You can manage your MYOB integration settings to customise invoicing behaviour.
Configuring MYOB integration settings
Customise how MinuteDock creates invoices in MYOB by setting a default Invoice Layout, Ledger Account and Item.
Setting a default invoice layout or ledger account
Apply a MYOB Invoice Layout to Invoices created in MinuteDock by following these steps:
Access integration settings: Click the MYOB link in the main navigation bar at the top of your MinuteDock screen.
Set your defaults: Choose a default Invoice Layout, and optionally a Default Ledger Account and a default Item.
Save Settings: Click the Save Settings button to apply your changes.
ℹ️ Note: The Invoice Layout default will apply to all invoices sent from MinuteDock to MYOB. The Ledger Account setting can be overridden by Contact/Project/Task specific settings.
Managing Contact, Project and Task ledger accounts
You can assign a MYOB Ledger Account to a Contact which will override the default in your MYOB integration settings.
Setting a Contact-Specific ledger account
Go to Contacts: Click on the Contacts screen in MinuteDock
Find your Contact: Use the search bar if you have many Contacts
Open Contact settings: Hover over the Contact and click the edit button
Configure MYOB settings: Scroll to MYOB Settings at the bottom, and choose the Account, and the Item if you use them
Save changes: Click Save to apply your settings
Setting Project and Task ledger accounts
Follow the same process for Projects and Tasks to create more specific Ledger Account assignments.
For Projects:
Go to Projects - Click the Projects screen in MinuteDock
Edit Project - Find and click edit on your chosen Project
Set MYOB Account and Item - In MYOB Settings, choose the Account, and the Item if you use them
Save changes - Click save to apply
For Tasks:
Go to Tasks - Click the Tasks sub-tab under the main Projects screen
Edit Task - Find and click edit on your chosen Task
Set MYOB Account and Item - In MYOB Settings, choose the Account, and the Item if you use them
Save changes - Click save to apply
✅ Success: Your Contact/Project/Task specific settings will now override the integration default setting
Ledger account priority hierarchy
MinuteDock applies MYOB Ledger Accounts in this order of priority:
Task-specific setting (highest priority)
Project-specific setting
Contact-specific setting
Default integration setting (lowest priority)
⚠️ Important: Only one Ledger Account will apply to a given Time Entry, so keep the priorities above in mind.
Mapping MYOB Items
If your Invoice Layout is Services and items, you can send MYOB Items on invoice lines instead of Ledger Accounts. Items appear once they've synced from MYOB.
Integration default: set Item in your MYOB integration settings.
Contact, Project or Task: choose an Item under MYOB Settings. Leave it on — Default — to use the next level down.
On an invoice: invoice lines have an Item column, so you can change one line.
When a line has an Item, MYOB receives the Item instead of the Ledger Account, because the Item carries its own account. Lines without an Item use the Ledger Account. MinuteDock still uses the Ledger Account to pick the tax code.
How tax settings work
MYOB Customers and Ledger Accounts can be set up with default tax rates - these settings will flow through into MinuteDock automatically when set up.
💡 Tip: MinuteDock will otherwise remember and reapply the tax setting you assign during invoicing on a Contact by Contact basis.