MYOB Acumatica ERP: Release 26 R1

AI Assistant

Ask questions in plain English to get rich responses with summaries, tables, charts, and supporting records – all using your live ERP data.

That means your teams can surface up-to-date information and insights without building new dashboards or collating information from multiple screens and tools.

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AI Automation

Build AI-powered workflows to automate repetitive tasks and business workflows. Write a prompt that describes the task and actions you want to automate, then publish for your team to use in their daily workflows.

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Anomaly detection for journal entries

Identify unusual journal activity and focus reviews where they matter most. Built on Generic Inquiries, Journal Anomaly Detection assesses transaction patterns, flags entries with different levels of anomaly severity and gives finance teams an analysis they can filter, extend and incorporate into dashboards to suit their own reporting and risk requirements.

AI-powered project document management

A pre-built AI Automation, ready for you to start classifying and tagging documents, making information easier to organise, find and use. Document Management requires AI Automation to be activated, and usage consumes your monthly allocation of automation units.

AI-powered summaries for opportunities and cases

A pre-built AI Automation, you can now get up to speed on customer interactions without reading through lengthy activity histories. AI-generated summaries analyse recent engagement, surface customer sentiment and highlight recommended next steps, helping sales and service teams prepare for calls, handovers and reviews faster and focus on the actions that matter most. Summaries require AI Automation to be activated, and usage consumes your monthly allocation of automation units.

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Electronic document signing

Send documents for signature directly from MYOB Acumatica using DocuSign or Adobe Acrobat Sign, then track their status without leaving the system. Signed documents are automatically returned and attached to the relevant record, giving teams greater visibility into the approval process while eliminating manual follow-up, downloading and document management.

Anomaly detection for journal entries

Identify unusual journal activity and focus reviews where they matter most. Anomaly Detection checks for unusual transaction patterns, flags entries with different levels of anomaly severity and gives finance teams an analysis they can filter, extend and incorporate into dashboards to suit their own reporting and risk requirements. Enhanced in 26 R1, your teams can now inspect the underling anomaly detection logic and understand why something was flagged, before you act.

Enhanced foreign currency payment experience

When making an accounts receivable or accounts payable payment, or reconciling a bank transaction – you can now enter the amount directly in the document currency. MYOB Acumatica calculates the cross rate and bank account currency for you, while showing the exact rate used. This removes manual rate calculations, speeds international payments and reduces rounding discrepancies that can create noisy foreign exchange gains and losses.

Recognise VAT on accounts payable prepayment invoices

Create prepayment invoices in Accounts Payable to recognise VAT when vendor deposits are paid. With 26 R1, MYOB Acumatica automatically generates the tax transactions, includes them in the correct reporting period and reverses the recognised tax when the prepayment is applied to a vendor bill or credit adjustment. This helps businesses manage tax reporting accurately and avoid duplicate tax recognition.

Create prepayment invoices directly from purchase orders

Create a prepayment invoice directly from a purchase order with one click, copying across the PO details and linking the records automatically. Released prepayments update purchase order totals, while paid prepayments are automatically applied when the final Accounts Payable bill is created. Raise multiple prepayments for milestone-based payments, with tax recognised when each prepayment is paid, simplifying reconciliation and improving committed-cost reporting.

Send payment links for prepayment invoices

Make it easier for customers to pay by sending convenient payment links for AR prepayment invoices. You can now create payment links for released Accounts Receivable prepayment invoices and share them as a URL or QR code on the printed invoice, or in an automatically generated email. Customers can pay online, while MYOB Acumatica checks for payment and keeps the invoice status up-to-date. This helps deposits arrive sooner, reduces remittance-chasing and can get project work underway faster.

AI-powered summaries for opportunities and cases

Get up to speed on opportunities and cases, without reading entire record histories with AI-powered summaries. Get a quick view of customer sentiment, key details, and recommended next steps, helping you save time and focus on actionable solutions. Open the AI Summary icon from an opportunity, case list or record to see customer sentiment, key details and recommended next steps – all in one place. Spend less time reading activity histories, and more time on taking the right next action.

