myob accounting plus v18/myob accounting v18:...

© MYOB Technology Pty Ltd 2008

Release Notes MYOB Accounting Plus v18MYOB 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.

Part number: MAMP03101/v18

http://www.myob.com.au/supportnotes/upgradepre2004

http://www.myob.com.au/supportnotes/upgradepre2004

2 RELEASE NOTES

Do the following to upgrade your software.

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.

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

UPGRADING YOUR FILES 3

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.

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 files1 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.

Task See

1 Upgrade your company file below

2 Upgrade customised templates page 4

4 RELEASE NOTES

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).

UPGRADING YOUR FILES 5

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.

6 RELEASE NOTES

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:

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.

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\Setup

*.bas User-customised BASlink templates

Graphics *.bmp, *.gif, *.jpg, *.tif, *.png

Any graphics such as company logo, employee or item photos, etc.

UPDATING YOUR ODBC DIRECT DRIVER 7

Updating your ODBC Direct driverMYOB 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 supportCalling MYOB Technical Support If you subscribe to MYOB Cover, you can call MYOB Technical Support on 1300 555 123 from 7.30a.m. to 9.30p.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 9a.m. to 7p.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 websitesSupport 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.

http://myobaustralia.custhelp.com

http://www.myob.com/au

http://my.myob.com.au/

8 RELEASE NOTES

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/

http://www.myob.com.au/m-powered/

NEW FEATURES 9

New features

The following new features and enhancements have been included in this release.

Feature See

New-look MYOB online help

• MYOB online help has been updated with a new look and new features.

page 11

Email pay slips [Accounting Plus only]

• Set a pay slip delivery method for an employee• Email pay slips to employees.

page 11

Updated Payment Summary Assistant [Accounting Plus only]

• Prepare ETP Payment Summaries• Print or save payment summaries before

creating the EMPDUPE file• View the Payment Summary Verification report

before printing.

page 13

Enhanced leave payment and tracking [Accounting Plus only]

• Automatically adjust base pay amount details when employees take leave

• Track leave dates on employee paycheques• Link multiple wage categories to an

entitlement• More information in employee entitlement

balance reports.

page 15

Prior year reporting of payroll information [Accounting Plus only]

• Retain prior year paycheque information• View prior year payroll reports.

page 19

State or territory payroll tax [Accounting Plus only]

• Calculate state or territory payroll tax. page 21

Tax table tests [Accounting Plus only]

• New tax table validity tests. page 22

User access restriction • Restrict user access to employee information [Accounting Plus only]

• Restrict user access to the undo bank reconciliation function.

page 23

Print preview forms • Preview your invoices, purchase orders, cheques and remittance advices before printing.

page 24

10 RELEASE NOTES

Show Me How new feature demonstration moviesShow 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.

New form and report options

• Itemise your invoice statements• Include debits and discounts on remittance

advices• Filter customer statements by statement date• Save more filter settings for customised

reports.

page 25

Enhanced search options

• Use new filters to search lists. page 28

Enhanced transaction editing

• Edit supplier bill payments and customer payment transactions.

page 29

Spell-check • Check spelling in your sales, purchases and item information.

page 30

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

page 33

Feature See

NEW MYOB ONLINE HELP 11

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.

12 RELEASE NOTES

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.

UPDATED PAYMENT SUMMARY ASSISTANT 13

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 AssistantMYOB 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 summariesYou 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.

14 RELEASE NOTES

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 filePreviously, 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 reportYou 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.

ENHANCED LEAVE PAYMENT AND TRACKING 15

Enhanced leave payment and tracking


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 leaveYou 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.

16 RELEASE NOTES

4 Select the Automatically Adjust Base Hourly or Base Salary Details option.

5 Click OK.

Record leave information when you process your payrollA 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.

ENHANCED LEAVE PAYMENT AND TRACKING 17

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 entitlementYou 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.

18 RELEASE NOTES

For information about creating payroll wage categories, see your user guide or online help.

Report on employee entitlement balancesNew 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.

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

This field... displays the...

Paid Date

(Detail report only)

payment date on the paycheque.

ID No.


cheque number on the paycheque.

Period Start


date at which leave began in the period of the report.

Period End


date at which leave ended in the period of the report.

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.

PR IOR YEAR REPORTING OF PAYROLL INFORMATION 19

Prior year reporting of payroll information


You can now retain and report prior year payroll information.

Retain prior year paycheque informationWhen 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.

20 RELEASE NOTES

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 reportsIf 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.

STATE OR TERRITORY PAYROLL TAX 21

State or territory payroll tax


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.


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.

22 RELEASE NOTES

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


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.

USER ACCESS RESTRICTIONS 23

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.

24 RELEASE NOTES

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.

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.

Window Form

Sales (all layouts except Miscellaneous)

• Quote• Order• Invoice

Purchases (all layouts except Miscellaneous)

• Quote• Order• Purchase

Spend Money • Cheque• Remittance Advice

Pay Bills • Cheque• Remittance Advice

NEW FORM AND REPORT OPTIONS 25

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 statementsYou 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.

This feature is not applicable to activity or other statements.

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


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.

26 RELEASE NOTES

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 advicesYou 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.

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

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.

NEW FORM AND REPORT OPTIONS 27

Filter customer statements by statement dateYou 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 reportsWhen 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.

28 RELEASE NOTES

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.

To filter a list

1 Select a filter from the Search by list.

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 Transactions

• Transaction Name• Amount• Next Due

ENHANCED TRANSACTION EDITING 29

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.

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.

Transaction type Editable fields

Pay Bills • Account• Cheque No.• Date• Memo

Receive Payments • Account• ID No.• Date• Memo

30 RELEASE NOTES

Spell-check

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

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.

Window Field

Sales • Description (Service, Professional, Item and Miscellaneous layouts)

• Notes (Time Billing layout)

Purchases • Description (all layouts)

Item Information

• Name (Item Profile tab)• Description (Item Details tab)

SPELL-CHECK 31

Set spelling preferencesIf 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 start with capitals

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

Ignore all-caps words

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

Ignore words with numbers

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

Ignore words with mixed case

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

Ignore Internet and email addresses

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

Report repeated words

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

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 language

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

32 RELEASE NOTES

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.

CHANGES TO THE STS (SIMPLIFIED TAX SYSTEM) 33

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.

34 RELEASE NOTES

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