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Using MYOB? See how it works with Waddle’s Invoice Finance App

Team WaddleTeam Waddle

banklinksync


This handy guide will show you how Waddle’s invoice finance app integrates with MYOB’s Bank Feeds.

View Waddle’s MYOB Bank Feed listing

Who is this guide handy for?

Businesses that deal on credit terms, meaning you invoice for products delivered or services and get paid in 30, 60 or 90 days time.

For business owners that are familiar invoicing and can benefit from eliminating this cash flow gap, we’ll cover four basic steps to connecting and receiving on-going healthy cost-effective funding by using your MYOB account for a completely paperless financing option.

1. Which version of MYOB do I need before I apply?

You will need to be using any of the MYOB AccountRight options and storing your company file in the cloud.

 Read the tutorial about working in the cloud with MYOB.

2. Link MYOB AccountRight to Waddle

Simply visit the homepage www.waddle.com.au and select your accounting software from the dropdown as shown below:

3. Receive your financing offer & accept

Once you have completed step 2, Waddle will automatically sync with your company accounts and provide you with a loan offer. If you are happy with the terms, simply hit open account and you will be taken into your new dashboard to complete the final steps.

Screen Shot 2015-09-23 at 7.31.46 am

Funding dashboard showing example transactions and account overview

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Customer/Debtor page where you can manage which customers you wish to include in your funding

4. Turn on Bank Feeds

Lastly, to ensure you complete your setup correctly with MYOB AccountRight you will need to have “Bank Feeds” enabled for your company bank account and your Waddle account.

Why do we need this? Waddle automatically assesses your credit limit in real-time to provide the maximum funding to your business . Without Bank Feeds enabled we simply cannot provide you with a seamless experience. Turning on feeds for Waddle also allows you to save time by automatically syncing your Waddle transactions with your MYOB account.

 Read the tutorial about setting up bank feeds in MYOB.

That’s it for this guide if you have any questions please email team@waddle.com.au or phone 1300 649 322.

 

Say goodbye to 30, 60 or 90-day invoice payments
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Team Waddle brings you blatant marketing, training, "Waddle How To's" & also talks about useful business resources, tips to keep you healthy as well as some occasional silly facts about ducks.