Release Notes

MYOB Accounting Plus v18

MYOB Accounting v18
MYOB Licence Agreement
IMPORTANT–READ THIS CAREFULLY BEFORE PROCEEDING. This Product (consisting of the user
documentation and the installation CD or other media containing the Software) is sold subject to the terms of
a Software Licence Agreement, notification of which has been provided to you so that you are now legally
bound by its conditions. The full terms of the Licence are included in the user documentation and the
installation CD. HOWEVER, if the Licence Agreement contains anything of which you were not aware prior to
purchasing the Product or do not agree to be bound by, DO NOT INSTALL THE SOFTWARE but return the
Product to the reseller in its entirety and a full refund of the purchase price will be made. By installing the
Software and keeping the Product you are confirming that you have purchased the Product subject to this
Licence and are bound by its provisions.

Overview

These Release Notes describe how to upgrade your MYOB Accounting Plus and
MYOB Accounting software.
For simplicity, the term ‘MYOB software’ is used to collectively refer to MYOB
Accounting Plus and MYOB Accounting. When necessary, specific references
are made to a single product, for example, MYOB Accounting Plus.

Upgrading from a pre-2004 version of MYOB software If you are

upgrading from a pre-2004 version of MYOB software (for example, MYOB
Accounting v13), you need to activate your company file and upgrade your user
accounts. After you have upgraded your company files and templates, refer to
the support note ‘Upgrading from a pre-2004 version’ available from
myob.com.au/supportnotes/upgradepre2004, for more information.

MYOB ODBC Direct If you use applications that rely on MYOB ODBC
Direct—such as MYOB M-Powered Import Assist or a third-party add-on
solution— you may need to update your ODBC Direct driver settings before
using it with this version of MYOB software. For more information, see
‘Updating your ODBC Direct driver’ on page 7.

© MYOB Technology Pty Ltd 2008 Part number: MAMP03101/v18

Do the following to upgrade your software.

Task See

1 Install your MYOB software below

2 Upgrade files in your MYOB software page 3

3 Read about new features in your MYOB software page 9

NOTE :MYOB Technical Support If you require technical assistance with MYOB
software, see ‘Technical support’ on page 7.

Installing your software

The procedure for installing MYOB Accounting is the same as the procedure for
installing MYOB Accounting Plus.

To install MYOB software

1 If your computer only allows users with administrator privileges to install
programs, log in as administrator.
2 If a virus scanner is enabled, disable it. Note that installation of some
components may fail if you have a virus scanner running.
3 Save any open documents and close all programs.
4 Insert the MYOB software CD into the drive. An installation window appears.

NOTE :If the installation window does not appear Open the CD drive—usually
the D:\drive—in Windows Explorer and double-click the autorun.exe icon.

5 Click Install and follow the on-screen installation instructions.

NOTE : OfficeLink driver window may appear during installation If you choose
to install your MYOB software in a location other than the default location, one or
two OfficeLink driver windows may appear during installation. If they appear, you
need to close them to resume the installation.

6 When installation is complete, click Finish. Your default web browser displays
the new features topic from MYOB Help.
7 If you disabled a virus scanner at step 2 above, re-enable it.

2 REL EA S E N O TES
Upgrading your files

Your MYOB company files created with a previous version of MYOB software need
to be upgraded to use the new features. Customised reports, forms, letters,
spreadsheets and graphics, also need to be upgraded.
Do the following for each company file.

Task See

1 Upgrade your company file below

2 Upgrade customised templates page 4

NOTE : MYOB company file extension has changed to ‘.myo’ If you are upgrading
from MYOB Accounting v14 (or earlier) or MYOB Accounting Plus v14 (or earlier), you
will notice that the company file extension has changed from ‘.dat’ to ‘.myo’.

M-Powered users upgrading from MYOB Accounting Plus v16 (or earlier) or
MYOB Accounting v16 (or earlier) Previously, your company data and your M-
Powered Services Centre data were stored in separate files. In this release, these two
files are integrated. The integration doesn’t happen until you close or back up your
company file for the first time using the new release of your MYOB software. For
more information about maintaining your M-Powered Services Centre data file, see
the M-Powered topics in MYOB Help.

Task 1: Upgrade your company files

1 Open the upgrade assistant.
Go to the Windows start menu > All Programs > your MYOB software folder
(for example MYOB Accounting v18), choose MYOB Tools and then select the
MYOB Accounting v18 Upgrade Assistant tool.

