MYOB Advanced White Papers
In-depth explanations of workflows from start to finish.
White papers explain a specific workflow from start to finish. This content usually requires in-depth understanding of your software.
For more documentation, see the MYOB Advanced help centre.
Advanced Payroll
Both regions
MYOB Advanced Employee Onboarding
Helps end users add the powerful online onboarding workflow from MYOB Advanced Workforce Management to their Advanced Payroll site:
How to set up and pay annual leave cash up/cash out and what you need to consider when doing it.
This page describes how to create adjustment pays for individual employees to correct or update errors in historical pays, e.g. to correct an overpayment.
Easily maintain your employees in MYOB Advanced Payroll by following these best practices.
MYOB Advanced Employee Self Service
This page provides an overview of the employee self-service features in MYOB Advanced, including how to set them up and use them to place and process leave requests.
Learn the process of importing timesheet data into a pay run.
Integrating with Advanced Workforce Management
Learn how to integrate MYOB Advanced Payroll and MYOB Advanced Workforce Management (WFM), so that employee records and timesheet data are synchronised between the two systems.
Payroll Expense Allocation
These pages describe how to allocate payroll expenses to projects and/or GL accounts, allowing payroll expenses to be brought into project accounting.
This page describes how to set up and use the Payroll module in sites that have multiple branches.
Integrating customer data with REST API
This page is for MYOB partners familiar with APIs. It includes examples of HTTP requests for supported business scenarios in MYOB Advanced Payroll.
Entering summer holiday pay runs in advance
This page explains the high-level processes for paying employees in advance over the summer holidays.
Australia
End of financial year procedures 2023
Explains the compliance changes related for the 2023-24 financial year and how to prepare for these changes.
Pay Super (Australia only)
Learn how to set up Pay Super, keep Pay Super details up to date. Also get answers to common Pay Super questions.
This page discusses how to set up contractors in the Payroll module, so that they can be reported to the ATO correctly.
This page discusses how to set up and use pay items for extra pays in Australia, to ensure that they are taxed correctly.
This white paper details how to apply for the JobKeeper Payment and JobMaker Hiring Credit schemes and how to use MYOB Advanced Payroll to register employees with the schemes. In the case of JobKeeper, it also details how to top up employees' pays where necessary.
This page describes how to process the re-hiring of a previously terminated employee to ensure that the employee’s entitlements are treated correctly and that Single Touch Payroll reporting is compliant.
This page describes the process of setting up Single Touch Payroll reporting and using it to submit pay data to the ATO.
These articles describe the changes made to MYOB Advanced Payroll for Single Touch Payroll Phase 2.
Terminations in Payroll (Australia)
This white paper describes how to process an employee termination in MYOB Advanced Payroll, for Australian companies.
Paid family and domestic violence leave
How to manage the new paid FDVL termination in MYOB Advanced Payroll, for Australian companies.
New Zealand
Setting up employees for KiwiSaver
This page describes how to set up KiwiSaver for both new and existing employees.
Payday Filing is an IRD initiative that requires all New Zealand employers to file employee/pay data every pay day.
Explains the compliance changes related for the current tax year and how to prepare for these changes.
This document describes how to import the pay history for NZ customers from their legacy payroll system into MYOB Advanced Payroll.
This white paper discusses how to set up and use MYOB Advanced Payroll to record and pay out employees' Annual Leave in New Zealand companies.
This white paper discusses how to set up and use MYOB Advanced Payroll to record and pay out employees' Sick Leave, Bereavement Leave and Family Violence Leave in New Zealand companies.
This white paper discusses how to use MYOB Advanced Payroll to process pay for public holidays in New Zealand companies.
Setting up leave without pay (LWOP)
This white paper explains what your options are for processing LWOP and what you need to consider.
This page describes how to process an employee termination in MYOB Advanced Payroll, for New Zealand companies.
