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Learn about general feature changes after upgrading

If you've just been upgraded from MYOB Essentials to MYOB Business, you've now got powerful new features, a cleaner look, more responsive experience on mobile devices and significant workflow improvements. Naturally we've had to change how some things work.

Have you upgraded from MYOB Essentials with payroll? Learn about the changes to payroll and employees.

Here are some of the changes that we know some users get stuck on:

New and improved features

Below are some of the main recently-added features:

Inventory

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Track the on-hand quantity of your inventory items

Once you've set up your inventory items and suppliers, your stock levels are automatically updated every time you buy or sell an item.

See Tracking your stock levels.

Maintain stock levels and reorder inventory items

Maintain enough stock to fulfil sales — enter your inventory item restocking information. Then, you can see what items you need to reorder and reorder them with just a click of a button.

See Reordering items.

Adjust on-hand inventory quantities

If you need to enter opening stock levels, write off some of your inventory or revalue it, you can make an inventory adjustment to reflect that in MYOB Business.

See Making inventory adjustments.

Report on the performance of your inventory items

Use inventory reports to see how many items you have on hand, how many are on order or committed to a sale, how profitable each one is and when you need to reorder them.

See Inventory reports.

Sales and purchases

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Track income and expenses with jobs

Set up jobs to track the income and expenses related an area or undertaking in the business, like a project, department, division or location and report on their profitability.

See Jobs.

Create and send sales orders

Create a sales order for when a customer wants to buy goods or services from you, but you're not yet ready to invoice them. Email the sales order to the customer, detailing the selling price, quantity, and type of goods or services provided. When you're ready to fulfil the sale, convert the order to an invoice.

See Creating a sales order.

Send remittance advice

Let suppliers know you've paid them without leaving your software or using an external email application.

See Send remittance advices.

Recurring transactions

Set up transactions that you record regularly—for example, a rent invoice—as recurring transactions so that they're automatically recorded.

See Recurring transactions.

User access

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Control what users can access

Decide who can access what process in the business – for example, you can ensure that sales staff only access the sales functions and not payroll, banking or other areas.

See Users.

 Bank transactions

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More helpful functions when working with bank transactions

On the Bank transactions page, you can access keyboard shortcuts, use improved filtering and add more information to MYOB transactions created from bank transactions.

See Working with bank transactions.

More customisable bank feeds rules 

Create Spend money, Receive money or Invoice or Bill rules, pause rules you don't need, apply rules to multiple bank accounts and add more information to rules.

See Creating rules.

Time savers

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Prepare your GST return in one place without you having to run multiple reports

MYOB Business brings together all the information you need to prepare your GST return, including transactions that were added, edited or deleted since the last return period was completed .

See Completing your GST return (New Zealand).

Shortcut menu

Click the Create new iconto create transactions or contacts from the Dashboard without having to go into menus.

See The Dashboard.

Reporting

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Consolidate reports

Consolidate financial reporting across multiple businesses.

Better budgeting

Create any number of budgets with a new powerful budgeting module.

More shareable reporting

Bundle up all the reports you regularly run into a single document that you can share with others.

See Report packs.

Export all reports as an Excel file

Unlike old MYOB Essentials, all reports can now be exported as an Excel file, or as a PDF.

See Exporting reports.

Information where you need it

More information

More insights in the

 

Dashboard

The Dashboard now includes a list of the most overdue invoices and purchases, a snapshot of the bank accounts you've set up bank feeds for and easy access to the In tray.

See The Dashboard.

Get help without searching for it

Click the question mark  at the top of any page in MYOB Essentials to open the help panel. You'll see info relating to the page you're on, without having to leave your software.

See Getting help and support.

Want to learn more about what's different in MYOB Business?

For more information on the upgrade of MYOB Essentials to MYOB Business:

Need some help?

Contact our support team and we'll be happy to help.