Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

div
classcontainer
div
classrow
div
classcol-lg-6 col-md-4 col-sm-12

Get started

The Dashboard is the first page you’ll see when you sign up with MYOB and each time you subsequently log in. It provides a simple, easy-to-read snapshot of your business as it stands today.

Up next indicates the things you probably should do next in your business, such as allocate bank feed transactions, attach In tray documents to transactions, or chase up overdue invoices or bills. Click the arrow in an Up next section to work on these tasks.

UI Text Box
sizemedium
typenote

Your Dashboard may look different to the one pictured, depending on the functions and information your roles and permissions give you access to, the features you use (like payroll) and any customisations you've applied.

div
classcol-lg-6 col-md-8 col-sm-12

<SCREENSHOT TO BE UPDATED>

div
classrow
div
classcol-lg-6 col-md-8 col-sm-12

div
classcol-lg-6 col-md-4 col-sm-12

Anchor
new
new
New and improved

If you've previously used the Dashboard, you might notice a lot of improvements. We've added new sections, made information clearer and brought back some favourites from the Dashboard in MYOB Essentials. You can now:

  • get a clear view of bank account balances, with last-synced bank feed date and unallocated transactions for each account
  • can see at a glance how much you have to pay in GST and Super (Australia) or KiwiSaver and PAYE (New Zealand)
  • view income figures that include both cash sales and invoice sales
  • stay on top of important tasks with the Up next section
  • more easily view your business information on the go with the Dashboard now more mobile-responsive.

In some sections you can change the date range, create new transactions, or view a breakdown of figures.

Try the new Dashboard now

And there's

still

more to come

We'll be adding more useful new information, making the menu navigation easier to use and giving you the ability to fully customise the Dashboard for your needs. Visit (and bookmark) the MYOB Business Release Notes to stay up to date about all the new features.

div
classrow
div
classcol-lg-6 col-md-4 col-sm-12

Income and Expenses

Income and Expenses show how much money is coming in and going out of your business. See total tax-exclusive income or expenses for a selected period, broken down by month into bar graphs (hover your mouse over a bar to show the exact amount). You can compare last year's figures to this year's, change the date range of a section or create new transactions.

Expand the sections to see the invoices and quotes, bills and purchase orders that make up the figures. From here, you can dive deeper. For example, click Open invoices to open the Invoices page filtered to open invoices for the selected period.

Click to add a new transaction, without having to go to menus.

div
classcol-lg-6 col-md-8 col-sm-12

div
classrow
div
classcol-lg-6 col-md-8 col-sm-12

div
classcol-lg-6 col-md-4 col-sm-12

Bank accounts

View your bank feeds accounts. All of the bank accounts you get bank feeds from are listed, showing the account balance, when the bank feed last synced with MYOB Business and how many bank transactions you need to allocate.

Click into the link for unallocated transactions to open the Bank transactions page, ready for you to allocate them.

UI Text Box
sizemedium
typenote

Don't have bank feeds? Click Connect with your bank on the Dashboard and follow the prompts to get started. For more information, see Bank feeds.

div
classrow
div
classcol-lg-6 col-md-4 col-sm-12

Pay runs

See a list of recent pay runs. Click a pay run date to see its details, including the pay periods and payment dates, without having to run reports. If there's a draft (saved) pay run you haven't finished yet, continue it straight from here.

You can also start a new pay run without having to go to the Payroll menu.

If you haven't set up payroll yet, click Get started to get the ball rolling.

div
classcol-lg-6 col-md-8 col-sm-12

div
classrow
div
classcol-lg-6 col-md-4 col-sm-12

div
classcol-lg-6 col-md-8 col-sm-12

Financial position

See a snapshot of your income, expenses and net profit for this financial year.

Hover your mouse over a line graph to see the value at that point or expand the section to see totals for income, expenses and net profit. Change the date range by selecting an option in the top right. For more detail on the performance of your business, you can view the Profit and loss report.

div
classrow
div
classcol-lg-6 col-md-4 col-sm-12

GST, Superannuation, PAYE and KiwiSaver

If you've upgraded from MYOB Essentials, you might notice some familiar information in the Dashboard:

  • (Australia) see the GST payable and, if you use payroll, how much super is payable to your employees.
  • (New Zealand) see the PAYE withholdings payable and, if you use payroll, how much KiwiSaver is payable to your employees.
div
classcol-lg-6 col-md-8 col-sm-12

div
classrow
div
classcol-lg-6 col-md-4 col-sm-12

ANIMATED GIF

div
classcol-lg-6 col-md-8 col-sm-12

Make it your Dashboard

You can decide what information you see and where it appears. Click Customisation to hide and show sections or move sections.

MORE CONTENT TO COME

 

 

 

...