Employee self-onboarding AUSTRALIA ONLY

• Send new employee self-onboarding requests via SMS
  Enter a mobile phone number if you want to send your new employee a self-onboarding request via an SMS message as well as by email.

Single touch payroll AUSTRALIA ONLY

• Easier previous year reporting
  The Send update event button is now available for previous payroll years, so you no longer need to record a $0 pay to send updated information to the ATO.

• Improved instructions when setting up STP
  When you're moving to STP Phase 2, it's clearer that MYOB Business is only showing how your ATO reporting categories are assigned for STP Phase 2, but not checking if they meet the ATO's requirements.
  Also, if you're moving to MYOB from different software, it's now clearer that you only need to transfer your BMS ID if you've used the other software to report via STP in the current financial year.

• Easily see if you're on STP Phase 1 or 2
  You'll now see which STP phase you're reporting on at the top of the screen in the STP reporting centre.

• More help available when finalising
  Click the info icon on the EOFY finalisation tab to see details of what happens when you finalise an employee or remove their finalisation.

Sales

• Edit customer note templates directly from invoices
  You can now save any changes you make to customer notes while working on an invoice. Previously you could only do this in your sales settings.

Inventory

• Export your items so you can update them in bulk
  You can now export the details of your items. This is a quick way to bulk update your items by editing the exported file in Excel and importing the changes back into MYOB.
• Include freight costs in sales and purchases
  There's a new Freight field in bills, purchase orders, supplier returns, invoices and customer credits to record associated freight costs.
• More streamlined item ordering
  When you print or email a bill or purchase order, the Supplier item ID will appear on the PDF (if you've enter it in the item), making it easier for your supplier to identify their item.
• Quickly duplicate items
  If you need to create similar items, duplicate an existing item then customise it as required.
• Always use the right account for your items
  When adding an item to a sale or purchase, the income or expense account you've set for the item will always be used. If you need to change this account you'll need to do it in the item.

Tax/GST codes

• More flexibility in your Tax/GST codes
  You can now change the Tax type/GST type in your Tax/GST codes.

Reports

• Quickly see how much super your employees have accrued and how much you've paid AUSTRALIA ONLY
  The Superannuation payments report shows the super amounts your employees have accrued in their pay runs, and the super amounts you've paid to their super funds. This is a great way to see any amounts you're yet to pay to a super fund.
• Smarter GST reporting
  The GST report and GST return report are now automatically filtered according to the accounting method and frequency chosen in your GST report settings.
• Quickly see if there are consolidated or customised tax codes in your GST return report AUSTRALIA ONLY
  You'll be warned that these tax codes won't be included in the report.
• All super payment details in one place AUSTRALIA ONLY
  You can now click the super accrued and super paid amounts in the Superannuation payments report to see details of the associated pay runs and Pay Super transactions.
• Include inactive employees in the Superannuation payments report AUSTRALIA ONLY
  When choosing the employees to show in the Superannuation payments report, you can now include inactive employees. This ensures that all superannuation records will be shown for the specified date range.
• More complete Pay run history report AUSTRALIA ONLY
  The Pay run history report now shows pay runs that include pays and pay items that total to zero for the specified date range. The report now includes all relevant pay runs and only excludes pay runs where all the pay items are zero.
• Improved security
  Users can now only see the reports they're permitted to see based on their user access settings.
• Find the right report faster
  The search function in the reports list now looks at report descriptions and not just report titles.
• Consistent headings in exported reports
  When a report is exported to PDF or Excel, the column headings match those shown in the report in MYOB.

Bug fixes

• The chosen accounting method now displays correctly in the Balance sheet and Profit and loss reports.
• New business files in New Zealand now contain the correct default linked accounts. NEW ZEALAND
• Files exported for accountants no longer cause an out of balance when imported.
• Fixed a bug that was causing incorrect year-to-date figures to show in STP reports for previous payroll years. AUSTRALIA ONLY
• Fixed an issue in invoice and quote PDFs that caused the Unit column to be missing and the number of units and amounts for lines where the unit price is $0.
• Fixed an issue that resulted in incorrect line amounts when changing the Tax inclusive/exclusive option and the tax rate was negative and larger than 100 (such as setting ABN tax code to -147%).
• Tax amounts are no longer duplicated in the Customer sales (detail) report where an invoice has multiples lines.
• Editing detail accounts no longer changes the parent header account. ACCOUNTRIGHT BROWSER
• Fixed a bug that was causing STP Phase 1 figures to show in the YTD verification report for businesses who had moved to STP Phase 2. AUSTRALIA ONLY
• Amounts no longer show more than 2 decimal places on the EOFY finalisation tab in the STP reporting centre. AUSTRALIA ONLY

Reports

• Quicker payroll reconciliation AUSTRALIA ONLY
  The Payroll advice report has been renamed the Pay run activity report and now includes:

  • a grand total of pay amounts within the selected payment date range, showing totals for Gross pay, PAYG, Deductions, Net pay and Superannuation. This means you'll be able to match these amounts more easily against your bank statements. Filter by employee to see these totals for a single employee.
  • the ability to generate the report by Payment date or Pay period, giving you more flexibility when reviewing your employees' pay history.

Payroll AUSTRALIA ONLY

• View past pay runs directly from your Dashboard
  Click View pay runs on your Dashboard to open the Pay runs page, where you can see all of your past pay runs.
• Automatically keeping you compliant with super for under 18s 
  Employees aged under 18 who are paid weekly and have worked less than or equal to 30 hours in the week will no longer have super calculated in their pay.
• If you have inactive or terminated employees, you'll be compliant if you move to STP Phase 2
  Inactive and terminated employees (paid in the current payroll year) will now be included in the employee details check when moving to STP Phase 2. You'll be prompted to send an update event after moving to STP Phase 2 to ensure the ATO has your employees' latest year-to-date payroll information. Also, whenever you send an update event, the year-to-date payroll totals for inactive and terminated employees (paid in the current payroll year) are now included.

• Identify negative ETP amounts more easily in STP reporting
  The YTD verification and Summary of payments reports now show which ETP amounts are negative.

Banking

• Quickly identify hidden bank feed transactions ACCOUNTRIGHT BROWSER
  You can now view bank feed transactions you've hidden in your AccountRight desktop software.

Tax/GST codes

• It's easier to keep your tax/GST codes list tidy
  You can now delete tax/GST codes that haven't been used in transactions, accounts, items or contacts. Find out more: AU | NZ.

Bug fixes

• The Coding report no longer shows duplicates of some matched transactions. The totals on this report now match those on the Bank transactions page.
• The Bank reconciliation report now shows the outstanding deposits and withdrawals, as well as the expected balance, for liability accounts like credit cards and loans.
• Only the Advisor user from a practice will appear in the Users list after upgrading. Other users from that practice will now always be hidden if they have the same practice email domain name. MYOB ESSENTIALS UPGRADERS
• You can now export the Job profit and loss comparison report as a PDF or Excel file when you choose a single job or select the Consolidate jobs option.
• If you invite another advisor with the same email domain, it will no longer be duplicated on the Users page. 
• When you create an item with the Buying price is option marked as Tax exclusive and include it in a purchase order it now calculates the price correctly. 

Payroll AUSTRALIA ONLY

• Keeping you compliant for the new payroll year
  The tax tables have been automatically updated and will apply for pays dated 1 July 2022 onwards.

• Avoid mistakes when fixing termination payments
  You'll now be prevented from entering negative Employment Termination Payment (ETP) amounts to fix a previously recorded ETP pay, and you’ll be prompted to reverse the incorrect pay instead. Learn about fixing ETPs.

• Helping you stay compliant with super for under 18s
  If a pay run includes an employee aged under 18, an alert now appears advising you to check how much super you need to pay them. Learn about paying super for under 18s.

• Helping you automate the super rate increase
  If you're currently paying 10%-10.5% super guarantee, when you do a pay run dated 1 July 2022 or later the new calculation basis of Minimum required rate will be automatically selected in your super guarantee pay items and the super amount will be updated to the new required minimum rate of 10.5%. You can also select this calculation basis manually if you need to. Once it's selected, any future rate increases will be handled automatically. Learn how to stay compliant with super increases.

Tax/GST codes

• Easier to track the taxes that apply to your business
  You can now create new tax/GST codes (except consolidated ones) to suit your business needs. Find out more: AU | NZ.

Reports

• More useful GST reporting. In the GST return report the W2 label now includes ETP tax withholding amounts. Also, if you've moved to STP Phase 2, the W1 label on the report now includes STP Phase 2 amounts. AUSTRALIA ONLY   

• Easier to read exported reports. If a report is exported to PDF and has more than one page, the column headings now appear on all pages. Also, wrapped text in longer columns will now start on a new page, to keep the related info together.
• More efficient report packs. If a custom report is included in a report pack, the date range for the report pack is used for all reports in the pack – including the custom report.

• Quickly identify if the exported Balance sheet is using the Cash accounting method. If you export the Balance sheet report for the Cash accounting method, the report will display Cash mode in the PDF or Excel file.

Contacts

• Save time entering CC email addresses every time you email
  You can now save one or more CC Email addresses in your customer and supplier contact records.
• Avoid errors when entering email addresses in contacts
  If you accidentally put a space at the start of an email address, this will no longer cause and error. You'll quickly see if you've entered the same email address twice.

