Automating Metalflex invoices

https://help.myob.com/wiki/x/zYOFAg

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Australia only

We've partnered with Metalflex to have their invoices automatically sent to your In Tray. Just link your Metalflex account with your MYOB AccountRight business.

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.

To link your Metalflex account to MYOB AccountRight

Create a Metalflex account and log in.
Click Manage your linked applications.
Click Link in the MYOB box.

When you purchase through Metalflex, your invoices will now be automatically imported to your In tray. Learn more about working with In Tray documents.

FAQs

What do I need to do when making an Metalflex purchase?

What do I need to do when making an online Metalflex purchase?

Online

Log in using your account details.
Complete the checkout process.
Metalflex will send your invoice to your In Tray.

Your invoice will usually be delivered to your AccountRight In Tray on the night of your purchase.

In-Store

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.

Your invoice will usually be delivered to your AccountRight In Tray on the night of your purchase. Learn more about working with In Tray documents.

Do I have to code every line item?

No. When your Metalflex invoice arrives in your In Tray, select Create New Spend Money or Link to Existing Spend Money.

In the Spend Money window, type or select the account number to categorise your purchase, selecting the account that best suits your line items (which have been imported from your Metalflex invoice).

Fill in any additional information you require and click Record to complete. Now every future Metalflex invoice will be auto-allocated to the same account number. See example below: