Skills for MYOB

Runs on the data your Connector already keeps  ·  Download now

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The job you do every week, done every week

A skill is one task you repeat — written down once, and run whenever you want it, on the data your Connector already keeps. Say what the job is and it becomes a skill.

What a skill can be

Anything you do the same way each time. Four to show the range:

A schedule that goes out

The week’s production schedule, built from the orders as they stand this morning and emailed to the people who work to it.

A dashboard of the numbers you watch

The handful of figures you open the books for anyway — on one page, as they are right now.

Statements and copy invoices

This month’s statements with the copy invoices behind them, ready for the customers who ask for them every month.

A list to approve

Money in the bank matched to the invoices it pays, as a tick list — the work done, the decision still yours.

Those four are illustrations, not a catalogue. A skill starts as one job somebody does by hand on a Friday, so the list is open-ended — the useful question is which job you would hand over first.

Available now

Receipts to approve

Money in the bank, matched to the invoices it pays.

Every receipt MYOB has not allocated yet, what it appears to pay, and how it worked that out. Tick the lines you agree with, and those go to MYOB on your word.

What it does →

What they all have in common

  • Written down once, run whenever you want it. The job holds its shape between runs, so the tenth time is the same as the first.
  • It runs on your own data, on your own PC — the copy your Connector keeps synced, so the figures are today’s.
  • The work arrives finished. A page you can read at your desk, print, and keep as the record of what was done.
  • Anything that writes back waits for you. It shows you the whole list first, every box empty, and goes only on your word.
  • Each document carries its own reference, so the same one is only ever sent once.

What they need

  • A DataWise Connector keeping your MYOB company file synced to your own PC. It holds the connection to MYOB, so no password goes anywhere near the job.
  • Claude, on that PC, opened on your own folder.

Tell us the job

Describe the one you do every week or every month — what you open, what you copy, who it goes to. That description is most of the skill. We will tell you what it takes to hand it over.

Email sales1@datawise.co.nz