During implementation process you can fill out the excel template with the suppliers that you wish to add to the system in a bundle.

Our system automatically verifies emails of each supplier, and simply will not allow us to save the uploaded list with unverified emails or missing contact details (country, city, address, phone).

Follow these few steps when filling out the Supplier conversion list to successfully upload it into the system:

1. All the columns in file should be filled out, each of them is mandatory.

2. For the Suppliers English Name use Latin letters only.

3. Title the suppliers Type accordingly to their Titles in the system (use Transportation instead of Transport).

4. Avoid empty lines.

5. Do not break lines.

6. Do not use Commas. In order to separate words or numbers feel free to use Space instead.

7. The phone number should be filled out without Commas or Space (e.g. +972506850976 instead of +972 506850976)

8. Use only valid and existing contact emails.

Don't know suppliers email? See how to create an email for your suppliers in our tutorial "How to create a supplier email for the Supplier conversion list".

Don’t have valid email for the supplier that you’d like to add in a bundle to your database?

Our system automatically verifies emails of each supplier, and simply will not allow us to save the uploaded list with unverified emails.

Our suggestion would be to create a Gmail account, name it e.g. after your company (e.g. RAPHAELTOURS_SUPPLIERS@GMAIL.COM), and then create as many additional domain aliases for missing suppliers as you need (with a slight difference in name ( e.g. RAPHAELTOURS_SUPPLIERS+1@GMAIL.COM, RAPHAELTOURS_SUPPLIERS+2@GMAIL.COM).

This way our system automated verification process will be successfully completed.

In order to remove bundle accounts, follow these 3 steps:

1. On your accounting side find the supplier you wish to amend and click edit.

2. Remove the account and save changes.

3. After changes were saved you can create a new supplier account, by clicking “+” on the left top of the page, defining account type, giving name and account number. Don't forget to Save account.

Let’s overview the settings dashboard and see how to easily complete your company’s setup on MYT.

My settings. General information – an input that will be reflected in your signature, thus in your requests and correspondence with suppliers and clients, and other files that you create and send through the system.

Add your name and contact details, choose the languages in Interface and Trip Default

Accounting settings. General Information

Go ahead and

- fill out the fields with company Name, Business number, Country, city, and address. –

- leave unchanged the default “Invoice reporting – no docket” in Accounting*.

See our tutorials on Accounting general settings: https://www.travelpro.blog/post/myt-settings-tutorials-11-accounting-settings-general-information-documents-numbers-codes

Accounting settings. My currencies

Setup your exchange rates and add more than one currency if needed in “My Currency”

Display currency – is a selling currency, will be reflected in quotation.

*you can change Display currency anytime in General information tab in Quotation.

Accounting currency – the currency your accounting cycle is carried out with, it is also your state currency.

Foreign currency - the currency you will add and save if you wish to export all the accounting from MYT to your ERP.

See our tutorial on the subject here: https://www.travelpro.blog/post/myt-settings-tutorials-12-accounting-settings-my-currencies

Accounting settings. Document configuration.

Setup the template of your invoice by checking the options below:

See our tutorial on Document configuration here: https://www.travelpro.blog/post/myt-updates-invoice-settings

Company settings. Accounting settings. Documents numbers.

Start the count of your reservations, vouchers, bookings, invoices, and receipts from any ordinal number by setting it in Documents Numbers tab:

Company settings. Accounting settings. Bank information.

To add bank details in general information

- go to Accounting

- in Account index add (top left “+”) new account

- in Account type select “Bank account”

- fill out the Account Name

- Account number – create any 6-digit-number or add your existing account from your ERP if relevant.

- Fil out bank details at the bottom of the page.

- Save changes

After the account is saved, go back to Settings – Accounting settings – to check that the bank is listed in Bank Information tab.

Now you can set a default account from the list, it will be your default reference in all the MYT accounting documents and can be switched anytime.

See our tutorial on Bank information settings here: https://www.travelpro.blog/post/myt-settings-tutorials-13-accounting-settings-bank-information

Want to be notified when new participant registered for a trip via registration link?

You can add your email in notifications settings.

Just follow these steps:

1. Go you your settings:

2. Go to Company Settings, Notifications:

2. In Traveller's registration tab. Enable the "New participant registered via the form" button and type your email.

Don't forget to save changes.