Module - MYOB

UCAP's MYOB Module

Nov 07

Summary

Up Close and Personal Version integrates with MYOB accounting. The UCAP for MYOB module automates communications and synchronisation between UCAP CRM and MYOB.

The UCAP Product Module integrates with MYOB.

MYOB versions & regions supported

Requirements - MYOB Licences

Description

For companies that have been using MYOB for a while, a lot of your company intelligence is contained in this great accounting system. UCAP has the unique ability to extract this information and display it in a meaningful simple format. Now you can really get to know and understand your clients. Just run the integrated MYOB Card and Item imports from UCAP and look at the results.

Lock your critical business data away from prying eyes and meddling fingers. When combining UCAP with MYOB, you can prevent non accounting staff from interfacing to your accounting system. With UCAP running your office, only your Managers and Accountants need ever to play inside MYOB, the rest of your staff access sales and customer data and contact clients via UCAP's friendly utilities.

Capabilities also include:

Expand your MYOB Identifiers to greatly enhance attribute tracking of key data about your client. In fact UCAP’s data management is unlimited in every aspect.

Import the MYOB Items into UCAP’s on board Inventory. Simply run the MYOB Item Import from UCAP and you are ready to go. When clients purchase Items, UCAP can manage all of your Client contact and purchase requirements then pass the sales transaction directly into MYOB. Even your Item Purchases and MYOB stock levels can be maintained from UCAP.

View MYOB Sales and detailed sales information directly from MYOB with friendly search & filtering options.

UCAP can now synchronise MYOB Card data with MS Outlook, and through this to your PDA

So integrate now, run UCAP with MYOB and open your horizons to degrees you never believed possible.

MYOB Help files

Menu Selections

When logged onto MYOB, the MYOB Company Filel

The UCAP MYOB Module provides the following menu selections:

View MYOB Data

Import MYOB data to UCAP

Import MYOB Static Values (Identifiers)

Export UCAP data to MYOB

Export a UCAP Product to MYOB

Export an Item purchased in UCAP to MYOB

Export UCAP data to MYOB

Activities

Users should be able to conduct the following activities when using the UCAP MYOB Module:

MYOB - Selling a Product