Preparatory Steps

To install the Acumatica add-in, you must use a manifest file that contains all deployment instructions. The system generates a manifest file individually for each user. Before you begin installing the add-in, you need to sign in to your MYOB Advanced instance and on the Email Settings tab of the User Profile (SM203010) form, click the Download Outlook Add-in Manifest link to download the add-in manifest file.

Note: The Download Outlook Add-in Manifest link is available only if the Outlook Integration feature in the Third Party Integrations group of features is enabled on the Enable/Disable Features (CS100000) form.

After that, if you want to customize the ribbon button that will appear on your Outlook client, edit the values of the following parameters in the manifest file:

DisplayName: The company name to be displayed
Description: The description for the company to be displayed
SupportUrl: An external link to an image file with the company logo

Note: You can modify the manifest file at any time after the add-in has been installed, but you will have to update the add-in for the changes to take effect. For details on how to update the add-in, see To Update the Acumatica Add-In.