The upgrade assistant welcome window appears.

2 Click Next. The Find File to Upgrade window appears.
3 Click Find File. The Select Company File to Upgrade window appears.

U PG RA DI NG Y O U R F I L ES 3
4 Select the company file to be upgraded and click Open.
If an M-Powered Services Centre warning window appears stating that a .box
file cannot be located:
„ If you use M-Powered Services, click Locate File, locate the .box file
corresponding to your company file and click Open.
„ If you do not use M-Powered Services, click Upgrade Company File Only.

The Find File to Upgrade window appears. In the Find File to Upgrade
window, the file path and name of the company file appear in the field below
the Find File button. The proposed path and name of the company file, as it will
be after upgrading, appear in the field below the Save As button.
5 If you want to change the location or name of the upgraded company file:
a Click Save As. The Save As window appears.
b Select the file location, type a new file name and click Save.

NOTE : Restricted access to the Program Files folder in Windows Vista User
Account Control (UAC) is a security feature in Windows Vista. If UAC is active, files
saved in the Program Files folder can only be opened by the Windows user who
saved the files. If other users need to access your company file, do not save it in this
folder. For more information about User Account Control, see Windows Vista Help.

6 Click Next. The Confirm window appears.

7 Click Next to start the upgrade. When the file has been upgraded, the
Complete window appears.
8 If you want to upgrade another company file, click Next or click Finish to close
the Upgrade Assistant.
If you customised any reports, forms or letters in your previous version of your
MYOB software, proceed to ‘Upgrade customised templates’ below.

Task 2: Upgrade customised templates

If you use customised reports, forms, letters, spreadsheets or graphics, you need to
upgrade these custom templates to use with the new version of your MYOB
software. You also need to upgrade your customised BASlink setup.
You can automatically upgrade your custom templates using an upgrade assistant
(see page 5), or upgrade them manually by copying the templates to the
installation folder (see page 6).

4 REL EA S E N O TES
To automatically upgrade customised templates

NOTE :Customised spreadsheets need to be upgraded manually If you have

customised spreadsheets that you want to upgrade, you will need to follow the
procedure ‘To manually upgrade customised templates’ on page 6.

1 Open the templates upgrade assistant.

Go to the Windows start menu > All Programs > your MYOB software folder
(for example, MYOB Accounting v18), choose MYOB Tools and then select
the MYOB Accounting v18 Templates Upgrade Assistant tool.

The templates upgrade assistant Welcome window appears.

2 Click Next. The Copying Files window appears.
The path to your previous MYOB software is displayed in the Source field and
the path to your current MYOB software is displayed in the Destination field.

NOTE : If the previous version cannot be found If your previous MYOB software
was not installed in the default location, a message will appear stating that the
previous version could not be found. To manually locate it, click Browse and select
the location. Click the .exe file (for example, myobp.exe) and then click Open. The
correct path should now be displayed in the Source field.

3 Click Start. The templates upgrade process begins.

NOTE : Old templates folder The upgrade assistant moves the default templates
for the latest version (for example, Accounting18\Forms) into a folder with the
prefix ‘Old’ (for example, Accounting18\Old Forms). You can find any new forms
that were not available in the previous version in this folder.

When the process is complete, the Finished window appears.

4 Click Finish to close the upgrade assistant.

U PG RA DI NG Y O U R F I L ES 5
To manually upgrade customised templates
1 Open Windows Explorer.
2 Locate and open the installation folder of your previous version of your MYOB
software (for example, the folder located at C:\myob17). The installation folder
contains these folders:

Folder File extension Description

Custom *.rpt User-customised report templates

Forms *.frm Standard and user-customised form

templates

Letters *.dot Standard and user-customised Microsoft

Word document templates

Sprdsht *.xlt Standard and user-customised Microsoft

Excel spreadsheet templates

BASlink\ *.bas User-customised BASlink templates

Setup

Graphics *.bmp, *.gif, Any graphics such as company logo,

*.jpg, *.tif, *.png employee or item photos, etc.

3 Open the folder containing customised template files (for example, if you have
customised invoice templates, open the Forms folder).
4 Select only the template files that you created. To select multiple files, hold
down the CTRL key and click each template.

NOTE : Avoid overwriting default templates The default templates included with
the latest version of your software have improved features. To avoid overwriting the
new templates with old versions, select only the template files that you created.

