TransPost Help

Configuration

Before using TransPost you need to tell it which MYOB file to use and where to find MYOB and how to log in.

Create a Mapping

Create and store mappings to define how TransPost should import your input files into MYOB. For each type of transaction there are fields in MYOB which you should provide either an input or a default value for.

For specific details of the fields that should be mapped see:

• Customer Cards
• Item Sales
• Service Sales
• Miscellaneous Sales
• Professional Sales
• Time Billing Sales
• Jobs
• Activity Slips
• Product Codes/Inventory Items - not available yet

Process

The process will apply a mapping to an import file to import the data in a selected file into MYOB. If errors are encountered, for example references to missing customers or products, then that will be logged.

Run Schedule

Each step of the run schedule takes files from a specified folder, matching a  name or wildcard mask, and processes those files using a specified mapping. There is an option to move the files to another folder after processing.

Service

The TransPost Windows service can be set up to process the Run Schedule at regular intervals.