MYOB data flow
Read the MYOB data flow guide.
- Contacts → Contacts, forecasting context and reporting
- Accounts → Accounts & Balances and Cashflow
- Categories → Categories, reporting and forecasting
- Transactions → Cashflow Forecast, Transactions and Scenario planning
Open the MYOB diagram in a new tab.
Xero data flow
Read the Xero data flow guide.
- Contacts → Contacts, forecasting context and reporting
- Accounts → Accounts & Balances and Cashflow
- Categories → Categories, reporting and forecasting
- Transactions → Cashflow Forecast, Transactions and Scenario planning
Open the Xero diagram in a new tab.
Simpro data flow
Read the Simpro data flow guide.
- Contacts → Contacts, forecasting context and reporting
- Categories → Categories, reporting and forecasting
- Quotes → Quote Register and operational planning
- Jobs → Work in Progress (WIP) and forecasting
- Milestones and timing → Forecasting timing and operational visibility