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Modern customer portal

Give customers a modern self-service portal to check balances, pay selected invoices, reorder past purchases, track shipments and view or raise cases, all shared with MYOB Acumatica in real-time. Provide the convenience and experience your customers expect, while reducing customer service admin for your team.

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Activity stream

See the history of a customer relationship faster, in a clearer, more readable activity view. Previous customer activity now appear as expandable tiles that can be easily searched, filtered and sorted, helping sales and service teams find the interaction that matters, without scanning a flat activity grid or leaving the record they're working from.

Margin insight for opportunities and sales quotes

Assess estimated deal profitability while an opportunity or quote is still being negotiated. View estimated margin amount and percentage on individual lines and totals, then scan list views by margin to identify deals requiring attention. This gives sales teams a clearer view of the impact of pricing decisions before a commitment is made.

Leverage margin insights during negotiations, not after. With 26 R1, you can now view the estimated margin amount and percentage directly within your opportunities and sales quotes. Your sales team can now accurately assess deal profitability early in the sales process and make the right decisions to protect your business's financial health.

Side panels for customer, vendor, salesperson and employee information

Access important context from list views without opening multiple records and reports. Customer side panels bring together settings, contacts, open documents, balances, statements and ageing information. 26 R1 also introduces side panels for vendor, salesperson and employee lists. Teams can now answer common questions with fewer clicks while staying focused on the list in front of them.

Material management

Plan, budget and track the materials for a project in one place. The new Project Materials form links each material line to its project budget key, then choose whether to provision from available stock, purchase to the warehouse or drop-ship from the vendor to site. Raise purchase orders or material issues and monitor progress through ordering, delivery and issuing, while actual costs and commitments flow automatically into the project budget.

▶️ See it in action

Project document management

Manage project documents with project-specific tags, role-based access and AI-assisted classification. Configure tag structures by project, tag multiple files, review documents in one place and annotate PDF attachments within the system. AI-suggested tags reduce manual classification and make the project document trail easier to organise, find and govern.

Mobile time tracking for project tasks

Team members can now track time against project tasks directly in the MYOB Acumatica app. Select a project task, and start, pause, resume and switch a running timer, then create time activities for daily field reports or time cards from a mobile device. Capturing hours as work happens helps improve the accuracy and completeness of project time and cost information.

Streamlined change order processing

Streamlined Change Order Processing lets cost changes be released independently of revenue changes, so work continues while the client's approval is pending. Owner approval is now also tracked in MYOB Acumatica – your team can send change orders directly to the customer, then mark them accepted or declined. Incorrect change orders can be reversed and their requests reused, with no rework. The result? Projects stay on schedule, with an in-system record.

Automated revenue percentage calculation for progress billing

Calculate recommended completion percentages from configurable rules instead of estimating every revenue budget line manually. Choose methods based on revised amount, revised quantity or projected cost at completion, and create custom rules for different contract types. This helps standardise progress calculations and remove a common bottleneck from project billing.

Automated revenue percentage calculation uses configurable rules to recommend completion percentages for revenue budget lines during progress billing. Set the rules in the Revenue Percentage Calculation Rules form, choose from predefined methods or add your own, and group cost budget lines by revenue task. This reduces manual estimating, helps keep claims consistent and defensible, and can shorten billing cycles so invoices and cash arrive sooner.

Approvals for inventory adjustments

Inventory adjustments can now be governed by your approval workflow, so a write-off or count correction can require review before release. Use the existing approval framework to define rules, steps and conditions for both user-created and system-generated adjustments, improving visibility and control over transactions that change inventory value.

Greater accuracy and visibility in inventory reports

Track inventory more accurately with updated reporting in MYOB Acumatica. Adjustments now appear in a single Adjusted column across key historical inventory reports and inquiries, making stocktake impacts easier to read. When you select Include Goods in Transit, valuation reports include owned stock in transit with its quantity, cost and in-transit account details, helping importers report period-end inventory more accurately.

Shop floor kiosk

Shop Floor Kiosk gives factory or work floor operators a simple touchscreen to clock on to jobs, report completed and scrap quantities, issue materials, and read work instructions – without signing in as an MYOB Acumatica ERP user. Production data reaches MYOB Acumatica as it happens, so labour and costing stay current instead of being reconstructed later, and manufacturers can put real capability on the floor without buying an ERP seat or licence for every operator.

▶️ See it in action

Accurate time tracking for high-speed production

Manufacturers can now enter, store, cost and report operation, labour and machine time in seconds. Select a time format in BOM Preferences and use second-level precision across routings, production orders, engineering changes, estimates and reporting, while labour capture records seconds regardless of display settings. This supports accurate costing and meaningful planned-versus-actual analysis for high-speed production, where minute-based rounding can distort results.

Tracking in-transit quantities as planned supply

MYOB Acumatica now counts confirmed inter-warehouse transfers as planned supply before receipt, helping planners avoid duplicate replenishment and giving sales teams more realistic promise dates. It also separates negative-inventory cost variances from genuine production costs by posting them to a dedicated WIP Variance Account. Together, these enhancements improve inventory visibility, keep production costing accurate and make month-end reconciliation easier for growing manufacturers and distributors.

Change picking locations on the fly

Keep orders moving when stock is not available in the location shown on the pick list. Pickers can move the unpicked quantity to another available location from the mobile Pick, Pack, and Ship screen, resolving everyday discrepancies without waiting for a manager to edit the shipment.

Batch pick lists with shortages

Continue a batch pick when a shortage occurs instead of stopping the entire worksheet. Confirm short quantities, automatically distribute what was picked across the related shipments and flag affected shipments before packing. Orders that can ship can keep moving while exceptions remain visible for follow-up.

Automate receiving with recommended put-away locations

Receive and put away goods in one pass with a recommended storage location for each scanned item. Workers can accept the prompted location or scan a different one when required, reducing reliance on warehouse knowledge and making receiving more consistent for new or seasonal staff.

Automatically generate lot and serial numbers

Generate lot and serial numbers automatically on the Scan and Receive form when receiving goods that are not linked to a purchase document. Identifiers are created as new items are scanned through the receiving process, reducing manual entry and strengthening traceability for returned, recovered or reprocessed goods.

Approvals for inventory adjustments

Inventory adjustments can now be governed by your approval workflow, so a write-off or count correction can require review before release. Use the existing approval framework to define rules, steps and conditions for both user-created and system-generated adjustments, improving visibility and control over transactions that change inventory value.

Greater accuracy and visibility in inventory reports

Track inventory more accurately with updated reporting in MYOB Acumatica. Adjustments now appear in a single Adjusted column across key historical inventory reports and inquiries, making stocktake impacts easier to read. When you select Include Goods in Transit, valuation reports include owned stock in transit with its quantity, cost and in-transit account details, helping importers report period-end inventory more accurately.

Multi-entity Pay Super registration

Register and run a separate Pay Super account for each legal entity in an Australian tenant. Each entity can process super independently and trigger payments from within MYOB Acumatica, removing the SAFF export and external clearing-house workaround previously required for additional entities and simplifying super administration across a group.

Stapled super fund retrieval at onboarding

During onboarding, MYOB Acumatica retrieves a new employee’s stapled super fund from the ATO, verifies the details and presents it alongside other fund options. Employees can choose their fund using accurate information rather than relying on memory, helping employers meet their obligation to check for a stapled fund and reduce wrong-fund contributions that can lead to corrections, delays and rework.

Shop floor kiosk

Shop Floor Kiosk gives factory or work floor operators a simple touchscreen to clock on to jobs, report completed and scrap quantities, issue materials, and read work instructions – without signing in as an MYOB Acumatica ERP user. Production data reaches MYOB Acumatica as it happens, so labour and costing stay current instead of being reconstructed later, and manufacturers can put real capability on the floor without buying an ERP seat or licence for every operator.

▶️ See it in action

Accurate time tracking for high-speed production

Manufacturers can now enter, store, cost and report operation, labour and machine time in seconds. Select a time format in BOM Preferences and use second-level precision across routings, production orders, engineering changes, estimates and reporting, while labour capture records seconds regardless of display settings. This supports accurate costing and meaningful planned-versus-actual analysis for high-speed production, where minute-based rounding can distort results.

