TransPost Help

Activity Slips

The Activity slip import records activity slips in MYOB. Activity slips can only be imported using Transpost Plus or TransPost Premier.

These fields correspond to the fields on the AccountRight "Enter Activity Slip" form.

Activities slips must identify either an employee or a supplier card, an activity and, if the activity is billable, a customer.

If a job is specified without a customer then TransPost will apply the activity slip to the customer associated with the job.

SlipID

If this field is not supplied MYOB will generate a value. Note that there will then be no way to check that a particular  record has already been imported so there is a risk, if a file is accidentally imported twice, that records in MYOB are duplicated. We recommend that if the source of the data provides a unique key then that is used to create a SlipID. The maximum length is 30 characters.

Action

If 'D' for Delete is input to this field then instead of adding an activity slip, TransPost will delete the activity slip identified by the SlipID. When deleting no other fields are mandatory.

The easy way to delete activity slips is to supply an input file with a list of SlipIDs and set the default for the Activity field to D.

SlipDate

Date of the activity. Mandatory. If the data contains start and stop time fields in a date-time format one of them may be used for this.

Provider identification

The Provider card, either an Employee or a Supplier, must be identified somehow so at least one of these fields is required:

EmpCardID

MYOB Card ID of the employee or supplier to whom the activity slip applies. If supplied this will be used and other provider identification fields will be ignored.

EmpLastName

If the employee or supplier is an individual then the lastname is also required to identify them.

If the data contains last names and business/company names in the same column use EmpCoLastName instead.

EmpFirstName

If the employee or supplier is an individual then the firstname is also required to identify them.

EmpCoLastName

Name of the employee or supplier to whom the activity slip applies. Use this field if there are providers identified by company/business name in the same input data column.

EmpCompanyName

Name of the employee or supplier to whom the activity slip applies. Use this if Company names and last names are in different columns in the data.

Activity

This is the code which identifies the activity. It is mandatory. It must be a valid Activity in the MYOB Activities List or the activity slip will be rejected.

Job

This optional field should be a valid Job Number in MYOB. It is alpha-numeric and may be up to 30 characters long.

Customer Identification

If Job is not specified and the Activity is billable the Customer must be identified.

CustCardID

MYOB Card ID of the customer. If supplied this will be used and other Customer identification fields will be ignored.

CustCoLastName

Name of the customer. May be either a personal last-name or a company name

CustFirstName

First name of the customer if an individual.

CustLastName

Last name of the customer if an individual. Use this instead of CustCoLastName if customer company names and last names are in different input columns

CustCompanyName

Last name of the customer if not an individual. Use this instead of CustCoLastName if customer company names and last names are in different input columns