Fergus and MYOB work together flawlessly to elevate your job management and financial processes. Though each serves a unique purpose, their combination creates a powerful synergy that significantly boosts your efficiency and streamlines your workflow. Embrace this integration to experience a more productive and organized operation!

Fergus is a job management software built for tradespeople. It helps you quote, track jobs, schedule work, log timesheets, and invoice customers—all in one place. With Fergus, you get full visibility over job costs, job progress, and profitability.

MYOB is a powerful cloud-based accounting solution designed to streamline the financial management of your business. It goes beyond mere invoice management, offering comprehensive support for expenses, payroll, financial reporting, and tax compliance.

When integrated, Fergus and MYOB create a powerful partnership that enhances efficiency. Fergus takes charge of job workflows, effortlessly sending customer and supplier invoices to MYOB. In turn, MYOB ensures the timely processing of invoice payments and seamlessly syncs updates back to Fergus, providing a streamlined financial management experience.

You can import customers from MYOB into Fergus. This process is typically done once during the initial setup, and any new customers created in Fergus will automatically sync to MYOB when they receive their first invoice. Customer records are kept in sync: existing customers from MYOB appear in Fergus, and when a new customer in Fergus receives their first invoice, they are automatically added to MYOB. By using Fergus and MYOB together, you can eliminate manual data entry, improve accuracy, and maintain a paperless business.

In Fergus, you will quote and add costs to jobs as you go. When you're ready, you can generate an invoice in seconds—either from the quote or based on the costs added to the job. Your invoice will display icons for labour sales and material sales, making it easy to distinguish between them.

Once you approve the invoice, it automatically syncs to MYOB using the account codes you selected during setup. To find these invoices in MYOB, navigate to Sales → Invoices, and you’ll see the Fergus customer invoices that have been automatically synced.

If you’ve set up MYOB bank feeds, your bank transactions will automatically appear in MYOB, making reconciliation straightforward.

To reconcile your transactions:

Another option is to add a manual payment to the invoice:

In Fergus, you will be prompted to decide whether to send the supplier invoice or credit to MYOB. After sending, navigate to Purchases → Bills in MYOB to locate these supplier invoices. To reconcile these with your bank transactions, go to Banking → Bank Transactions and follow the same reconciliation process as you would for customer invoices.

If you need to add a payment manually:

By partnering with Fergus and MYOB, you can streamline your processes, eliminate time-consuming manual data entry, and centralize your operations. This ensures that every invoice and expense is accurately tracked, giving you peace of mind and greater control over your finances.