TSM Wiki

Configuration Link

1. Open “TSM MYOB Live Link”

2. Ok through any error messages like “Unable to connect to TSM” indicating TSM or MYOB is not accessible, and click Tools then Options.

3. Select TSM on the left pane, and enter the current TSM directory, username, and password.

Note: The TSM directory must be accessible using the current Windows credentials. Using a UNC (Universal Naming Convention) path (ie. \\server\dir) is recommended over a mapped drive path. Also, the TSM DLL must be registered correctly using this path on the current machine (see troubleshooting section for detail).

4. Select MYOB on the left pane, and enter the current MYOB API URL. Then use the dotted <…>button to select the MYOB Company file, and enter corresponding username and password. The credentials of this Company file must be provided by your organization’s IT department.

Click OK to save the settings, then close and reopen the MYOB-TSM Link.

5. Use navigation path Tools→ Options→ TSM and use the checkboxes to limit which departments to load data from.

6. Click Tools→ Options→ MYOB→ Categories/Accounts.

For each department, enter the appropriate MYOB account codes to use when posting Invoices, Supplier Invoices, COGS transactions, and Cash Receipts.

The specific accounts to us|for each transaction type need to be identified by each customer’s accountant or book keeper.

Under the Sales Invoices tab, Material sets the Sales Income account for Parts Used on a Job, Labour is the Sales account for Timesheets, General is used for Invoices from Contract Jobs (and user fields set to Job Total), Fees are from a Job’s Service Fee, and Rounding is populated from any difference between the line items and Invoice total.

Under COGS/ Supplier Invoices, the COGS account is used if recording Cost of Sale from Parts Used records, Material defines the Inventory Asset account used when purchasing stock, Freight records shipping costs from Purchase Orders, and Rounding is populated from any difference between Supplier Invoice line items and the total.

The Cash Receipts tab defines which asset account funds are to be deposited into. Each Payment Type can be sent to a separate account. Note: By default, MYOB payment codes (called Payment Methods) exist in lowercase. These will need to be changed to uppercase in order to match to the Payment Type Code ID in TSM.

Important: If the accounts for specific departments are left blank, the accounts defined in the default line will be used instead (these will also be used when posting a transaction with no department set). The defaults are set in the above pages. The default accounts set here can be overridden by defining an account code on any transaction in TSM.

For any given transaction, if there is no account set in TSM, against the department, or on the default line, the transaction will fail to post.

7. Click General on the left pane, and check only those transactions you wish to synchronise between TSM and MYOB. On the initial run, you may wish to post Account Codes, Category Codes, Tax Codes, and Payment Codes, as well as the Customer and Supplier cards. In general use, you would only want Invoice, Receipt, Supplier Invoice, and COGS to be enabled for posting.

Post Transaction

Before attempting to transfer any data, ensure both MYOB and TSM have been backed up and the TSM MYOB Post has been correctly configured. To transfer data between TSM and MYOB:

1. Click the top Reload Data button, and tick the Data Types to transfer. After clicking OK, all unposted transactions will load from both TSM and MYOB. Records loaded from TSM to be posted to MYOB will appear in the left column. Data from MYOB to be posted to TSM will appear in the right column.

2. For all transactions you wish to transfer, tick the left checkbox next to the record in the main grid (or use the top checkbox to select all current entries). If you do not wish to transfer a particular record, and want it to no longer appear in the transaction queue, click the middle User Action dropdown and choose Mark as Updated, and tick the left checkbox.

3. Once all records you wish to process have been ticked, click the Post Data button. A record of all transactions made will appear in the bottom Session History tab. If any specific record is unable to Post, an error message will appear in the bottom Messages tab indicating the cause of the failure.

Customers and Suppliers in TSM match to Customers and Suppliers in MYOB based on the TSM CustomerID and the MYOB CardID.

On sending Invoice or Supplier Invoice records to MYOB, the TSM Post will attempt to automatically synchronise Customers and Suppliers for these transactions. Please see the troubleshooting section of this document if the sync fails.

- The other likely issue preventing a specific record from posting is an invalid or missing account code. When posting transactions, the account code specified on the particular record in TSM (e.g. Parts Used) will be used. If no code is set, the account defined against the department in Categories/Accounts section of the Post options will be used (matching on the Job’s department). If no department is set, the accounts of the Default line of Categories/Accounts section are posted to. For Cash Receipts, the TSM Payment Type Code ID must match the MYOB Payment Method.

4. Make any changes necessary to the erroneous transactions or setup, and reload and repost all entries until the queue is clear.

Basic Troubleshooting

The shortcut cannot find the TSM MYOB Post

  • This problem can occur on certain 64-bit systems when Java is not installed in the default directory. To resolve, right-click on the Post shortcut, select Properties, and on the Shortcut tab change the target to point to the current Java system executable (e.g. C:\WINDOWS\SysWOW64\javaw.exe).

The Post will not start

  • This may be due to incorrect Java installation. Ensure 32-bit Java is correctly installed on the current machine. The problem may also be with the installation of the Jacob DLL. Download the appropriate version from http://sourceforge.net/projects/jacob-project/ and copy it to the Post installation directory.
  • You may also need to correctly register the TSM.DLL (see next section).

Error regarding TSM version mismatch

  • To run correctly, the TSM DLL must be registered in Windows. Only one TSM DLL can be registered at a time, so if multiple TSM installations exist on the same machine, all copies must be kept the exact same version. To re-register the TSM DLL, open a command prompt with ‘Run as Administrator’ and type “regsvr32 c:\tsmdir\tsm.dll” (replace tsmdir with you current TSM directory).

Cannot Connect to MYOB

  • If the MYOB Company file location, username, and password are correct, but MYOB is still not accessible, the issue may be due to Windows permissions. To resolve, right-click on the Post shortcut and select ‘Run as Administrator’.

Customer does not exist

  • If there is no Company Name in TSM, the customer ID in TSM is longer than MYOB’s maximum Card ID length or the Customer ID is a duplicate in TSM, items may not post to MYOB with the error “Customer does not exist”.

Ensure the Customer ID in TSM is no longer than 15 characters. Customer IDs can be updated using the Update button next to the Customer ID on the Contacts module of TSM.

No company files appear in setup

  • This can occur when the MYOB API is not correctly installed. Run it again using the MYOB Live Setup.