General white papers
Your MYOB Advanced version number includes information about the major Acumatica framework releases, and smaller feature, compliance, and hotfix updates that have been deployed to your site.
Migrating to MYOB Advanced with MYOB Adapt
MYOB Adapt simplifies migrations to MYOB Advanced from desktop payroll and ERP solutions. These help pages explain the process from start to finish.
Learn how to set up for exporting bank files, and about which export file formats MYOB Advanced Business supports.
Learn how to set up the bank feeds feature in MYOB Advanced and use it to import bank/credit card transactions.
This white paper contains instructions and examples for using the contract-based representational state transfer (REST) application programming interface (API) of MYOB Advanced, which provides the REST interface of the MYOB Advanced contract-based web services.
This page discusses the licensing options and processes in MYOB Advanced.
Setting up system email accounts and exchange integration with modern authentication
This page explains how to set up a system email account or Exchange Integration for the Azure Online and Exchange Online (Office 365) accounts using Modern Authentication (OAuth 2.0).
Advanced Business
Learn how to get started with Adobe Acrobat Sign to manage your signature processes.
AP Payment Processing Improvements
This white paper gives detailed information on improvements to the AP payment processing workflows introduced in MYOB Advanced 2015.3.5 and 2016.1.0.
Australian Tax and BAS Reporting
This white paper discusses how Australia tax is set up in MYOB Advanced and how this setup determines how the tax will be recorded to report the GST, Non GST and GST exempt financial transactions entered for a particular tax period.
This guide describes the process of customising MYOB Advanced Business using the new Customisation Manager introduced in the 2015.1 release.
This white paper describes how to pay suppliers through Electronic Funds Transfer (EFT).
Fixed Asset Depreciation Changes
This white paper details the changes to Fixed Asset depreciation that were introduced in the 2020.1 release.
This white paper describes the process of setting up and running the Franchise Connector, which allows franchisees running MYOB AccountRight to share selected General Ledger data with a franchisor using an MYOB Advanced portal for consolidated reporting.
This white paper discusses cases where the Gross amount displayed on the MYOB Advanced GST Return does not match the Gross amount on invoices. These discrepancies are caused by rounding; however, even though different amounts appear in different places, the amounts are correct in the context they appear in.
This document describes how to integrate the HubSpot marketing automation system with MYOB Advanced 2016.1 or later.
Single sign-on with Microsoft Azure AD
These pages explain how to integrate MYOB Advanced with Microsoft Azure AD, so you can provide single sign-on and manage users and access in one place.
Native BigCommerce and Shopify Connectors
Learn how to synchronise MYOB Advanced Business with BigCommerce and Shopify.
Payment Times Reporting (PTRS)
This document describes how to set up MYOB Advanced to capture information related to PTRS, and how to report payment times.
This white paper describes the process of registering an MYOB Advanced site using multiple activation keys (MAKs).
Security of Payment Act reporting (Australia)
This help page describes how to create a payment schedule as part of the Security of Payments Act (SOPA). This feature is only available for MYOB Advanced Construction.
Construction trust accounting (Australia)
If your construction company has projects in Queensland, learn how to set up trust accounts and pay your subcontractors from those trust accounts.
Setting up the Customer Portal
This page describes the process of activating and configuring the MYOB Advanced Customer Portal.
Customising the Mobile App - Basic
This document introduces the basic functionality for customising the MYOB Advanced mobile app by using the MYOB Advanced Customisation Platform.
Customising the Mobile App - Advanced
This document introduces extended functionality to customise the MYOB Advanced mobile app by using MYOB Advanced Customisation Platform.
Automatic expiration dates for stock items
This white paper explains how to set up the automatic expiration dates in MYOB Advanced Manufacturing.
Velixo Reporting is an Excel-based reporting tool integrated with MYOB Advanced. It adds a new toolbar to Excel and more than 80 functions specially designed to work with General Ledger, Project Module, Writeback and Generic Inquiries.