Tracking in-transit quantities as planned supply

MYOB Acumatica now counts confirmed inter-warehouse transfers as planned supply before receipt, helping planners avoid duplicate replenishment and giving sales teams more realistic promise dates. It also separates negative-inventory cost variances from genuine production costs by posting them to a dedicated WIP Variance Account. Together, these enhancements improve inventory visibility, keep production costing accurate and make month-end reconciliation easier for growing manufacturers and distributors.

Material management

Plan, budget and track the materials for a project in one place. The new Project Materials form links each material line to its project budget key, then choose whether to provision from available stock, purchase to the warehouse or drop-ship from the vendor to site. Raise purchase orders or material issues and monitor progress through ordering, delivery and issuing, while actual costs and commitments flow automatically into the project budget.

▶️ See it in action

Project document management

Manage project documents with project-specific tags, role-based access and AI-assisted classification. Configure tag structures by project, tag multiple files, review documents in one place and annotate PDF attachments within the system. AI-suggested tags reduce manual classification and make the project document trail easier to organise, find and govern.

Mobile time tracking for project tasks

Team members can now track time against project tasks directly in the MYOB Acumatica app. Select a project task, and start, pause, resume and switch a running timer, then create time activities for daily field reports or time cards from a mobile device. Capturing hours as work happens helps improve the accuracy and completeness of project time and cost information.

Streamlined change order processing

Streamlined Change Order Processing lets cost changes be released independently of revenue changes, so work continues while the client's approval is pending. Owner approval is now also tracked in MYOB Acumatica — your team can send change orders directly to the customer, then mark them accepted or declined. Incorrect change orders can be reversed and their requests reused, with no rework. The result? Projects stay on schedule, with an in-system record.

Automated revenue percentage calculation for progress billing

Calculate recommended completion percentages from configurable rules instead of estimating every revenue budget line manually. Choose methods based on revised amount, revised quantity or projected cost at completion, and create custom rules for different contract types. This helps standardise progress calculations and remove a common bottleneck from project billing.Automated revenue percentage calculation uses configurable rules to recommend completion percentages for revenue budget lines during progress billing. Set the rules in the Revenue Percentage Calculation Rules form, choose from predefined methods or add your own, and group cost budget lines by revenue task. This reduces manual estimating, helps keep claims consistent and defensible, and can shorten billing cycles so invoices and cash arrive sooner.

Change picking locations on the fly

Keep orders moving when stock is not available in the location shown on the pick list. Pickers can move the unpicked quantity to another available location from the mobile Pick, Pack, and Ship screen, resolving everyday discrepancies without waiting for a manager to edit the shipment.

Batch pick lists with shortages

Continue a batch pick when a shortage occurs instead of stopping the entire worksheet. Confirm short quantities, automatically distribute what was picked across the related shipments and flag affected shipments before packing. Orders that can ship can keep moving while exceptions remain visible for follow-up.

Automate receiving with recommended put-away locations

Receive and put away goods in one pass with a recommended storage location for each scanned item. Workers can accept the prompted location or scan a different one when required, reducing reliance on warehouse knowledge and making receiving more consistent for new or seasonal staff.

Automatically generate lot and serial numbers

Generate lot and serial numbers automatically on the Scan and Receive form when receiving goods that are not linked to a purchase document. Identifiers are created as new items are scanned through the receiving process, reducing manual entry and strengthening traceability for returned, recovered or reprocessed goods.

Approvals for inventory adjustments

Inventory adjustments can now be governed by your approval workflow, so a write-off or count correction can require review before release. Use the existing approval framework to define rules, steps and conditions for both user-created and system-generated adjustments, improving visibility and control over transactions that change inventory value.

Greater accuracy and visibility in inventory reports

Track inventory more accurately with updated reporting in MYOB Acumatica. Adjustments now appear in a single Adjusted column across key historical inventory reports and inquiries, making stocktake impacts easier to read. When you select Include Goods in Transit, valuation reports include owned stock in transit with its quantity, cost and in-transit account details, helping importers report period-end inventory more accurately.