At a glance
Release: MYOB Practice Management 2026.3.1.14000 - Spring Feature Release, available from 24 October 2026.
Action required: Nothing must be done. But there are 8 settings to review before your team uses the new reports and AML verification results.
When: Any time after the upgrade. Do it before your team starts using the new reports.
Who should do this: Practice administrators with access to Security Maintenance and System Options.
This release adds four new reports to Advanced Search and lets your AML/CTF provider send client verification results to MPM. The new reports need role access, and some rely on settings you already have, so check those settings are up to date.
Read what's new for your staff in the release announcement, and every change in the release notes.
Your checklist
Done | Report / Function | Item | Where | Priority | When |
|---|---|---|---|---|---|
☐ | Employee Productivity | Employee Productivity Employee Productivity - Budget Employee Productivity - Period Employee Productivity Single | Security Maintenance | Review | After upgrade |
☐ | Employee Productivity | Overhead categories | Overhead Maintenance | Review | Before using Employee Productivity Summary |
☐ | Employee Timesheet entries | Employee Timesheet Employee Timesheet Exceptions | Security Maintenance | Review | After upgrade |
☐ | WIP Pre Billing Analysis | PreBilling Detailed Report PreBilling Summary Report | Security Maintenance | Review | After upgrade |
☐ | Budget vs Actuals Analysis | Budget Vs Actual listing | Security Maintenance | Review | After upgrade |
☐ | Budget vs Actuals Analysis | Employee budgets | Budget Imports | Review | Before using Budget Versus Actuals |
☐ | Client Verification tab | Client Verification | Security Maintenance | Review | After upgrade |
☐ | Client Enquiry | AML Status and AML Risk Score | Client Verification tab | Check once integration enabled | For information |
Must do: access or behaviour changes in a way your practice may not want unless you act. Review: a new setting. The default is safe, so decide whether your practice wants it. For information: changed automatically. Nothing to do, but your staff may ask about it.
Security object changes
These are new objects in Security Maintenance. Each one controls access to a new report in Advanced Search. Access is given by role, not by individual staff member, so everyone in a role you update gets the report.
The reports appear on the security screen under different names:
Report in Advanced Search | Security object |
|---|---|
Employee Productivity Summary | Advanced Search - Employee Productivity |
Timesheet Details | Advanced Search - Employee Timesheet entries |
Pre-Billing | Advanced Search - WIP Pre billing analysis |
Budget Versus Actuals | Advanced Search - Budget vs Actuals Analysis |
Client Verification | Advanced Search - Client Verification |
To give a role access to a report:
Select the Settings icon (the cogs at the top right), then select Administration. The Security Maintenance screen opens.
In Select Role, choose the role.
In Filter Objects, choose Command buttons and object security. This shortens the list.
In Available Security Objects, select the report objects you want. Hold Ctrl (Windows) or Cmd (Mac) to select more than one.
Select > to move them to Assigned Security Objects.
Repeat for each role that needs the reports. If an object is already under Assigned Security Objects, that role already has access. To check which role someone is in, use Role Management or User List at the top of the Administration screen.
Check it worked: Ask a staff member in that role to open Advanced Search and find the report, or sign in with a test user in that role. Administrators usually have every permission, so testing as yourself won't show the change.
Review: Advanced Search - Employee Productivity
Category: Report Items
Security objects:
Employee Productivity
Employee Productivity - Budget
Employee Productivity - Period
Employee Productivity Single
Change: Added
Default after the upgrade: Not assigned to any role
If a role has it: Staff in that role can run the Employee Productivity Summary report.
If a role doesn't have it: Staff in that role can't see the report.
If you do nothing: Staff can't see the report.
We suggest: Check your overhead categories first (see Overhead Maintenance: Category below), then give access to roles that manage staff performance.
Review: Advanced Search - Employee Timesheet entries
Category: Report Items
Security objects:
Employee Timesheet
Employee Timesheet Exceptions
Change: Added
Default after the upgrade: Not assigned to any role
If a role has it: Staff in that role can run the Timesheet Details report.
If a role doesn't have it: Staff in that role can't see the report.
If you do nothing: Staff can't see the report.
We suggest: Give access to roles that review timesheets.
Review: Advanced Search - WIP Pre billing analysis
Category: Report Items
Security objects:
PreBilling Detailed Report
PreBilling Summary Report
Change: Added
Default after the upgrade: Not assigned to any role
If a role has it: Staff in that role can run the Pre-Billing report.
If a role doesn't have it: Staff in that role can't see the report.
If you do nothing: Staff can't see the report.
We suggest: Give access to roles that prepare or approve bills.
Review: Advanced Search - Budget vs Actuals Analysis
Category: Report Items
Security objects:
Budget Vs Actual listing
Change: Added
Default after the upgrade: Not assigned to any role
If a role has it: Staff in that role can run the Budget Versus Actuals report.
If a role doesn't have it: Staff in that role can't see the report.
If you do nothing: Staff can't see the report.
We suggest: Enter employee budgets first (see Employee budgets below), then give access to roles that manage staff performance.
Review: Advanced Search - Client Verification
Category: Report Items
Security objects:
Client Verification
Change: Added
Default after the upgrade: Not assigned to any role
If a role has it: Staff in that role can run the Client Verification report.
If a role doesn't have it: Staff in that role can't see the report.
If you do nothing: Staff can't see the report.
We suggest: Give access to roles responsible for AML/CTF compliance. This report is for Australian practices only.
System option changes
These are settings in System Options that were added in this release. To find them, select the Settings icon (the cogs at the top right), then select System Options.
Review: Client AML Verifications URL
Section: Global > Integration
Change: Added
Default after the upgrade: Blank
If you enter a URL: Each client's Verification tab links to their report in your AML/CTF provider's system.
If you leave it blank: There's no link to the provider's report. Results your provider sends still show in MPM.
We suggest: Set it if your AML/CTF provider has connected to MPM. Ask your provider for the web address of their client report first. This is for Australian practices only.
To change it:
Select the Settings icon (the cogs at the top right), then select System Options. It opens in a new window.
In the search box above the list, type Client AML and select Find.
Select Client AML Verifications URL under Global > Integration.
In the Edit pane, enter your provider's report address. Put {ID} where the client's ID goes. MPM swaps in each client's provider customer ID when someone opens the link.
Select Save.
Check it worked: Open a client your provider has verified. On the Verification tab, select the link and check it opens that client's report in your provider's system.
Other changes
Settings outside Security Maintenance and System Options, and changes that happen automatically.
Review: Overhead Maintenance: Category
Where: Maintenance > Overhead
Change: Not changed, but now used by the Employee Productivity Summary report
Default after the upgrade: Your existing categories stay as they are.
What it does: The report groups non-chargeable time by each overhead's Category.
Watch out for: If an overhead has the wrong category, its time lands in the wrong group. For example, leave set up as an ordinary overhead lowers a person's productivity instead of showing as lost time. Sites set up in 2026 are likely to be correct already. Check your categories if your site is older or your overheads have changed.
How each category shows in the report:
Category on the overhead | Shows in Employee Productivity Summary as |
|---|---|
Lost Time | Lost Time (use this for leave) |
Non Productive Overhead | Non-Productive |
Overhead | Non-Productive |
Productive Overhead | Productive (shown separately) |
To change it:
Go to Maintenance > Overhead.
On the Overhead Maintenance screen, select the refresh button to list your overheads.
Check the Category Code column. To change one, select the pencil in the Edit column.
On the Details tab, choose the right Category. Leave should be Lost Time.
Select Save, then Close.
Review: Employee budgets
Where: Maintenance > Employee Budgets
Change: Now used by the Budget Versus Actuals report
Default after the upgrade: Your existing budgets stay as they are. Employees without a budget show no budget in the report.
What it does: Budget Versus Actuals compares each employee's results against a monthly budget. Budgets show at employee level only. They aren't split across clients, tasks or transactions.
To change it:
Go to Maintenance > Employee Budgets. The Budget Imports screen opens.
Choose the Year, then select an employee from the list on the left. Their monthly budget rows appear, from July to June.
Turn off the Read Only switch so you can edit the rows.
Enter the budget for each month in Standard Hours, Chargable Hours, Non-Chargable Hours, Chargable Values, Non-Chargable Values, Fee Amount and Cost.
Select Save Changes.
Got lots of employees? Use Download Template to get a spreadsheet, fill in the budgets, then use Import to load them all at once.
For information: Client Verification tab: AML Status and AML Risk Score
Where: CRM > Client Enquiry > select a client > Verification tab
Change: Added. A new Customer Due Diligence section shows AML Status and AML Risk Score.
Default after the upgrade: Empty until your AML/CTF provider connects to MPM and sends results.
What it does: Shows each client's verification result from your AML/CTF provider. MYOB doesn't verify your clients. This is for Australian practices only.
Watch out for: If the fields are empty for a client your provider has verified, check with your provider that they've sent the result for that client.