Sales

• Keep your customer notes list free of duplicates
  If you try to create a note that has the same note name or note text as an existing note, you'll see a message and won't be able to save it. This keeps your notes list easier to manage.

Bank transactions

• Easier to match bank transactions
  If a close match isn't found when matching a bank transaction, you can see other transactions you can match to without having to change the Show filter.

Bug fixes

• Fixed an issue where the 3-letter code in an edited Tax/GST code wasn't being saved as capitalised.
• When you export the General ledger report, the option to display accounts with zero balances now works as expected.
• Changes to the Description of transaction for an allocated bank transaction on the Bank transactions page are now saved.
• When viewing transactions in the Balance sheet and Cash movement reports, super payment transactions are now displayed correctly in the Debit and Credit columns and are included in the ending balance. AUSTRALIA ONLY
• The following changes have been made to the Year-to-date verification report in the STP reporting centre, making it easier to reconcile with the Payroll summary report when finalising your payroll AUSTRALIA ONLY
  • salary sacrifice amounts are now excluded from total salary and wages
  • reportable employer super contributions (RESC) and salary sacrifice amounts have been removed from STP Phase 2 W1 deductions
  • ETP taxable component amounts are no longer doubled for STP Phase 2

Superannuation AUSTRALIA ONLY

• Helping you automate the super rate increase. A new option has been added to your super guarantee pay item to automatically increase the rate to 10.5% for pays dated 1 July onwards Understand your next steps...

• Simplifying super calculations. The $450 super earnings threshold is automatically removed from super calculations for pays dated 1 July onwards Learn more...

• Helping you stay compliant with ATO super reporting. The correct ATO reporting category is now set as the default for all super guarantee pay items Learn more...

Sales

• Send all your invoices at once
  Select multiple invoices on the Invoices page and email them in bulk. This is great if you use  recurring invoices  or if you like to send your invoices in a batch on a particular day of the week.

Reports

• Easier STP reconciliation. An STP Category column has been added to the Payroll activity and Payroll summary reports, so you can compare an employee's ATO reporting category amounts in MYOB Business to what's been reported to the ATO. The Payroll summary report also now has subtotals for each ATO reporting category. AUSTRALIA ONLY

• Helping you avoid errors when running business reports. If you click an account total in the Profit and loss, Balance sheet or Cash movement reports and change the Date from field to before the opening balance date of your business you now receive a warning message.

Usability improvements

• Know when you've reached the character limit in employee notes. The Notes field now prevents you from entering more than 255 characters, saving you time and effort redoing changes. AUSTRALIA ONLY

Bug fixes

• Fixed an issue that made it possible to skip reporting a previous BMS ID (Business Management Software Identifier) when setting up STP Phase 2. AUSTRALIA ONLY
• When you create a note in a new or existing invoice, unsaved changes to the invoice will not be lost.
• You can now add a new line to existing general journal or spend money recurring transactions.
• When you click an account total in the Profit and loss report using the Cash accounting method, the opening balance now resets in the first financial year following the opening balance date year and displays accurate beginning and running balances.

• When you click an account total in the Profit and loss report using the Accrual accounting method, the opening balance now resets without you needing to start a new financial year and displays accurate beginning and running balances.

• When you select all transactions at once when matching banking transactions, the Match amount and Subtotal now show the expected amounts.

Electronic payments

• Easily identify and add missing account details when creating bank files NEW ZEALAND
  You'll see an indicator confirming if the bank details are complete in the account you're paying from. If something's missing, you can easily add it.

• Quickly enable ABA files for an account when processing electronic payments AUSTRALIA ONLY
  If the account you've chosen when creating a bank file doesn't have ABA files enabled, you'll see a message that something's missing. Clicking the message shows the account details with the option I create ABA bank files for this account automatically selected. Once you've confirmed and saved the account details, you'll be able to create ABA files using this account.

Sales

• Access customer details straight from the Invoices page. When viewing your list of invoices, you can now click a customer's name to check or edit their details.
• Avoid mistakes in customer email addresses. If you enter an invalid email address in a customer's record, you'll see a warning.

Reports

• Easily see the accounting method when viewing an account's transactions in the Profit and loss, Balance sheet or Cash movement reports.
• Easier transaction review in the Profit and loss, Balance sheet and Cash movement reports. We've added the Tax amount and Balance columns when you expand these reports to view transactions.