5 Go to the Edit menu and choose Copy.

6 Open the corresponding folder in the latest version of your MYOB software (for
example, the forms folder located at C:\myob18\Forms).
7 Go to the Edit menu and choose Paste.
8 Repeat from step 3 for each folder containing your customised templates.

6 REL EA S E N O TES
Updating your ODBC Direct driver
MYOB ODBC Direct v8 is installed automatically when you install your MYOB
software.
You need to use MYOB ODBC Direct v8 to continue using MYOB M-Powered
Import Assist and other third-party add-on solutions you may use in conjunction
with your MYOB software.
If you currently use software, such as M-Powered Import Assist, that accesses ODBC
Direct v7, you will need to update the software to access ODBC Direct v8. For
instructions, see the MYOB M-Powered Invoices User Guide, or online help.
Note that older versions of some third-party applications may not be compatible
with the new ODBC files. Contact your solution provider to ask if MYOB ODBC
Direct v8 is compatible and to find out how to update your software to use it.

Technical support
Calling MYOB Technical Support If you subscribe to MYOB Cover, you can call
MYOB Technical Support on 1300 555 123 from 7.30a.m. to 9.30 p.m. Monday to
Friday (Melbourne time).
If you don’t subscribe to MYOB Cover, you can access MYOB Technical Support by
paying for each call you make. The Pay-Per-Call service is available by calling 1300
555 128 from 9 a.m. to 7 p.m. Monday to Friday (Melbourne time). Please have
your credit card handy before calling.

Technical support limitations Support is limited to the following MYOB

product areas: installation, upgrade assistance, basic usability and basic
functionality, as described in MYOB product documentation. MYOB cannot resolve
connectivity issues caused by third-party services, service providers, hardware or
software, or networking problems. MYOB phone support does not cover inquiries
on general accounting or taxation issues, nor does it include application consulting
or training.

MYOB websites
Support Notes Visit myob.com.au/supportnotes to get help with installing,
setting up and customising your MYOB software.
MYOB website Visit myob.com.au for news and links to many useful resources.
my.MYOB Log into my.myob.com.au and access resources available only to
registered customers.

U PD A T IN G YO U R O DB C DI R EC T DRI VER 7
Accessing additional resources

Your MYOB software CD contains third-party software installers, information and

other resources besides the MYOB software installer.

To access additional resources

1 Insert the MYOB software CD into the drive. A welcome window appears.

NOTE : If the welcome window does not appear open the CD drive—usually the
D:\ drive—in Windows Explorer and double-click autorun.exe.

2 Click Resources. A summary of each resource is given below.

Adobe Reader Adobe Reader is a PDF (Portable Document Format) viewer. You
need a PDF viewer to view and print the user documentation included with your
MYOB software.

Apple QuickTime If you intend to include graphics on your customised reports

and invoices, install this program.

Microsoft Internet Explorer To access online Help you will need Internet
Explorer 5.5 or later. If you do not have Internet Explorer installed on your
computer, install this program.

Documentation The User Guide and Release Notes are provided as PDFs. You can
print additional copies of these documents, up to the number of licences you have
purchased.

MYOB M-Powered Services

M-Powered Services are subscription-based services that allow you to replace
paper-based methods of making and receiving payments, and managing your
funds, with efficient networked-based methods. For more information about
subscribing to MYOB M-Powered Services, visit myob.com.au/m-powered/

8 REL EA S E N O TES
New features
The following new features and enhancements have been included in this release.

Feature See

New-look MYOB online • MYOB online help has been updated with a page 11
help new look and new features.

Email pay slips • Set a pay slip delivery method for an employee page 11
[Accounting Plus only] • Email pay slips to employees.

Updated Payment • Prepare ETP Payment Summaries page 13

Summary Assistant • Print or save payment summaries before
[Accounting Plus only] creating the EMPDUPE file
• View the Payment Summary Verification report
before printing.

Enhanced leave • Automatically adjust base pay amount details page 15

payment and tracking when employees take leave
[Accounting Plus only] • Track leave dates on employee paycheques
• Link multiple wage categories to an
entitlement
• More information in employee entitlement
balance reports.

Prior year reporting of • Retain prior year paycheque information page 19

payroll information • View prior year payroll reports.
[Accounting Plus only]

State or territory • Calculate state or territory payroll tax. page 21

payroll tax [Accounting
Plus only]

Tax table tests • New tax table validity tests. page 22

[Accounting Plus only]

User access restriction • Restrict user access to employee information page 23

[Accounting Plus only]
• Restrict user access to the undo bank
reconciliation function.

Print preview forms • Preview your invoices, purchase orders, page 24

cheques and remittance advices before
printing.

N EW F EA TU RE S 9
 Feature See

New form and report • Itemise your invoice statements page 25

options • Include debits and discounts on remittance
advices
• Filter customer statements by statement date
• Save more filter settings for customised
reports.

Enhanced search • Use new filters to search lists. page 28

options

Enhanced transaction • Edit supplier bill payments and customer page 29

editing payment transactions.

Spell-check • Check spelling in your sales, purchases and page 30

item information.

Changes to the STS • Simplified tax system (STS) now replaced by page 33
the small business entity provisions.

Show Me How new feature demonstration movies

Show Me How movies demonstrate how to use many of the new features.
The Show Me How movies run between one and four minutes.
The movies in this release show you how to:
„ itemise invoice statements
„ filter your cards list searches
„ edit Pay Bills and Receive Payments transactions
„ check the spelling on your sales, purchases and item information
„ email employee pay slips [MYOB Accounting Plus only]
„ use the improved leave payment and tracking features [MYOB Accounting Plus
only]
„ retain prior year paycheque information [MYOB Accounting Plus only]
„ calculate State or Territory payroll tax [MYOB Accounting Plus only].

To view Show Me How movies

1 Go to the Help menu, choose What’s New in this Release and then choose
New Feature Movies. The list of available movies appears.
2 Click the movie you want to view.

10 REL EA S E N O TES
New MYOB online help

MYOB online help has been updated with a new look and new features. To find
online help topics:
„ click a topic heading in the left side of the window. A list of topics grouped
under this heading appears.
„ click Index at the top of the window. An index of topics appears.
„ enter a term in the search field and click Search. A list of topics that match your
search appears. Click on a heading to open the topic.
Also note that procedures are initially hidden when you view an overview topic. To
show the procedure, click the procedure heading.

Email pay slips

MYOB Accounting Plus only

You can now email pay slips to employees after you have processed your payroll.
Before you can do this, you need to set up your employee cards.

To set a pay slip delivery method for an employee

1 In the Card File command centre, click Cards List. The Cards List window
appears.
2 Click the Employee tab and select an employee by clicking the zoom arrow ( )
next to their name. The Card Information window appears.
3 Click the Payroll Details tab.
4 Select a pay slip delivery method from the Pay Slip Delivery list.

N EW M Y O B O NL I N E H EL P 11
5 If you selected To Be Emailed, enter the employee’s email address in the Pay
Slip Email field.

6 Click OK.

To email payslips
You can email pay slips:
„ as part of processing payroll.
In the Print Employee Pay Slips window of the Process Payroll Assistant, click
Print or Email Pay Slips. The Review Pay Slips Before Delivery window
appears.
„ later, in a batch.
Go to the Payroll command centre and click Print/Email Pay Slips. The Review
Pay Slips Before Delivery window appears.

12 REL EA S E N O TES
 In the Review Pay Slips Before Delivery window, select which pay slips you
want to email, edit the subject and message as required, then click Send Email.

NOTE : Show Me How movie If you want, you can view a movie demonstrating
this feature. For more information, see ‘Show Me How new feature demonstration
movies’ on page 10.

Updated Payment Summary Assistant

MYOB Accounting Plus only
The Payment Summary Assistant has been updated. You can now:
„ prepare ETP payment summaries
„ print or save payment summaries before creating the EMPDUPE file
„ view the Payment Summary Verification report before you create the EMPDUPE
file and finalise payment summaries.

ETP payment summaries

You can now prepare payment summaries for employment termination payments
(ETPs) when you prepare Individual non-business payment summaries for your
employees.
The following changes have been made to the Payment Summary Assistant:
„ ETP payment summary fields have been added to the Payment Summary
Fields window. You can link these fields to your ETP payroll categories.

U PD A T ED PA Y M EN T S U M M A R Y AS S I S T A N T 13
„ An ETP information section has been added to the Employee Payment
Summary Information window, which you can access from the Review the
Payment Summaries window of the assistant.

For more information about preparing ETP payment summaries, see your user
guide or online help.

Print or save payment summaries before creating the

EMPDUPE file
Previously, printing and saving payment summaries was done in the last window of
the assistant. You can now print or save employee payment summaries before the
final information is recorded in the EMPDUPE file. This enables you to check and
edit the details of individual payment summaries before creating the EMPDUPE file
that you send to the ATO.

Payment Summary Verification report

You can now preview and print the Payment Summary Verification report when you
prepare payment summaries for your employees. The report shows the amounts
recorded on individual payment summaries and in the EMPDUPE file that you lodge
with the ATO. You can reconcile the amounts on the verification report with
amounts in the Payroll Activity report to check that payroll category totals, gross
amounts and tax withheld amounts, etc., are correct.
If you discover an error, you can make the adjustment before you finalise your
payment summaries.

14 REL EA S E N O TES
Enhanced leave payment and tracking

MYOB Accounting Plus only

You can now:
„ Automatically adjust base pay amount details when employees take leave
„ Record leave information when you process your payroll
„ Link multiple wage categories to an entitlement
„ Report on employee entitlement balances.

NOTE : Show Me How movie If you want, you can view a movie demonstrating these
features. For more information, see ‘Show Me How new feature demonstration movies’
on page 10.

Automatically adjust base pay amount details when

employees take leave
You can now set an option to automatically adjust base pay details when you record
employee leave. With this option set, the base hours (for hourly employees) or the
base salary (for salaried employees) is reduced by the number of leave hours
recorded.
Before you can automatically adjust base pay amounts, you need to set up the
wage category you use to pay leave.

To set up wage categories to automatically adjust base pay amount

details
1 In the Payroll command centre, click Payroll Categories. The Payroll
Category List window appears.
2 Click the Wages tab. A list of wage categories appears.
3 Click the zoom arrow ( ) next to a wage category you use to pay leave, such
as Holiday Pay. The Wages Information window appears.

EN HA N C ED L EA VE PA YM E NT A ND TRA C KIN G 15
4 Select the Automatically Adjust Base Hourly or Base Salary Details option.

5 Click OK.

Record leave information when you process your

payroll
A new Leave Tracking Information window in the Process Payroll Assistant
enables you to record leave information. You can enter the hours of leave taken, the
date the leave started and the date the leave ended. Note that you can only enter
leave tracking information for wage categories that are linked to entitlements, for
example, Holiday Pay.
Note also that if you record leave in timesheets, entering a leave date does not
change the original timesheet entry date.

To record employee leave information

1 In the Payroll command centre, click Process Payroll. The Process Payroll
Assistant appears.
2 In the Select Pay Period window of the Process Payroll Assistant, select
employees to pay and enter pay dates.
3 Click Next. The Select & Edit Employee’s Pay window appears.
4 Click on the zoom arrow ( ) next to the employee you want to enter leave
information for. The Pay Employee window appears.

16 REL EA S E N O TES
5 Click the zoom arrow ( ) in the Hours column of a leave payroll category. The
Leave Tracking Information window appears.

6 Enter the leave details.

7 Click OK.
The leave pay amount now appears in the Amount column of the Pay Employee
window.
Also, if you have selected the option to automatically adjust base pay amount
details for employees who take leave, the Base Salary amount (for salaried
employees) or Base Hourly amount (for hourly employees) is adjusted in the
Amount column. For information about automatically adjusting base pay amounts
for employees who take leave, see ‘Automatically adjust base pay amount details
when employees take leave’ on page 15.

Link multiple wage categories to an entitlement

You can now link multiple wage categories to entitlement payroll categories such as
sick leave and holiday leave. Previously, only a single wage category could be linked
to an entitlement. Linking multiple wage categories to entitlements enables you to
record different types of leave for the same entitlement.
For example, you can link a Sick Pay With Certificate wage category and Sick Pay
Without Certificate wage category to sick leave entitlement. Then, when an
employee takes either type of leave, the sick leave entitlement is reduced by the
hours taken.

EN HA N C ED L EA VE PA YM E NT A ND TRA C KIN G 17
For information about creating payroll wage categories, see your user guide or
online help.

Report on employee entitlement balances

New fields have been added to the Entitlement Balance Detail report and
Entitlement Balance Summary report to provide more information about your
employees’ entitlements.
The new fields are described below.

This field... displays the...

Paid Date payment date on the paycheque.

(Detail report only)

ID No. cheque number on the paycheque.

(Detail report only)

Period Start date at which leave began in the period of the report.
(Detail report only)

Period End date at which leave ended in the period of the report.
(Detail report only)

Opening Hours opening entitlement balance in hours before leave was taken.

Hours Accrued number of leave hours accumulated in the period of the report.

Hours Taken number of leave hours taken in the period of the report.

Available Hours balance in hours of the entitlement after Hours Taken.

Also, you can now filter the report within a specific date range. Previously, you
could only filter the report by calendar month.

18 REL EA S E N O TES
Prior year reporting of payroll
information

MYOB Accounting Plus only

You can now retain and report prior year payroll information.

Retain prior year paycheque information

When you start a new financial year, you can now select an option to retain
paycheque information from prior years.
In the Closed Transactions and Other Entries window of the Start a New
Financial Year Assistant, select the Keep Paycheques from Prior Financial Years
option and then select the financial year from when you want to keep paycheques
in your company file. For example, if you’re closing the 2008 financial year, and you
want to retain all paycheque data for that year, select FY 2008.

After you have saved paycheque details from a financial year, you will be able to
view payroll reports containing information for the saved periods. For more
information, see ‘View prior year payroll reports’ on page 20.

PR IO R YE AR REP O RTI NG OF P A YRO LL IN F O RM A TIO N 19

Purging paycheque information If you want to purge paycheques at a later
date, you can do this when you purge journal entries at the end of a period or as
part of company file maintenance. In the Purge Journal Entries window, deselect
the Keep Paycheques option and purge journal entries as you normally would.

NOTE : Show Me How movie If you want, you can view a movie demonstrating this
feature. See ‘Show Me How new feature demonstration movies’ on page 10.

For more information about purging data or starting a new financial year, see your
user guide or online help.

View prior year payroll reports

If you have started a new financial year using this version of MYOB software, and
you selected the option to keep prior year paycheque information, you can now
view saved payroll details in the following reports.
„ Payroll Register Summary
„ Payroll Register Detail
„ Superannuation Accruals by Category
„ Superannuation Accruals by Fund Summary
„ Superannuation Accruals by Fund Detail
„ Employee Superannuation Advice Summary
„ Employee Superannuation Advice Detail
„ Payroll Summary
„ Entitlement Balance Summary
„ Entitlement Balance Detail
For more information about viewing payroll information, see your user guide or
online help.

20 REL EA S E N O TES
State or territory payroll tax

MYOB Accounting Plus only

You can now calculate your state or territory payroll tax amounts using the payroll
information in your MYOB software. After you have set up your payroll tax details
and recorded your payroll, you can then run a report to display the payroll tax due
for a period. Note that you can only set up payroll tax for one state or territory in
each company file.

NOTE : Show Me How movie If you want, you can view a movie demonstrating this
feature. For more information, see ‘Show Me How new feature demonstration movies’
on page 10.

To set up state or territory payroll tax details

1 Go to the Setup menu and choose General Payroll Information. The General
Payroll Information window appears.
2 Click Set Up Payroll Tax. The Payroll Tax Information window appears.

3 Select your state or territory.

4 Enter your payroll tax registration number and payroll tax group number.
5 Enter the threshold details and payroll tax rate for your selected state or
territory.

STA TE OR TE RRIT O RY PA YR OL L TA X 21
6 In the list at the bottom of the window, select the payroll categories to be
included as taxable wages. Amounts recorded against these categories will be
the basis for payroll tax calculations.

NOTE : If you are unsure about what to include as taxable wages If you are
unsure which payroll categories should be included as taxable wages, contact your
state or territory revenue office.

7 After you have entered your payroll details, click OK.

For more information about payroll tax, see your user guide or online help.

New tax table validity tests

MYOB Accounting Plus only

New validity tests have been added to ensure that the tax tables:
„ have been loaded correctly
„ include the current ATO updates
„ are compatible with your version of MYOB software.
Failing to load tax tables properly, or loading the wrong tax tables, will result in
incorrect payroll tax calculations.
If the tax table you are loading, or the MYOB software you are using, is outdated, a
window appears with the option to check the MYOB website for updates.

22 REL EA S E N O TES
User access restrictions

You can now restrict user access to:

„ the Undo Bank Reconciliation function
„ [MYOB Accounting Plus only] employee information, such as employee payroll
and billing details, employee contact logs and employee reports.
The following example shows how to restrict user access to employee information.

NOTE :Restrict access to all employee information If you want to prevent a user from
viewing all employee information, you should also restrict their access to reports that
contain employee information.

U S ER AC C E S S R ES T R IC TI O N S 23
Print preview forms
The print preview feature enables you to check the details of your forms before
printing. Previously, you could only view forms with sample data.
The following table lists the forms you can preview.

Window Form

Sales • Quote
(all layouts except Miscellaneous) • Order
• Invoice

Purchases • Quote
(all layouts except Miscellaneous) • Order
• Purchase

Spend Money • Cheque

• Remittance Advice

Pay Bills • Cheque

• Remittance Advice

When you enter a transaction and are ready to print a form, you can preview the
form by clicking Print and choosing a preview option. Note that the transaction will
be recorded before you preview the form.

24 REL EA S E N O TES
New form and report options

You can now:

„ Itemise your invoice statements
„ Include debits and discounts on remittance advices
„ Filter customer statements by statement date
„ Save more filter settings for customised reports.

Itemise your invoice statements

You can now show details of payments, customer credits and discounts that have
been applied to each invoice on your customer statements. Before you can show
these details, you need to set the itemised payment option and add payment fields
to your invoice statement forms.
You can add the following fields to your forms.

Field Description

ID No. Displays each invoice number and each transaction ID

for payments applied to the invoice.

Payments - All Types Displays all payments applied to each invoice,

including credits, discounts and payments received.

Payments - Credits Applied Displays all credits applied to each invoice.

Payments - Discounts Applied Displays all discounts applied to each invoice.

Payments - Received Payments Displays all payments received for each invoice.

This feature is not applicable to activity or other statements.

For more information about customising forms, see your user guide or online help.

NOTE : Show Me How movie If you want, you can view a movie demonstrating this
feature. For more information, see ‘Show Me How new feature demonstration movies’
on page 10.

N EW F O RM A N D REP O RT OP TI ONS 25
To set the itemised payment option
1 Go to the Sales command centre and click Print/Email Statements. The
Review Statements Before Delivery window appears.
2 Click Advanced Filters. The Advanced Filters window appears.
3 Select the Show Itemised Payment Details for Each Invoice option and click
OK.

4 Continue printing your statement as you usually do.

Include debits and discounts on remittance advices

You can now show debit and discount information on your remittance advice forms
to help your suppliers process supplier debits and refunds. Before you can show this
information, you need to add fields to your remittance advice forms.
You can now add the following fields to your forms.

Field Description

Invoice Debit Memos Displays the total of any debit memos previously posted
against the supplier bill.

Invoice Discounts Displays any amounts that have been taken as discounts
against the supplier bill. Note that the Invoice Discounts
field was previously called YTD Discounts.

Invoice Payments Displays any amounts that have been paid previously
against the supplier bill. Note that the Invoice Payments
field was previously called YTD Debits.

Invoice Total Amount Displays the original value of the supplier bill.

Invoice Total Debits Displays the value of any previous payments or debit
memos posted against the supplier bill.

For information about customising forms, see your user guide or online help.

26 REL EA S E N O TES
Filter customer statements by statement date
You can now prepare customer statements that include only invoices and
transactions recorded up to a specified statement date. Previously, customer
statements included all transactions recorded up to the current system date by
default, regardless of the statement period specified.

To filter a customer statement by statement date

1 Go to the Sales command centre and click Print/Email Statements. The
Review Statements Before Delivery window appears.
2 Select the Only include invoices up to Statement Date option.

Note that this option can also be selected in the Advanced Filters window.
3 Enter a date in the Statement Date field.
4 Select the customers you want to send statements to and click Print (or Send
Email).

Save more filter settings for customised reports

When you create or use a customised report, the Advanced Filters settings and
Finishing settings you select are now saved, in addition to the Report Fields
settings. Note that you will need to re-enter the report date range the next time you
generate the report.

N EW F O RM A N D REP O RT OP TI ONS 27
Enhanced search options

You now have more options to search the Cards, Activities, Items and Recurring
Transactions lists. You can now use the following search filters.

List New filters

Cards • First Name

• Last Name/Co. Name
• Card ID
• Phone Number
• Email
• Address
• City
• State
• Postcode
• Country

Activities • Activity ID
• Activity Name
• Description

Items • Item Number

• Item Name
• Description
• Primary Supplier
• Supplier Item Number

Recurring • Transaction Name

Transactions • Amount
• Next Due

To filter a list
1 Select a filter from the Search by list.

28 REL EA S E N O TES
2 Enter a search term in the search field next to it and then press TAB. The list
displays only records that match your search criteria.

To clear the search field and return to the unsorted list, click the reset icon ( ).

Enhanced transaction editing

Previously, you could not edit supplier bill payments or customer payment
transactions after they were recorded. You can now edit some fields in the Pay Bills
and Receive Payments transaction windows—for example, you can change the
account from which a payment was made.
You can now edit the following fields.

Transaction type Editable fields

Pay Bills • Account

• Cheque No.
• Date
• Memo

Receive Payments • Account

• ID No.
• Date
• Memo

Before you can edit these transactions, make sure that:

„ the transaction can be edited. You can do this by deselecting the Transactions
CAN'T be Changed; They Must Be Reversed option in the Security tab of the
Preferences window.
„ the transaction is not recorded in a locked period. If it is, you can unlock the
period by deselecting the Lock Period: Disallow Entries Prior To option in the
Security tab of the Preferences window.

EN HA N C ED TRA NS A C TI O N EDI TI NG 29
Spell-check

You can now check your spelling when entering sale, purchase or item information.
You can check spelling in the following fields:

Window Field

Sales • Description (Service, Professional, Item and

Miscellaneous layouts)
• Notes (Time Billing layout)

Purchases • Description (all layouts)

Item • Name (Item Profile tab)

Information • Description (Item Details tab)

If a misspelled word is found when checking, the Spelling window appears.

The Spelling window displays the misspelled word and suggests a replacement.
You can choose to change the misspelled word to the suggested replacement, add
it to your dictionary or set the spell-check feature to ignore it.
You can set a preference to automatically check spelling (see ‘To set spelling
preferences’ on page 32) or you can manually check spelling by clicking Spell in
the transaction window or the Item Information window.

30 REL EA S E N O TES
Set spelling preferences
If you want, you can customise your spelling preferences. For example, you can set
a preference to ignore words with numbers or change the main dictionary
language.
The following spelling preferences are available.

Select… to…

Ignore words that ignore words with initial capitals, such as proper names, place
start with capitals names, company names and product names.

Ignore all-caps ignore words entered in capitals, including acronyms (e.g., ATO,
words MYOB, GST, PC).

Ignore words with ignore combinations of words (or letters) and numbers (e.g., P35,
numbers Code231).

Ignore words with ignore words with a mixture of upper and lower case letters (e.g.,
mixed case BusinessBasics, iMac).

Ignore Internet and ignore combinations of words, letters, numbers and characters
email addresses typical of website and email addresses (e.g., www.myob.com.au).

Report repeated report instances of two or more repeated words (e.g., the the).
words

Case sensitive check different cases of the same word (e.g., ‘Service’ and ‘service’
are treated as two separate words).

Suggest split words suggest two replacement words for a single joined word (e.g., ‘it is’
for ‘itis’).

Auto correct automatically replace common misspellings (e.g., ‘teh’ is replaced

with ‘the’).

Main dictionary set the main dictionary language used by the spell-check feature
language (e.g., British English or American English).

S P EL L -C H EC K 31
To set spelling preferences
1 Go to the Setup menu and choose Preferences. The Preferences window
appears.
2 Click the Windows tab.
3 If you want to automatically check spelling select the Automatically Check
Spelling in Text Fields Before Recording Transactions option.
4 Click Spelling. The Spell Check Preferences window appears.

5 Set the preferences you want and click OK.

32 REL EA S E N O TES
Changes to the STS (simplified tax
system)

For the 2007-08 and later income years, the simplified tax system (STS) has been
replaced by the small business entity provisions. All references to the STS in your
MYOB software have been replaced with references to small business entity.
Note that the I Use the Simplified Tax System (STS) option in the Reports &
Forms tab of the Preferences window has been renamed I Use the Small Business
Entity Income Tax Concessions in the new version of MYOB software. If you have
previously selected this option, it will remain selected when you upgrade your
company file.

For more information about this change, or to confirm your eligibility, contact the
ATO.

C HA N GES TO TH E ST S (SI M PL I F IE D T A X S Y S T EM ) 33
34 REL EA S E N O TES