Import the daily MYOB AE files

1. In MYOB AE, export the reports you need, as CSV files or Excel workbooks:

   • the client list
   • unbilled WIP
   • bills
   • write-offs
   • aged debtors

2. In BMS, go to Settings > MYOB AE and press Import Files.

3. Choose the files; you can pick several at once.

4. Enter the date they were Exported from MYOB AE on, and press Import.

BMS recognises each table by its columns, not its file name. A report title above the header row is fine.

What an import does

• Sections replace the snapshot. Each section you upload replaces that part of the snapshot whole. Sections you leave out are kept from the import before, and the log says which.
• Bad uploads are refused whole. If two files hold the same section, or nothing can be recognised, the whole upload is refused and the snapshot is left alone.
• Importing the same files twice changes nothing, and the log says so.

Check the import log

Every upload is kept in the log, whether it was imported or refused. Open one to see, for each section:

• the rows read, Added, Changed, Removed, Unchanged and Rejected, with the reason for each rejected row
• the File total, the report’s own total and the Imported total, so you can see that the money agrees

Reconciliation counts:

• the MYOB AE clients, and how many were Matched to a contact by Client ID
• clients not in BMS
• Rows charged to a client MYOB AE does not list

Note

Import Files shows when the firm’s reader is Daily import file from MYOB AE. The demo firm on bmsp.app reads a stand-in database instead, so these screens are not pictured here.