa-comments"></i> FAQs</h2><br> |
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title | What do I need to do when making a Caltex purchase? |
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| What do I need to do when making a Caltex purchase?OnlineLog in to your myCaltex account. - Complete the checkout process. Caltex will send your invoice to your In tray.
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| 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. |
In-StoreAll purchases made in store through a Caltex trade account will be recorded in MyCaltex. If the MyCaltex account has been linked to an MYOB account, these invoices will automatically be sent through the MYOB account. UI Text Box |
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| 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. |
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title | How do I opt out of the service? |
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| How do I opt out of the service?- Log in to your myCaltex account.
- Select Accounts & Transactions.
Under the Connect to MYOB button, deselect agree to the MYOB integration.
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title | Do I have to code every line item? |
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| Do I have to code every line item?No. When your Caltex 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 Caltex invoice). Now every future Caltex invoice will be auto-allocated to the same account code. See Officeworks example below:
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If you're having trouble setting up your myCaltex account, contact Caltex Customer Service on 1300 662 669 or StarCard Support on 1300 365 096. |