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. Check the bank reconciliation for any saved bank recs and complete them. UI Text Box |
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| - 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.
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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. Check the bank reconciliation for any saved bank recs and complete them. 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
- 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:
If use MYOB's super portal to pay employee super and: UI Text Box |
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| 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. |
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: |