- Created by RonT, last modified on Mar 31, 2023
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If you've received an email or in-product message that your MYOB Essentials file (or if you're an MYOB Partner, your client's files) will be upgraded soon, here's some things you should do before the upgrade to help make it go smoothly.
What you need to do depends on the features you currently use in MYOB Essentials.
MYOB Partners only
(Important) Review user access
- Check users. We aim to bring all users who have been invited to the file across in the upgrade. If we find discrepancies in user lists across different systems, or we see a potential issue where users are across multiple practices, we may need to remove those users from the file on upgrade. Therefore, we encourage you to review your contacts and clean up any old users to minimise disruption – see Users (Partner Dashboard).
- Control access to restricted files. If you have restricted client files, you should control access to restricted clients before upgrade.
Coding report changes
If you ran coding reports for clients in old MYOB Essentials, you may notice that notes that you added to them don't come across in the upgrade. That's because you use the edit function on the Bank transactions page to add notes in new MYOB Essentials.
If you want to add any missing notes to the Coding report after upgrade, we recommend that you retain the coding reports you've sent your clients.
Complete your reconciliation
Check the bank reconciliation for any saved bank recs and complete them.
(Australia only) Using MYOB Essentials with Payroll?
There's a few things you should consider doing in your old software before the upgrade. If you:
- have any saved pay runs, finish them (unfinished pay runs will not be brought across)
- use YourPay, check that your employees have completed and saved any timesheets. We will only bring across submitted timesheets in 2022 and you'll need to allocate these to the correct pay items. After the upgrade, you'll need to use MYOB Team for timesheets. For details on how timesheets will be brought across and for more information on MYOB Team, see Allocate YourPay timesheet hours.
- pay employees electronically, ensure that all of their banking details are complete and that the Account description has been entered only in capital letters
- have pay runs dated before your opening balance date, you might want to download pay slips from this period, as these pay runs are not brought across in the upgrade. You can find your opening balance date by clicking your business name > Business details > Financial year settings section:
(Australia only) Using MYOB's super portal?
If use MYOB's super portal to pay employee super and:
- you're due to make a super payment, complete and process the contribution file
- would like to download your super records, find out how.
After upgrading, you'll need to sign up to the Pay Super service to pay superannuation from the new MYOB Essentials. This replaces MYOB's super portal. You'll be prompted to set this up when you open your upgraded MYOB Essentials.
Default email messages
The new MYOB Essentials has a limit of four thousand characters in default email text. If you've set up really long default email messages, you might need to shorten them, otherwise they'll be truncated after upgrading.
If you have a lot content you currently put in your default email messages, such as legal notices, and the content is online, you can add a link to it in your default email text:
What happens after the upgrade?
When you open the new MYOB Essentials it will look similar to the old MYOB Essentials, but there's a lot that's new to learn. So, when you open the new MYOB Essentials we'll step you through the changes.
There will also be help topics and other support to help you get used to the new product.
For more information on the upgrade of MYOB Essentials:
- visit our website: small businesses | MYOB Partners
- check out the free upgrade training course: Australia | New Zealand.