Select the FRE tax code directly on a transaction in Weel before it exports, instead of fixing it in MYOB AccountRight afterwards (see How tax rates work in Weel (beta)).
Before you start
- FRE must be set up and active as a tax code in your MYOB AccountRight company file. Weel mirrors your MYOB tax codes; it doesn't manage its own list.
- If FRE doesn't appear in the Tax rate dropdown, check it's active in MYOB first.
Steps
- Open the transaction. This works the same for card transactions, reimbursements, and bills or invoices.
- On the relevant line item, select the FRE rate from the Tax rate field.
What happens next
Once exported, the transaction carries the code you selected automatically, so no extra step is needed in MYOB. If you don't select a rate and the line item has no GST, Weel applies the mapped category's 0% MYOB code if one exists, or falls back to the standard non-reportable code, N-T. Already exported with the wrong code? You can still fix it directly in MYOB AccountRight.