Automating Actrol invoices

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

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

Australia only

We've partnered with Actrol to have their invoices automatically sent to your In tray. Just link your Actrol account with your MYOB Essentials 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 Actrol account with MYOB Essentials

Create an Actrol account and log in.
Click Manage your linked applications.
Click Link in the MYOB box.

When you purchase through Actrol, 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 Actrol purchase?

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

Online

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

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-Store

All purchases made in store through a Actrol 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 Essentials 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 Actrol 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 Actrol invoice). Now every future Actrol invoice will be auto-allocated to the same account code. See Officeworks example below: