MYOB Business release history

Payroll

Helping you stay compliant with Single Touch Payroll Phase 2 (Australia only)
STP Phase 1 was switched off 27 February. So, if you haven't switched to STP Phase 2, you need to do so now to continue reporting to the ATO. How to move

See outstanding PAYG withholding at a glance (Australia only)
There's a new widget on the dashboard that shows how much PAYG tax you've withheld from employee pays. This handy snapshot means you no longer need to go searching for this info when it's time to lodge your BAS.

Suppliers

Wise bank account numbers are now supported for suppliers (New Zealand only)
You can now enter a Wise bank account number in the supplier's contact record.

Invoicing

• Get paid faster
  Payment methods, like bank deposit and cheque, are now shown on customer's statements, making it easier for them to pay your invoices.

  

• (Online Payments, Australia only) More control over payment methods
  You can now enable or disable BPAY payments on recurring invoices.

  

Bug fixes

We fixed an issue where the bank reconciliation would freeze when trying to reconcile too many transactions. You'll now see a helpful message telling you to choose an earlier reconciliation date to reduce the number of transactions.

Payroll

Quicker employee setup (New Zealand only)
If your business is set up for payday filing, new employee details are now automatically sent to Inland Revenue. This means you no longer have to also set up new employees in your myIR portal. There's a new tab in the Payday filing page to see your employee submissions. More about sending employee details to IR.

Security

Helpful nudge in reports before screen locks saves you having to sign back in
Five minutes before the inactivity screen lock, a message will appear at the top of any report you have open. This gives you a chance to resume working before the screen locks.

Banking

Helping you keep bank details up to date
You'll now see reminders in the Banking hub if any details are missing for your bank accounts, like the financial institution. This helps to keep your account details up to date and provides better visibility of your bank accounts in the one place.

Connect your Great Southern Bank Business + accounts (Australia only)
If you have a Great Southern Bank Business + account, you can now set up bank feeds for it in MYOB Business. You can apply via your internet banking. How to apply

Security

Helpful nudge before screen locks saves you having to sign back in
Five minutes before the inactivity screen lock, a message will appear at the top of any tab you have open. This gives you a chance to resume working before the screen locks:

Sales

Easier to identify different types of sales
MYOB Business Pro and Lite only
You can set up a different prefix and numbering sequence for your invoices, quotes and sales orders.

Banking

Smarter auto-matching of money transfers
If you transfer money from one account to another, the bank transaction will now be automatically matched to the relevant MYOB Business transaction.

Easily reconnect BNZ bank feeds
AccountRight browser users, New Zealand only
BNZ have changed their bank feeds to use a new API-based system. So you can continue using your BNZ bank feeds, we've released the ability to reconnect them.

Store more details about your bank accounts
When you create a new category that is a bank account type, you can now indicate what the account is for, like a savings account, and the financial institution. If you haven't entered these details for a bank account, you'll see a reminder in the Banking hub.

Security

Keeping your data safe when you're not around
Online data security is a big deal – so after 20-30 minutes of inactivity in MYOB Business, the screen will lock and become blurred. This prevents unauthorised access (and prying eyes) from your valuable business data. To keep working, just sign back in. More about the inactivity screen lock

Banking

• One-stop shop for staying on top of your banking
  The Banking hub is your starting point to make sure that your books reflect what's really going on in your accounts. Connect a bank account, manage your bank feeds and see if there are any bank transactions you need to categorise. This replaces the Manage bank accounts page. More about the Banking hub

  

• Smarter auto-matching of refunds
  If you give or receive a refund from a customer or supplier, the bank transaction will now be automatically matched to the relevant MYOB Business transaction.

Payroll

• Add your business logo to pay slips
  If you have a business logo, you can upload it into MYOB so it appears on all your business documents, including pay slips. Once you upload your logo via settings (⚙️) > Business settings > Brand settings, it'll appear in the top-right corner of all pay slips you generate from MYOB (except the ones you've already saved or emailed).

  

Banking

Smarter auto-matching of supplier bills
We've improved bank feed automatic matching to use the supplier invoice number in the bank transaction description to match the supplier invoice number entered in the bill payment in MYOB.

Business logo on new files

Making sure your new business file reflects your brand
You're now prompted to add your business logo via settings (⚙️) > Business settings > Brand settings when you start using a new MYOB Business file. This lets you communicate your brand and business details on your invoices, quotes and statements as well as brand your business reports. More about uploading a logo to represent your brand

Usability improvements

Sensible default when creating a new supplier
When you create a new supplier, the option to designate them as a Company or Individual is now selected as Company by default. This reflects that most suppliers are companies.

Bug fixes

• Fixed an issue that prevented all lines in a general journal transaction appearing as possible matches in the Bank transaction page > Match transaction tab.

• When you select Budget as a report option in the Profit and loss report, the figures in the Budget column are now aligned.

Security

Helping you keep your online data safer
Two-factor authentication (2FA) is a key way we keep your data safe. To meet the latest security challenges, we've removed the option to remember your device for 30 days when entering a 2FA code. Instead, you'll now need to sign in and enter a 2FA code at least once every 24 hours. So, if you work in MYOB Business daily, you now need to sign in and complete the 2FA check each day. More about security improvements.

Payroll

• More informative pay slips
  The Year to date gross pay field has been added to pay slips. This provides better visibility to you and the employee of their taxable earnings for the financial year. The value includes both the taxable gross payments processed through pay runs and any pay history you might have entered for the employee when you started using MYOB Business.

  

Bug fixes

• We fixed an issue where bank feed transactions were not appearing in AccountRight desktop but they were still appearing in the browser. Bank feeds are now consistently appearing in both the desktop and browser.

• We fixed an issue that could have caused an out of balance in the General ledger report. Previously, a debit and a credit posted to the same category sometimes showed incorrectly as a one sided entry.

Payroll

• Leave liability at a glance
  The new Leave liability report shows the estimated leave owing for employees at a specific date. This is super helpful to check what's owed to employees who are leaving or to see your company’s total leave liability. More about the leave liability report.
  

  

• Employee address now on pay slips
  Seeing the employee's address on their pay slip is a handy way to maintain accurate records. Both you and the employee can see at a glance what address you currently have on record for them.
  

  

Sales

• More invoice customisation
  Change the appearance of your invoices by hiding columns, changing the column headings and adjusting the display order. More about customising invoices.
  

  

Banking

• Easier to identify bank feeds
  We've added a Reference column to the Bank transactions page to show the supplier invoice number or customer invoice number for your bank feed transactions. This makes it easier to identify the MYOB bill or invoice the transaction relates to.

• Smarter auto-matching
  We've improved bank feed automatic matching to use the bank transaction description to match with invoice numbers and customer names more intuitively. There's more improvements to matching coming in future releases – so watch this space.

• More options for connecting credit cards
  When you connect a credit card to MYOB, you can now link it to a liability category in your category list (chart of accounts).

• More reliable BNZ bank feeds
  If you've connected a BNZ account to MYOB, you'll need to reconnect the bank feed to use BNZ's new bank feed service. How to reconnect a BNZ bank feed. It's now also easier to set up a BNZ bank feed via your internet banking.

Bug fixes

• Users who are only assigned the Contacts role will no longer see the ‘Something went wrong' error when signing in.

• We fixed a bug that was preventing the sales template preview from displaying for new MYOB business files

• Because of an issue preventing editing of the Tax code column heading is sales templates, we've turned off the ability to edit that column heading.

Payroll

• Leave balances at a glance
  The new Leave balance report gives a snapshot of your employees' leave entitlement balances as of today. Previously this was only available within each employee's record – but it's now quickly accessible in one convenient place (Reporting menu > Reports > Payroll tab).

  

Sales

• Easier to save and share quotes
  We've moved the save and share options in quotes to the top of the screen. This simplified layout helps get your quotes created and sent faster. More about quotes

  

• More sales template customisation options
  Personalise your invoices, quotes and statements even more with the ability to add your business's terms and conditions. You can now also upload multiple business logos and header images so you can choose different ones for different templates. More about personalising invoices

  

Purchases

Avoid duplicate bills
If you're creating a bill manually or from an uploaded document, you'll now be warned if the Supplier invoice number has previously been used.

Banking

Faster bank transaction categorising
As you're categorising transactions, you can now refresh the Bank transactions page. This reduces the clutter by removing the transactions you've categorised, and leaving the ones you need to focus on.

Sales

Easier to save and share invoices
We've moved the save and share options in invoices to the top of the screen. This simplified layout helps get your invoices created and sent faster.

New vertical menu and simplified language

We've moved the menu to the side and used simpler labels to make it easier to find your way around. We've also replaced a lot of technical terms with more familiar words. Discover all the changes.

Two-factor authentication enhancements

Avoid getting locked out by setting up another 2FA method
Give yourself more options to sign in by setting up more than one 2FA method. For example, you could set up SMS 2FA on your phone and the 2FA authenticator app on a tablet. Then, if you don't have your phone handy and can't receive SMS, you can still get your 2FA code using the authenticator app on the tablet.

Reset 2FA without having to contact MYOB Support
Once you’ve set up another 2FA method, you’re able to change your 2FA settings yourself:

In the Account security section of My Account, you can easily change your 2FA phone number for SMS 2FA, re-link or change your authenticator app, or set up authenticator app on a new phone.

Banking

A faster way to connect your BNZ accounts
When connecting your BNZ bank or credit card accounts to MYOB, you can now apply via your internet banking, making the setup much faster. Find out how to apply.

Bug fixes

• In the Balance sheet report, if you click to view a category's transactions, the report date range is now remembered. Previously the transaction list was being dated from the first day of the current month – which may have resulted in no transactions showing.

• When preparing to lodge your GST return in MYOB Business, the total sales and income now matches the GST Return report.

• In the General ledger report, inventory adjustments now show both the debit and credit amounts against the inventory asset account.

Payroll

Payday filing – helping you stay compliant
When you record a pay, if your business IRD number is missing, you'll see a warning and steps on how to fix it. This ensures the pay includes your IRD number which is required by IR for payday filing.

Sales

Customise what you see in your invoice and quote lists
Use the new Column options button to show, hide and rearrange columns. Each user can save their own view so it's remembered each time they go to these pages.

Banking

Do more from the Bank transactions page
Many common banking functions, like Import statement and Bank rules, are now available from a quick access menu. Click the ellipsis button (...) to quickly access these tasks from the one place. We've also decluttered the page by moving the Reconcile account button to the top-right corner next to the quick access menu.

Payroll

Keeping you compliant for EOFY
You can now enter pays for the 2024/2025 payroll year and the ACC earner levy rate and threshold and student loan repayment threshold have been automatically updated. These changes will apply for pays dated 1 April 2024 or later. Here's all the details.

Sales

Preview an invoice before downloading it
When you export or download an invoice PDF, you can now click View PDF to see a preview.

Banking

Quick access to banking features
We've added a quick access menu to the Bank transactions page, giving easy access to bank feed rules and reports. Just click the ellipsis button (...).

More flexible GST returns

Save a draft
If you need to stop doing a GST return report, just click Close to save it as a draft and come back to it later. When you reopen the draft you're prompted to review any changes that have been made that affect it.

Refresh the GST return report
If you make any changes to transactions while you've got a GST return report open, just click Refresh to update the report with your changes.

Usability improvements

Stay up to date when we release something new
When we've released an update for MYOB Business, you'll now see a red dot next to What's new in the help panel (displayed by clicking the question mark icon in the top-right corner).

Bug fixes

Field 22 in the AIM form now shows the total gross value of salary and wages paid with a payment date within the AIM statement period

Bug fixes

We fixed an issue that was causing help links to open on the same browser tab as MYOB Business. Now when you click a help link, it'll open on a new browser tab.

Usability improvements

Even more help where and when you need it
We've added more clickable help links where you might need a little extra info, like fixing a pay or an out of balance reconciliation. Look for the blue links with question marks.

Smarter searches
When you click the help icon and start typing a search, we’ve improved the list of keywords that are used to present matches to information or features that you're looking for. You can now open the search results in a new tab or window, which leaves your original search results available.

Clearer GST processes
When you GST return, you'll see we've renamed Finalise to Save at the end. There's now also a clear message that reminds you to lodge the GST return. Also, during the GST return process you'll now see links to view or edit transactions so you can easily check or change things when preparing the reports.

Reports

New bank activity report
We've added the Bank activity report so you can see all transactions that have been allocated to bank or credit card accounts. All transactions are shown in the report regardless of how they've been entered. This is compared to the Bank transaction report, which only shows bank transactions entered via bank feeds or imported bank statements. This is handy if you haven't been using feeds or importing bank statements.

Spend less time filtering reports
We've improved filtering in reports so that the filters you choose are remembered in each report. The filters in one report won't affect the filters in another.

When you open the following reports for the first time, the filters are now set to the most commonly used settings, but you can change them if you like, and they'll be remembered:

• Account list

• Bank transaction report

• Coding report

• Bank reconciliation report

• Statement of cash flow

• Cash movement

• Category general ledger

Sales

Attach files to sales
You can now attach PDF, TIFF, JPEG or PNG files to the Attachment section of invoices, sales orders, or quotes. Attached files are included if you email the sale.

Bug fixes

• We fixed an issue on the Reconcile accounts page that was causing the amounts to be misaligned under Withdrawal and Deposit.

• The running balance on the Bank transactions report now matches the last bank feed balance provided by your bank.

• If you re-download an electronic bank file that you've already downloaded, it's now downloaded in the correct format. Previously, the files were being re-downloaded as ABA files, which is an Australian format.

Usability improvements

Quickly get to the tasks you need
When you open the help side panel, the search box now lets you go to the place in MYOB Business you're looking for. For example, if you're not sure where to record a customer refund, just type 'refund' in the search box.

If you want to search the help, there's also a link at the bottom of the results.

More help where and when you need it
We've added clickable help links in places where you might need more information, such as fixing a pay or an out of balance reconciliation. Look for the blue links with question marks.

Reports

Retain preferred filters on the Coding and Accounts list reports
When you change the filters on the Coding and Accounts list reports, they're now remembered for next time and not impacted by other report filters.

Invoicing

Print multiple invoices from one place
The new Print PDF button on the Invoices page lets you print multiple invoices at once. Not available in AccountRight browser

Quickly show all invoices
When viewing the Invoices page, you can now choose All time as the Period to show all invoices without having to set a date range.

Helping you avoid duplicate invoice numbers
When you create an invoice with an invoice number that's already been used, you'll now see a warning.  

Dashboard

Choose whether amounts include GST
There's now a Dashboard option to show whether amounts are GST inclusive or exclusive in the Income, Expense and Financial position widgets.

Expanded insights for cash in and out
You can now choose to see the Last 6 months for the Income and Expenses widgets.

Usability improvements

You can now see what's new without leaving MYOB Business
Click the help icon and look for the What's new link at the bottom of the help panel.

Reports

Making sure GST calculates correctly in the Budget management report
If you run the Budget management report (Cash movement type) with Auto-calculate GST selected you'll be warned if the GST Clearing Account is inactive or has been deleted. You'll also see the steps on how to fix it.

Banking

Quicker access to the Bank reconciliation report
When you reconcile an account, you're now prompted to export the Bank reconciliation report from the Bank reconciliation page. Previously, you had to manually run the report and set the filters for the account you just reconciled.

Bug fixes

• The GST Return summary now correctly includes the cents. This is in line with IR requirements. 

Payroll

Give your hourly based employees the ability to submit their timesheets with the new MYOB Team app. When you approve their timesheets, they go straight into MYOB Business and are ready for the next pay run. If you have upgraded from MYOB Essentials to MYOB Business and previously used Yourpay to submit timesheets, you can now move to MYOB Team. Get started with MYOB Team.

Dashboard

The new Dashboard is back

The revamped version of the MYOB Business Dashboard is being re-introduced, after being improved to address performance. See what's new.

Bug fixes

• The Bank transactions report now only shows transactions from bank feeds or imported bank statements. Previously, it was also showing manually entered transactions.

• We fixed an issue that was preventing dragging and dropping attachments into a transaction in the Bank transactions page.

Reports

View and print with one click
We've added a View and print button to reports to generate a PDF with a single click.

More meaningful PDF file names
Reports exported as PDFs now have a more meaningful name that include your business name and the report name, like My business Pty Ltd - ProfitAndLossReport.pdf

Usability improvements

• We've made some design improvements on the Bank transactions page to make it easier to identify unallocated transactions.

Bug fixes

• We fixed an issue that caused the same error to show multiple times when running a customised Balance sheet report outside the current financial year.

GST returns

More control over your GST Return reporting
You can now accept or decline the suggested late claims when preparing in your GST Return report.

Bank transactions

Simplified matching of money transfers
When you create a transfer money transaction on the Bank transactions page, it will be automatically matched without needing to refresh the page.

More help at your fingertips
You can now click a link on the Rule type field when setting up a bank rule to display help content explaining the difference between an automated rule and an allocation template.

Keeping you informed about bank feed issues
If there's an issue affecting bank feeds, like a delay in receiving transactions, you'll now see a notification on the Bank transactions page detailing the issue. The notification is updated when the issue is resolved.

Reports

Easier to review trends across financial years in the Balance sheet report
You can now break down the Balance sheet report across financial years to compare data and show trends. Previously, you could only break down the report for one financial year.

Get a clearer break down of leave in the Payroll register and Payroll activity reports
The Payroll register and Payroll activity reports now display leave accrued and taken. Previously, these reports only had one Leave column and it wasn't clear to users what value it represented.

Bug fixes

• When you sort the Users page, Remove access and Cancel/Resend invitation now works on the correct user.

• You can no longer match or allocate transactions for a new bank feed until you've linked the bank feed to an MYOB Business account.

• The Reconcile link on the Bank transactions page now displays correctly when you resize the page.

• We've aligned columns in the GST report and General ledger report so that amounts line up with column headings.

• Reports that are exported to excel or PDF now correctly show negative numbers in brackets if this option has been selected. 

Performance improvements

• We have removed an exception alert message that briefly appeared from the top of some reports, like the Balance sheet, Profit and loss and Unpaid bills reports. This will improve the loading time of these reports.

Sales orders

You can now email sales orders
Get your sales orders out faster by emailing them when you create them, or later. Just as with invoices, you can add attachments or email to multiple addresses.

Usability improvements

• You'll now see a message that customised and consolidated GST codes are not included when preparing the reports for your GST return.

• Clicking Overdue invoices in the Up next section on your Dashboard opens the Invoices page, which will now show just your overdue invoices.

• Easily identify credit notes on the Invoices page with the new credit note  icon in the Amount column.

• When scrolling down the Bank transactions page, the column headings now remain visible, making it easier to identify the columns.

• We've made the Possible match found text on the Bank transactions page more visible by changing the text to purple.

Bug fixes

• The Trial balance report now shows the YTD column instead of the As at date when comparing periods. 

• We've temporarily removed the KiwiSaver payable and PAYE withholdings payable Dashboard widgets while we investigate why they were affecting performance.

• Fixed an issue that was preventing report packs working if they included a Payroll summary or Payroll activity report.

• Clicking Possible match found on the Bank transactions page now shows the Match transaction tab with a list of possible matches (instead of the Allocate tab).

• Unnecessary horizontal scroll bar no longer appears when you expand a transaction on the Bank transactions page.

• When you expand a transaction on the Bank transactions page the headings and contents of each column now align.

Performance improvements

• To make the Dashboard load faster, Income and Expenses data for the last 6 months no longer appears.

Sales

See the activity of your sales orders
At the bottom of a sales order, you'll now see a More information section, showing the activity on a sales order, like when it was created and converted to an invoice.

GST return 

Complete your returns faster with fewer errors
You're now stepped through completing your GST return report and you'll see transactions that were added, edited or deleted in the previous reporting period. These are now displayed in the new Late claims report, to help balance your end-of-year GST reconciliation. Learn more.

Reports

Trial balance report now shows Year to Date (YTD) balances when comparing periods. When comparing periods, YTD debits and credits are combined into a single column.

Bug fixes

• When you edit text in the Bank statement description field on the Bank transactions page, the edited description now changes to purple indicating that it's been changed. When you hover over the edited description, you can see the original text.

• You'll no longer see an error message when editing header accounts.

• Transaction reference numbers that are 13 characters long are no longer truncated when matching on the Bank transactions page.

• Created from sales order no longer appears twice in invoice Activity history when you record a payment against a sales order in AccountRight desktop and then convert the sales order to an invoice in AccountRight browser. (AccountRight Browser)

Usability improvements

A refreshed look and feel
We’re rolling out a refreshed user interface that gives you a modernised user experience. It includes a new typeface and updated colour palette to improve accessibility with increased contrast and legibility, making it easier to complete your tasks.

More meaningful PDF filenames
Downloaded invoices, bills and quotes now have more meaningful names that include the reference number, like Invoice-00000328.pdf

Sales

Save time by setting a customer's default payment terms
When you set a customer's payment terms on an invoice, there's an option to Remember terms for this customer. This means you don't have to manually set the terms each time you create a customer's invoices.

Know straight away when you've emailed an invoice
When you email an invoice, the Activity column on the Invoices page now shows Sending immediately so you won't accidentally email the invoice again. Previously you had to refresh the page to update the status.

Clearer field descriptions
We've added a clear description of the Unit field in invoices and quotes. We've also made the description of the payment terms setting clearer in the sales settings.

Know if you're missing required unit details
You'll now see a warning message if the No of units or Unit price fields are blank but are needed to save the invoice.

Clearer invoices statuses
Unpaid invoices past their due date now show an Overdue status, and you can filter the Invoices page to show only overdue invoices.

Bills

Better management of bill attachments
Use the new Attachments panel to keep track of all the documents related to a bill. Upload multiple files straight into a bill, see what's attached, and download or delete existing attachments.

Reports

See unallocated bank transactions in the Bank transactions report
There's now an option to view unallocated transactions in the Bank transactions report. If you select this option, when you expand an account you'll now see unallocated transactions for that account. This means the true running balance of bank accounts is now displayed and can be compared to bank statements at any specific date.

GST returns 

Save time with better error handling
If you receive an IRD response code 4 error when filing your AIM/GST return, you can now reset your IRD session to successfully file your return without needing to call support.

eInvoices

You can now receive eInvoices with multiple attachments.

Bug fixes

• When adding a new account via the Account dropdown list in the Create recurring transaction page for a general journal, the account now appears without needing to refresh the page.

• Fixed an issue that was preventing the mapping of tax codes when exporting data in Sage Handiledger or Reckon APS formats.

• Online invoice payment functionality no longer appears for New Zealand businesses. 

• Invoices with a balance of $0.49 or lower no longer show a status of Closed on the Invoices page.

• When converting a quote to invoice, the invoice issue date is now set as today’s date instead of the quote's issue date.

• Resizing the Notes to customer fields now works as expected.

• Fixed a bug that could cause a "Something went wrong" error when trying to open the Invoices page.

• You'll no longer see the Save invoice? prompt if you've made invalid changes to a closed invoice.

• PDF invoices now correctly use the Feature colour you've set in the invoice template if the option Full width header image is selected for that template.

• You can now successfully save a recurring invoice when there are more than 3 decimals in the unit price and there is more than one unit.

• The invoice status now shows as expected on an invoice when the Due date is set to Prepaid or Cash on delivery.

The Dashboard

Clearer and more helpful information

We’re rolling out a completely revised and improved Dashboard. In the new Bank accounts section, you’ll see the last-synced bank feed date and unallocated transactions for each account. Cash received and spent is included in the new Income and Expenses sections. And if you’ve upgraded from MYOB Essentials, we’ve brought back some favourites.

Eventually, all MYOB Business and AccountRight browser users will have these and many other enhancements – find out about the new Dashboard.

Sales

Create sales orders to put items and services on order
Use sales orders to create a centralised record of your customer orders that you can pull up at any time, anywhere. When you enter a sales order for an inventoried item, it's marked as committed to customers, helping your purchasing department make informed inventory ordering decisions. You can use sales orders for both goods-based and service-based businesses. Learn more.

Bug fixes

• Your chosen GST clearing account now appears on the Cash movement and Budget management reports.

• Spend money attachments now show the correct file size.

• When you add a new account while you're creating a recurring general journal entry, the new account now appears in the Account field.

Bank feeds

Clearer information and guidance when setting up bank feeds
There's more information during the bank feed signup process. When your bank feed is connected, you'll see a notification on your Dashboard telling you to link it to an MYOB account.

Dashboard

Refreshed the look of the getting started tasks you'll follow when setting up a new MYOB Business file.

Bug fixes

• Pay run error messages are now displayed correctly.

• We fixed an issue that caused some bank feed rules to result in an out-of-balance bank reconciliation.

• Refund amounts applied to bills now display correctly in the Job profit and loss comparison report.

Bug fixes

• Report PDF style templates with the page layout set to Landscape and Compact now display 12 columns correctly.

• The Job profit and loss comparison report now only shows transactions related to the specified jobs.

• You can now click the cost of sales account in the Profit and loss report to see the related transactions.

• The reports in the default Management Report report pack now use the accounting method based on your report settings.

Bug fixes

• The Balance sheet report now prevents you from using the Breakdown option when in Cash mode, preventing incorrect display of breakdown amounts.

• You now receive a confirmation email when an item import has failed.

• Trial users are no longer presented with a payroll onboarding task if they've indicated they have no employees.

• The Cash movement report no longer displays an error when using the Compare to budget option.

• You can now successfully open a copied budget if the Auto calculate bank accounts option has been selected.

• The Employer deduction report can now be viewed using Safari and Firefox web browsers. 

Reports

Clearer options in the Include items filter in the Stock on hand and Item list reports to better indicate what will be shown in the report.

You can now click into inventory adjustment transactions in the Balance sheet report to see details of the adjustment

Bug fixes

• The Bank transactions page now allows account numbers to be found if they contain slashes (/).

• The GST return and GST report in a report pack now shows the correct accounting method for cash/payments mode.

• The General ledger report now shows correct amounts after applying multiple matching payment amounts to invoices and bills.

• Users can now only access reports matching their permission level. (AccountRight Browser)

• The General ledger report now shows the correct GST codes for invoices or bills containing items that have different GST codes.

• The Balance sheet report now shows the correct Variance % when comparing values to last year.

• The Balance sheet report now prevents you from using the Breakdown option when in Cash mode, preventing incorrect display of breakdown amounts.

• You now receive a confirmation email when an item import has failed.

• Trial users are no longer presented with a payroll onboarding task if they've indicated they have no employees.

Payroll 

You can now pay your employees in MYOB Business
Pay your employees, keep track of leave and stay compliant with PAYE and KiwiSaver. Find out more about payroll.

Easier to expand an employee's pay during a pay run
You can now click anywhere in the row to view or change the details of that employee's pay. Previously you could only click the dropdown arrow to do this.

Inventory

Include all your inventory items in reports
You now have the option to show items with a zero quantity or value in your inventory reports. This gives you a more complete view of your inventory.

An item name is no longer mandatory when creating an item.

The current value of inventoried items is now shown in your items list.

Inventory -  account info message has been updated on invoice screen. Account info message has been updated on invoice screen  for creating and updating invoices. 

Reports

Clearer report names and descriptions
The Receivables with tax and Payables with tax reports are now called the Receivables reconciliation with tax and Payables reconciliation with tax reports. We've also improved the descriptions of these reports, along with the descriptions for the Unpaid invoices and Unpaid bills reports.

Banking

Transactions from the previous financial year will now be included when you import a bank statement.

Bug fixes

• If you're missing a linked account and trying to create an invoice or bill, you'll now see a clear message guiding you to set the linked account.

• When creating a purchase order via the reorder report, the item name now appears as expected in the Description field of the purchase order.

• Fixed an issue in the Banking reconciliation report that was incorrectly assigning cheques and deposits, causing the Expected balance on statement to be calculated incorrectly.

• A user with the Purchases role can no longer access the prepare electronic payments feature. This removes the possibility of a user without payroll access seeing employee pay amounts.

• Fixed an issue that was causing exports for accountants to include transactions for the day after the specified date range.

• Improved the error message shown if you try to delete an inventory item which has stock on hand.

Bank feeds

Easily tell when your bank hasn't sent an account balance
When your bank doesn't send an account balance with your bank feed, the Bank feed balance now shows $-- instead of $0.

Sales

Save time when entering invoices
You can now choose a default Notes to customer when entering an invoice.

Easier note management
Save changes to a Notes to customer when entering an invoice.

Reports

Easier to read exported reports
When you export a report to Excel or PDF, unexpanded rows are no longer bolded. Only the totals are bolded making them easier to read.  

Quickly see if there are customised GST codes in your GST return report 
You'll be warned that these GST codes won't be included in the report.

Bug fixes

• Transactions dated earlier than the opening balance date in your business settings no longer show in reports, regardless of the date range filters.

• Bank rules with multiple conditions no longer display display a separate rules on the Bank rules page.

• The full rate of a GST code is now displayed on the GST codes page. Previously the decimal places were hidden.

• If your MYOB business is not set up for GST, you'll no longer see the GST options when setting up a general journal recurring transaction.

• GST code description is no longer cut off when displaying the GST code list in invoices. 

• Bill payments with discounts or that were applied from supplier returns can now be opened via the bill's activity history.

• You'll no longer get an error when trying to duplicate a quote which has been converted to an invoice.

• MYE exports are no longer missing journals from the last day of the period being exported.

• Updated the tax rates used for Accounting Income Method (AIM) tax reporting for the 2022 tax year. 

Sales

• Edit customer note templates directly from invoices
  You can now save any changes you make to customer notes while working on an invoice. Previously you could only do this in your sales settings.

Inventory

• Export your items so you can update them in bulk
  You can now export the details of your items. This is a quick way to bulk update your items by editing the exported file in Excel and importing the changes back into MYOB.

• Include freight costs in sales and purchases
  There's a new Freight field in invoices, quotes, bills, purchase orders, supplier returns and customer credits to record associated freight costs.

• More streamlined item ordering
  When you print or email a bill or purchase order, the Supplier item ID will appear on the PDF (if you've enter it in the item), making it easier for your supplier to identify their item.

• Quickly duplicate items
  If you need to create similar items, duplicate an existing item then customise it as required.

• Always use the right account for your items
  When adding an item to a sale or purchase, the income or expense account you've set for the item will always be used. If you need to change this account you'll need to do it in the item.

GST codes

• More flexibility in your GST codes
  You can now change the GST type in your GST codes.

Reports

• Smarter GST reporting
  The GST report and GST return report are now automatically filtered according to the accounting method and frequency chosen in your GST report settings.

• Improved security
  Users can now only see the reports they're permitted to see based on their user access settings.

• Find the right report faster
  The search function in the reports list now looks at report descriptions and not just report titles.

• Consistent headings in exported reports
  When a report is exported to PDF or Excel, the column headings match those shown in the report in MYOB.

Bug fixes

• The chosen accounting method now displays correctly in the Balance sheet and Profit and loss reports.

• New business files in New Zealand now contain the correct default linked accounts. 

• Files exported for accountants no longer cause an out of balance when imported.

• Fixed an issue in invoice and quote PDFs that caused the Unit column to be missing and the number of units and amounts for lines where the unit price is $0.

• Fixed an issue that resulted in incorrect line amounts when changing the Tax inclusive/exclusive option and the tax rate was negative and larger than 100 (such as setting ABN tax code to -147%).

• Tax amounts are no longer duplicated in the Customer sales (detail) report where an invoice has multiples lines.

• Editing detail accounts no longer changes the parent header account. (AccountRight browser)

Banking

• Quickly identify hidden bank feed transactions (AccountRight browser)
  You can now view bank feed transactions you've hidden in your AccountRight desktop software.

GST codes

• It's easier to keep your GST codes list tidy
  You can now delete GST codes that haven't been used in transactions, accounts, items or contacts. Find out more

Bug fixes

• The Coding report no longer shows duplicates of some matched transactions. The totals on this report now match those on the Bank transactions page.

• The Bank reconciliation report now shows the outstanding deposits and withdrawals, as well as the expected balance, for liability accounts like credit cards and loans.

• Only the Advisor user from a practice will appear in the Users list after upgrading. Other users from that practice will now always be hidden if they have the same practice email domain name. (MYOB Essentials upgraders)

• You can now export the Job profit and loss comparison report as a PDF or Excel file when you choose a single job or select the Consolidate jobs option.

• If you invite another advisor with the same email domain, it will no longer be duplicated on the Users page. 

• When you create an item with the Buying price is option marked as Tax exclusive and include it in a purchase order it now calculates the price correctly. 

GST codes

• Easier to track the taxes that apply to your business
  You can now create new tax/GST codes (except consolidated ones) to suit your business needs. Find out more

Reports

• Easier to read exported reports. If a report is exported to PDF and has more than one page, the column headings now appear on all pages. Also, wrapped text in longer columns will now start on a new page, to keep the related info together.

• More efficient report packs. If a custom report is included in a report pack, the date range for the report pack is used for all reports in the pack – including the custom report.

• Quickly identify if the exported Balance sheet is using the Cash accounting method. If you export the Balance sheet report for the Cash accounting method, the report will display Cash mode in the PDF or Excel file.

Contacts

• Save time entering CC email addresses every time you email
  You can now save one or more CC Email addresses in your customer and supplier contact records.

• Avoid errors when entering email addresses in contacts
  If you accidentally put a space at the start of an email address, this will no longer cause and error. You'll quickly see if you've entered the same email address twice.

Sales

• Keep your customer notes list free of duplicates
  If you try to create a note that has the same note name or note text as an existing note, you'll see a message and won't be able to save it. This keeps your notes list easier to manage.

Bank transactions

• Easier to match bank transactions
  If a close match isn't found when matching a bank transaction, you can see other transactions you can match to without having to change the Show filter.

Bug fixes

• Fixed an issue where the 3-letter code in an edited GST code wasn't being saved as capitalised.

• When you export the General ledger report, the option to display accounts with zero balances now works as expected.

• Changes to the Description of transaction for an allocated bank transaction on the Bank transactions page are now saved.

Sales

• Send all your invoices at once
  Select multiple invoices on the Invoices page and email them in bulk. This is great if you use  recurring invoices  or if you like to send your invoices in a batch on a particular day of the week.

Reports

• Helping you avoid errors when running business reports. If you click an account total in the Profit and loss, Balance sheet or Cash movement reports and change the Date from field to before the opening balance date of your business you now receive a warning message.

Bug fixes

• When you create a note in a new or existing invoice, unsaved changes to the invoice will not be lost.

• You can now add a new line to existing general journal or spend money recurring transactions.

• When you click an account total in the Profit and loss report using the Cash accounting method, the opening balance now resets in the first financial year following the opening balance date year and displays accurate beginning and running balances.

• When you click an account total in the Profit and loss report using the Accrual accounting method, the opening balance now resets without you needing to start a new financial year and displays accurate beginning and running balances.

• When you select all transactions at once when matching banking transactions, the Match amount and Subtotal now show the expected amounts.

Electronic payments

• Easily identify and add missing account details when creating bank files
  You'll see an indicator confirming if the bank details are complete in the account you're paying from. If something's missing, you can easily add it.

Sales

• Access customer details straight from the Invoices page. When viewing your list of invoices, you can now click a customer's name to check or edit their details.

• Avoid mistakes in customer email addresses. If you enter an invalid email address in a customer's record, you'll see a warning.

Reports

• Easily see the accounting method when viewing an account's transactions in the Profit and loss, Balance sheet or Cash movement reports.

• Easier transaction review in the Profit and loss, Balance sheet and Cash movement reports. We've added the Tax amount and Balance columns when you expand these reports to view transactions.

Bug fixes

• All menu items now show consistently when accessed from the reports area

• Exports for accountants in the format of MYOB AE MAS now include quantities

• If you've moved to STP Phase 2, the Payrun activity report now shows the correct ATO reporting categories

• You can now successfully set or update the linked contact in a tax code

• The Balance sheet report, when viewed in cash mode, is now showing correct balances for the GST account if multiple credit or debit notes have been applied to an invoice or bill

• You now see the correct Beginning balance when viewing an account in the Profit and loss, Balance sheet or Cash movement reports even if there are no recorded transactions in the selected date range.

• The Favourite reports tab now shows your favourite reports when you open it for the first after logging in

• Rounding amounts in invoices no longer causes the error, 'An unbalanced transaction may not be recorded'

• You no longer receive the error, 'Accounts_IndustryShouldNotBeEmpty', when creating an account on the Bank transactions page or when entering an invoice or bill (MYOB Essentials upgraders)

Sales

• Declutter your invoice PDFs
  If you're not giving a customer a discount, the Discount column won't show when you download, print or email a PDF of your invoice.

Banking

• More accounts eligible for bank feeds. You can now apply for a bank feed when your bank account number is longer than nine digits.

• Fewer errors when entering bank account details. The bank code now defaults to uppercase (for example, 'anz' is now automatically changed to 'ANZ'), meaning you won't get an error.

Reports

• Tailor the General Ledger report to reflect your accounting method. Choose Cash as the accounting method to see your General Ledger report calculated on a cash basis.

• Better understand your GST Return report. A new disclaimer outlines what information is and isn’t included in the report.

Usability improvements

• Spend less time puzzling over errors and warnings. We've improved lots of messages in the product to make them more meaningful and helpful.

• Clearly distinguish between multiple email addresses in a contact. When you enter an email address, it's shown as a tile so that it's easier to see multiple email addresses.

Bug fixes

• When you update a recurring transaction template the tax inclusive/exclusive setting is now remembered

• Saving new default payment terms in an invoice no longer clears all payment options in your sales settings 

• Receive money transaction line amounts now display correctly based on the tax inclusive/exclusive setting

• The linked account for customer payments now appears by default when recording a customer payment

• The Balance sheet report, when viewed in cash mode, is now showing correct balances for payables and receivables accounts

• You can now create a new budget or open an existing budget if it contains inactive parent header accounts

• When creating a general journal transaction, you can now successfully prefill from a recurring transaction template

Sales

• Email invoice PDFs
  When you email an invoice, a PDF version is automatically attached.

• Set and forget invoice options
  MYOB Business remembers whether or not your invoice amounts are tax inclusive and whether you email a copy of the invoice to yourself. Next time you create an invoice, it will use the same settings.

• Duplicate or email an invoice from a locked period, without having to change lock date settings.

• Find your eInvoices quickly (Early adopters only)
  Filter by invoice type when viewing the Invoices page.

Reports

• Quickly see if you owe money to the IRD, or if you'll get a refund
  The GST Return report now shows Payment or Refund in the Total column.

• Know who owes you money and how much is due
  Expand the Receivables with tax report to see the transactions that make up each customer's balance, along with their ageing periods. Reconcile your receivables more easily using the Receivables account and Out of balance amounts.

• See who you owe money to and how much is due
  Expand the Payables with tax report to see the transactions that make up each supplier's balance, along with their ageing periods. Reconcile your payables more easily using the Payables account and Out of balance amounts.

Bug fixes

• Clicking Prefill from recurring in a receive money transaction now works as expected.

• The beginning and ending balances in the Balance Sheet, Profit & Loss and Cash Movement reports are now correct when viewing in cash mode.