Bug fixes

• All menu items now show consistently when accessed from the reports area
• Exports for accountants in the format of MYOB AE MAS now include quantities
• If you've moved to STP Phase 2, the Payrun activity report now shows the correct ATO reporting categories
• You can now successfully set or update the linked contact in a tax code
• The Balance sheet report, when viewed in cash mode, is now showing correct balances for the GST account if multiple credit or debit notes have been applied to an invoice or bill

• You now see the correct Beginning balance when viewing an account in the P rofit and loss, Balance sheet or Cash movement reports even if there are no recorded transactions in the selected date range.

• The Favourite reports tab now shows your favourite reports when you open it for the first after logging in
• Rounding amounts in invoices no longer causes the error, 'An unbalanced transaction may not be recorded'
• You no longer receive the error, 'Accounts_IndustryShouldNotBeEmpty', when creating an account on the Bank transactions page or when entering an invoice or bill MYOB ESSENTIALS UPGRADERS

Single Touch Payroll Phase 2

• Easily move to STP Phase 2
  Ready to make the move to STP Phase 2? We'll step you through the process and let you know if anything needs fixing so you stay compliant. You've got until the end of 2022 so you can make the move when it suits you. AUSTRALIA ONLY

Sales

• Declutter your invoice PDFs
  If you're not giving a customer a discount, the Discount column won't show when you download, print or email a PDF of your invoice.

Banking

• More accounts eligible for bank feeds. You can now apply for a bank feed when your bank account number is longer than nine digits.
• Fewer errors when entering bank account details. The bank code now defaults to uppercase (for example, 'anz' is now automatically changed to 'ANZ'), meaning you won't get an error.
• Quickly identify and add missing account details when creating bank (ABA) files. The link to add missing details is now easier to find. AUSTRALIA ONLY
• Edit bank accounts without disrupting your workflow. When you have to add or edit bank details when creating bank (ABA) files, you can now do this without having to leave the current page. AUSTRALIA ONLY

Reports

• Tailor the General Ledger report to reflect your accounting method. Choose Cash as the accounting method to see your General Ledger report calculated on a cash basis.

• Better understand your GST Return report. A new disclaimer outlines what information is and isn’t included in the report.

Usability improvements

• Spend less time puzzling over errors and warnings. We've improved lots of messages in the product to make them more meaningful and helpful.

• Clearly distinguish between multiple email addresses in a contact. When you enter an email address, it's shown as a tile so that it's easier to see multiple email addresses.

Bug fixes

• When you update a recurring transaction template the tax inclusive/exclusive setting is now remembered

• Saving new default payment terms in an invoice no longer clears all payment options in your sales settings 
• Receive money transaction line amounts now display correctly based on the tax inclusive/exclusive setting
• The linked account for customer payments now appears by default when recording a customer payment
• The Balance sheet report, when viewed in cash mode, is now showing correct balances for payables and receivables accounts
• You can now create a new budget or open an existing budget if it contains inactive parent header accounts

• When creating a general journal transaction, you can now successfully prefill from a recurring transaction template

Electronic payments

• Quickly identify and add missing account details when creating bank (ABA) files AUSTRALIA ONLY
  You'll see an indicator confirming if the bank details are complete in the account you're paying from. If something's missing, you can easily add it.

Sales

• Email invoice PDFs
  When you email an invoice, a PDF version is automatically attached.

• Set and forget invoice options
  MYOB Business remembers whether or not your invoice amounts are tax inclusive and whether you email a copy of the invoice to yourself. Next time you create an invoice, it will use the same settings.

• Duplicate or email an invoice from a locked period, without having to change lock date settings.

• Find your eInvoices quickly EARLY ADOPTERS ONLY
  Filter by invoice type when viewing the Invoices page.

Reports

• Quickly see if you owe money to the ATO or IRD, or if you'll get a refund
  The GST Return report now shows Payment or Refund in the Total column.

• Know who owes you money and how much is due
  Expand the Receivables with tax report to see the transactions that make up each customer's balance, along with their ageing periods. Reconcile your receivables more easily using the Receivables account and Out of balance amounts.

• See who you owe money to and how much is due
  Expand the Payables with tax report to see the transactions that make up each supplier's balance, along with their ageing periods. Reconcile your payables more easily using the Payables account and Out of balance amounts.

Bug fixes

• Clicking Prefill from recurring in a receive money transaction now works as expected.

• The beginning and ending balances in the Balance Sheet, Profit & Loss and Cash Movement reports are now correct when viewing in cash mode.

• Each tax code in a consolidated tax code is now displayed separately in the GST report. This makes it easier to report these amounts to the ATO. AUSTRALIA ONLY

• If you changed the tax amount for a transaction before upgrading MYOB Essentials, or in the AccountRight desktop app, the correct amount of tax is now shown and the transaction is marked as read only. AUSTRALIA ONLY MYOB ESSENTIALS UPGRADERS ACCOUNTRIGHT BROWSER