2nd February, 2021
MYOB’s product teams have continued to deliver new enhancements over the summer break, with updates to Essentials, AccountRight and more.
Product delivery doesn’t sleep, over the holiday season MYOB Product delivery has continued to push out new enhancements and time saving efficiencies to the software.
Read on to see what was delivered over the months of December and January.
Essentials (new) and AccountRight Browser user now have access to the In Tray widget on their dashboard. The In Tray widget in the dashboard will:
The new widget is located below the banking widget on the right of the dashboard.
For more information, on how to upload documents to the In Tray, please refer to our MYOB Online Help.
Users now the ability to automatically identify duplicate users and be able to edit or delete those from their lists.
Depending on your permission level, users will be able to access the users list screen and be able to remove access to certain users. A new ‘Remove access’ link will be present for users who have the permission to remove user access
User list updates: users can filter out their users list so they can display the information that is important to them. Users will now be able to filter user list based on:
A new ‘Find and Replace’ feature sits under the Banking tab > Find Transaction. It has a powerful search to find the transactions with errors and a simple bulk select and replace feature that allows our partners and power users the ability to change either an account or tax/GST code to many transactions in seconds.
There’s also been a tax code mapping update.
When in the Import and export tab, users select ‘Sage Handiledger’ or ‘Reckon APS’ as their export file type under the Import and Export Data page, this means they’ll be able to map the MYOB Essentials/AccountRight tax codes to their corresponding tax codes used for Income and Expenses in HandiLedger or APS.
The mapped tax codes will then appear in the appropriate location within the export file saving time on the manual entry previously required.
We haven’t forgotten about Practice, the teams have been working to deliver the 2021 Compliance release, which will be ready by New Zealand end of financial compliance time.
MYOB is changing the way that customers are billed for fees and charges associated with online invoice payments.
Online Invoice Payment (OIP) customers can now nominate which bank account they would like fees and charges to be direct debited from on a monthly basis.
This is a cost saving feature for Practice customers who have SME customers on a ‘Partner Pay’s model’ as they have told us they do not want to absorb the fees and charges on behalf of the client. This feature allows for the set-up of a nominated bank account, that these OIP fees and charges will be direct debited from on a monthly basis
New OIP customer will complete this process when they are onboarded to the product. Existing customers will have the ability to edit the nominated bank account OIP fees are debited from.
Please note: This feature is only available for direct debit and is not available for credit card.
Links to help content:
MYOB Team has seen some new features switched on for its users in the last month.
New features include: