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.
Pre-upgrade preparation
Your upgrade will happen automatically, but before it does there are a few pre-upgrade tasks you need to complete for a smoother transition.
Make sure you complete all
bank reconciliations
For a smoother upgrade, we recommend you get into the habit of completing all bank reconciliations.
Incomplete, or ‘Saved’, transactions will not be migrated during the upgrade.
Using Payroll?
If you’re using payroll functionality, there’s a few things you should consider checking beforehand.
- Finish pay runs (unfinished pay runs will not be brought across)
- Review employee leave balances and check that hours per week are recorded correctly
- Download the Leave report to retain historical leave tracking
- Review employees paid into multiple bank accounts, and update banking details so they are only paid to one account.
- Get up to speed with key changes to how leave is calculated
- If your employees use YourPay to submit timesheets, check that they've completed and saved any timesheets and that these have been processed in pay runs.
Check users (for Practices only)
When a file is upgraded, all current users will be migrated; this means any users who have been invited to the file.
Therefore, we encourage you to review your contacts and clean up any old users that haven’t been removed.
How will I know once my file has been upgraded?
When you sign in to Essentials you’ll see the new dashboard and be guided with in product prompts to guide you through key changes.