Powerful new features,
improved workflows,
flexible pricing, and more
We’re upgrading MYOB Essentials.
Here’s what you need to know.
Powerful new features,
improved workflows,
extensive reporting, and more
We’re upgrading MYOB Essentials.
Here’s what you need to know.
Post-upgrade checklist
Once a file has been upgraded to the new MYOB Essentials interface, we recommend taking a moment to check everything is in order. If you’ve completed the pre-upgrade tasks, the below should be straightforward.
- Check user access
- Check bank reconciliations are up to date
- Check bank feed rules are still in place
- Check credit card bank feeds are NOT linked to asset accounts
- Check chart of accounts is set up correctly
- Check your employee details before completing your first pay run (Payroll only)
- If you use YourPay to enter employee timesheets, consider setting up MYOB Team (Payroll only)
- If you use the old invoicing app you'll need to download the new MYOB Invoice app.
- Before running reports for GST, check your GST and report settings. There are expanded options available.
Learn about key changes after the upgrade
Learn about key changes after the upgrade has taken place, including new features,what’s changed and what’s been improved.
- Set up recurring transactions
- Send remittance advices to suppliers
- Track income and expenses with jobs
- More granular reporting to help you make better decisions
What's changed with Payroll
You’ll notice a few changes to payroll workflows, some new features and enhancements now available, and a few things that you can no longer do.
- Simplified workflows such as employee setup and leave management
- Annual leave is calculated and displayed in weeks in line with the Holidays Act
- New enhanced reporting with comprehensive, customizable reporting across seven payroll reports
- More options for leave types and supported bankfiles
- The pay period in the employee determines whether they appear when you do a pay run
