MYOB Business release history

MYOB Assist mobile app

Australia only

We're refining the app to make it even easier to use:

Introducing Service invoices
If your business provides services rather than products, you can now choose a Service layout when creating an invoice. This layout is designed for service-based work, where you bill for time, labour, or descriptions of work instead of items or quantities. These invoices are editable within AccountRight browser and MYOB Business.

Set your default invoice layout (Services or Services & Items) from the More menu.

(Online invoicing users) Send invoices with a payment link via SMS
If you use online payments, you can now send your customers a secure payment link by SMS — not just a PDF attachment. This makes it easier for customers to view and pay directly from their phone. You can send the SMS from the Save menu or by turning on the SMS option when emailing an invoice.

Automatically open your last business file
Save time every time you log in — the app now remembers the last business file you used and opens it automatically. If you usually work from one business file, you no longer need to select it from the list each time you sign in. Just select Open last business on login on the Switch business page, and each time you log in, you’ll go straight into the business file you last used.

You can still switch files anytime from More > Switch business..

MYOB Business bug fixes

• We fixed an issue that could cause errors and poor performance when categorising transactions on the Bank transactions page.

• We fixed a bug that could result in duplicate transactions when bank transfers are automatically matched.

The MYOB Assist mobile app is here (Australia)

This app is now live in Australia and replaces the existing MYOB Capture and Invoice apps. MYOB Assist helps you to unlock better cash flow. With the new app, you can:

• Capture expenses – snap a photo of a bill or receipt and send it straight to your MYOB Business Uploads (or the In Tray for online AccountRight files). Capture single or multi-page documents (up to 20 pages), ready for uploading.

• Create invoices – create, edit and send professional invoices in just a few taps – all synced in real-time with your online company file.

More about MYOB Assist

Banking

Smarter suggestions
We've improved the suggested matches on the Bank transactions page to make it quicker and easier to match your invoices and bills. MYOB Business now looks for full names in transaction descriptions, not just parts of names, so you get more accurate suggestions.

Improved auto-matching
Auto-matching no longer happens if the date of an MYOB transaction is later than the bank transaction date. Instead, you'll now see a suggestion.

Faster transaction allocation
We've made some performance improvements so that you can allocate transactions line by line faster using hot keys or moving quickly down the page.

Less clutter
We've removed some annoying success messages from the Bank transactions page so you can work with fewer disruptions.

Payroll (Australia)

See jobs in past pay runs
When you look at an employee's previous pay, you'll now see if any jobs were assigned and the job allocation.

Banking (New Zealand)

Quicker setup of BNZ bank feeds
BNZ improved how their bank and credit card accounts connect to MYOB. This means you can now connect a BNZ account to MYOB Business faster by applying online. Previously you needed to fill in and submit an application form. Connect a BNZ account

Banking

Save time with a smarter Bank transactions page
We’re gradually rolling out changes to the Bank transactions page to make matching faster, smarter and less manual. If you don’t see these changes yet, they’re not far away:

• Category suggestions save you time and guesswork MYOB Business uses artificial intelligence to learn from how you previously matched a transaction to a category to suggest a matching category the next time a similar transaction comes in. This saves you from searching for a category to match it to.
  
  You can accept the suggestion with one click (or easily choose another category from the list).

  

  When you accept a category, MYOB Business creates the matching transaction record for you.

• Simpler teminology With the introduction of category suggestions, we’ve replaced ‘categorising’ with ‘matching’. Now, you match bank transactions to a category.

• Better searching We’ve simplified and improved the search filters. Use the Not matched filter to show all bank transactions waiting to be matched. You can also filter the transaction list by suggestions, automatches, or transaction types.
  

  

  These changes are still being rolled out to all businesses, but here's how you work with the new design.

More reliable bank feed delivery times
The daily delivery of transactions from your connected bank accounts now happens by 11am each morning (Melbourne time). This gives you up-to-date banking data sooner, so you (or your automated bank rules) can take care of matching and categorising earlier.

Payroll

Reminder: Helping you stay compliant for the 25/26 payroll year (Australia only)
As we mentioned last month, we've taken care of all these changes for the 2025/26 payroll year:

• Tax tables – the 2025/26 tax tables have been automatically updated and will apply for pays dated 1 July 2025 onwards. You'll see the new tax table date in your General payroll information after processing your first July pay (settings (⚙️) menu > Payroll settings > General payroll information tab).

• Super rate increase to 12% – the super guarantee rate has gone up to 12% from 1 July, but there's an easy way to make sure this increase happens automatically.

• Lump sum E threshold removal – From 1 July, any payment of back pay is considered a lump sum E. Previously this only applied to back pay exceeding $1200.

Undo manual changes to pay history (Australia only)
An employee's pay history shows what they've been paid in pay runs, so should never be tampered with. We've added the ability to Undo manual changes in an employee's Pay history to easily remove any changes that have been entered manually (maybe trying to fix a pay). Previously you needed to contact us for help to undo these changes.

New workers compensation report (Australia only)
We're adding a new report that helps prepare wage estimates and declarations required by workers compensation providers. Use the report to generate the payroll information needed when starting or renewing a workers compensation policy. You'll find the report via the Reporting menu > Reports > Payroll tab.

Account management

Easier MYOB account update processes
We've made it easier to update the relationship your business has with MYOB, whether you want to:

• Change your business name

• Change the primary contact on an MYOB account

• Request access to MYOB software for an insolvent company

• Request access to MYOB software for a deceased estate

• Transfer ownership of MYOB software

Clearer change of details forms and help topics guide you through what to do and what supporting documents you may need to provide.

Bug fixes

We fixed a bug that was preventing the tax amount from showing on general journal transactions in the General ledger report.

Payroll

Upload employee documents to stay organised
Store documents, like contracts, licences or certificates, in MYOB Business. This keeps all your employee information safely stored in one place where it's easily accessible. More about storing documents

Helping you stay compliant for the 25/26 payroll year (Australia only)
We've got you covered this EOFY by taking care of all these changes for the 2025/26 payroll year:

• Tax tables – the 2025/26 tax tables have been automatically updated and will apply for pays dated 1 July 2025 onwards. You'll see the new tax table date in your General payroll information after processing your first July pay (settings (⚙️) menu > Payroll settings > General payroll information tab).

  

• Super rate increase to 12% – the super guarantee rate goes up to 12% from 1 July, but there's an easy way to make sure this increase happens automatically.

  

• Lump sum E threshold removal – From 1 July, any payment of back pay is considered a lump sum E. Previously this only applied to back pay exceeding $1200.

Improved compliance for self-managed super funds (Australia only)
To pay contributions to a self-managed super fund (SMSF) from MYOB, your STP reports must have been successfully accepted by the ATO. This confirms your business is verified with the ATO and helps ensure SMSF payments are only made by legitimate, registered employers.

Banking

More matches, less admin with smart transaction matching (Early Access Program)
An early access program (EAP) has been launched for changes to the Bank transactions page to make matching faster, smarter and far less manual. A small cohort has been added to the EAP to try this new feature before it's rolled out to everyone.

• AI smart-matching – AI will automatically suggest the best match for existing MYOB records or categories. If there's more than one suggestion, select a match, or multiple, from a list of suggestions. AI predictive learning means matching will improve over time based on your behaviour.

• "Categorised" is now "matched" – We've simplified how we talk about matching. Bank transactions are now matched to an existing MYOB transaction or matched to a category.

More about this EAP

Bug fixes

We fixed a bug that was preventing some users from seeing the dashboard. Previously, users with the Purchases, Banking or Contacts roles were seeing an error stating "You don't have permission to access this page."

Payroll

Simplifying STP compliance (Australia only)
When you create a new MYOB Business file, the ATO Reporting Category is now set for you in these pay items:

• Base Hourly

• Base Salary

• Annual Leave Pay

• Personal Leave Pay

• Overtime (1.5)

• Overtime (2x)

This speeds up STP setup and prevents these payments from being reported incorrectly to the ATO.

Helping you stay compliant with super calculations (Australia only)
When you set up a new type of wage payment, like a new allowance, there's a new option to exclude those payments from super guarantee calculations. To help you choose, there's some handy info – just click the blue question mark.

No longer lose a draft pay run when you update an employee (New Zealand only)
If you save changes to an employee who's included in a saved (draft) pay run, the draft pay run is no longer deleted. Instead, after saving the changes (which won't be reflected in the draft pay run), you'll see a message that explains it. It's then up to you whether you continue the draft pay run or create a new one. More about saving and resuming pay runs

Performance improvements

Smarter handling of uploaded documents
We're improving the Optical Character Recognition (OCR) that scans uploaded invoices and receipts to create new bills in MYOB Business. This improves the accuracy and processing times for uploads.

A fresh new colour

We've tweaked the purple colour you'll see in our logo and on images and buttons throughout MYOB Business.

Payroll

Helping you stay compliant for the 25/26 payroll year (New Zealand only)
We've updated the required rates and thresholds to keep you in the good books with Inland Revenue (and your employees) for the new payroll year. There's a change to the way extra payments are taxed – and we look after this for you too. See what's changed from 1 April.

More flexible pay distribution (New Zealand only)
You can now split an employee's pay across up to three bank accounts. This gives your employees more control over their funds. An employee can choose to split their pay by amount or percentage and they'll see the split on their pay slip. More about splitting pays.

Sales

Quicker access to online payment settings (Australia only)
Online payments in a popular feature that helps you get paid faster. So we've moved the online payment settings from the bottom to the top of the Payments tab in your Sales settings. This makes it easier to set up and manage online payments. More about online payments

Easier to identify different types of sales
AccountRight browser only
We released this for MYOB Business Pro and Lite last December and it's now available for AccountRight users accessing their online file in a browser. You can set up a different prefix and numbering sequence for your invoices, quotes and sales orders.

Bug fixes

We fixed an issue in the Job profit and loss report that was causing the error "Failed to load the report".

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 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.

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.

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.

Document attachments, tracked and stored in AccountRight desktop

You can now:

• Attach documents to sales and journals
  You've always been able to attach documents to bills. You'll now be able to attach documents to sales transactions (quotes, orders, invoices) and general journals. This keeps your documents in one handy, secure space, helping you to meet your record-keeping requirements.

• Auto-include attachments when emailing a sale
  By default, all documents attached to a sales transaction will be included if you email the sale, but you can remove them if you like.

• Email multiple documents
  Attach multiple documents to a sale quote, order, invoice, or purchase bill email (up to 25MB). This means you can include things like an updated price list or promotional material when sending an invoice.
  
  See how easy it is to send attachments when you email a sale:

  

More about attaching documents

MYOB Assist mobile app

We're refining the app to make it even easier to use. You can now:

Introducing Service invoices
If your business provides services rather than products, you can now choose a Service layout when creating an invoice. This layout is designed for service-based work, where you bill for time, labour, or descriptions of work instead of items or quantities. These invoices are editable within AccountRight desktop and MYOB Business.

Set your default invoice layout (Services or Services & Items) from the More menu.

(Online invoicing users) Send invoices with a payment link via SMS
If you use online payments, you can now send your customers a secure payment link by SMS — not just a PDF attachment. This makes it easier for customers to view and pay directly from their phone. You can send the SMS from the Save menu or by turning on the SMS option when emailing an invoice.

Automatically open your last business file
Save time every time you log in — the app now remembers the last business file you used and opens it automatically. If you usually work from one business file, you no longer need to select it from the list each time you sign in. Just select Open last business on login on the Switch business page, and each time you log in, you’ll go straight into the business file you last used.

You can still switch files anytime from More > Switch business..

AccountRight Bug fixes

• Resolved a bug that resulted in an information icon appearing next to Total Received in the Receive Payments window.

• Fixed a crash that could occur during bank reconciliation or in purchase transactions.

Coming soon...

You’ll soon be able to create, send, and manage quotes on the go in the MYOB Assist app — using the same Services and Services & Items layouts available in MYOB Business. This makes it easier for you to start a job in the field, send a quote straight from your phone, and turn it into an invoice when the work’s approved — all without leaving the app.

MYOB Assist mobile app

Capture multipage documents
When you take a photo of an invoice or receipt, you now have the option to capture up to 20 additional pages.

Already have the app? Depending on your phone settings, you may need to redownload the latest version of MYOB Assist to get this update (version 1.1.1).

More about MYOB Assist

Bug fixes

We fixed an issue that caused AccountRight to crash when removing an attachment from an invoice. This only affected those on the early access program for document attachments.

Coming soon

Document attachments
Document attachments are now available for early adopters and will be generally available soon. This means you'll be able to:

• Attach documents to sales and journals
  You've always been able to attach documents to bills. We're getting ready to switch on the ability to add attachments to sales transactions (invoices, quotes, sales orders) and general journals. This keeps your documents in one handy, secure space, helping you to meet your record-keeping requirements.

• Auto-include attachments when emailing a sale
  By default, all documents attached to a sales transaction will be included if you email the sale – but you can remove them if you like.

• Email multiple documents
  You'll soon be able to attach multiple documents to a sale or purchase email (up to 25MB). This means you'll be able to include things like an updated price list or promotional material when sending an invoice.

MYOB Assist
In the MYOB Assist app, you'll soon be able to:

• Get paid faster by sending an invoice link via SMS (only available if you're using online payments): Send a customer a link to their invoice via SMS directly from MYOB Assist. The link opens the secure online invoice, giving customers a fast checkout experience and helping you get paid sooner.

• Create quotes: You’ll soon be able to create quotes in the app. More details to come.

• Use service layout invoices: We’re introducing support for service layout invoices in the app, making it easier for service-based businesses to create and edit AccountRight invoices in the app and vice-versa.
  

The MYOB Assist mobile app is here

This app is now live in Australia and replaces the existing Capture and Invoice apps, MYOB Assist helps you to unlock better cash flow. With the new app, you can:

• Capture expenses – snap a photo of a bill or receipt and send it straight to your AccountRight In Tray (or Uploads in the browser).

• Create invoices – create, edit and send professional invoices in just a few taps – all synced in real-time with your online company file.

More about MYOB Assist

Bug fixes

You'll no longer see a message about online access when removing an offline file user.

Coming soon

Document attachments

• Attaching documents to sales and journals
  You've always been able to attach documents to bills. We're getting ready to switch on the ability to add attachments to sales transactions (invoices, quotes, sales orders) and general journals. This keeps your documents in one handy, secure space, helping you to meet your record-keeping requirements.

• Attachments auto-included when emailing a sale
  By default, all documents attached to a sales transaction will be included if you email the sale – but you can remove them if you like.

• Emailing multiple documents
  You'll soon be able to add multiple documents when you email a sale or purchase (up to 25MB). This means you can include things like an updated price list or promotional material when sending an invoice.

Account management

Easier MYOB account update processes
We've made it easier to update the relationship your business has with MYOB, whether you want to:

• Change your business name

• Change the primary contact on an MYOB account

• Request access to MYOB software for an insolvent company

• Request access to MYOB software for a deceased estate

• Transfer ownership of MYOB software

Clearer change of details forms and help topics guide you through what to do and what supporting documents you may need to provide.

Bug fixes

• We fixed a crash that could occur when working in the Find Transactions window.

• If you upload a document to the browser and then link it to a transaction, the count of documents in the In Tray shortcut in the Banking or Purchases command centres now updates correctly.

• We fixed an issue that was causing some buttons to be obscured in transaction windows.

• We fixed some crashes that could occur when emailing or printing from AccountRight.

• We've removed the Prepare Payment Summaries option from the Payroll command centre menu. With Single Touch Payroll, there is no longer a need to prepare payment summaries.

API improvements

We fixed a discrepancy between AccountRight and the Public API when reporting inventory values involving received items. The current value and average cost calculations are now the same between the two systems.

Payroll

Helping you stay compliant for the 25/26 payroll year (Australia only)
We've got you covered this EOFY by taking care of all these changes for the 2025/26 payroll year:

• Tax tables – the 2025/26 tax tables have been automatically updated and will apply for pays dated 1 July 2025 onwards. You'll see the new tax table date when you do a pay dated 1 July or later.

  

• Super rate increase to 12% – the super guarantee rate goes up to 12% from 1 July, but there's an easy way to automate super rate increases.

  

• Lump sum E threshold removal – From 1 July, any payment of back pay is considered a lump sum E. Previously this only applied to back pay exceeding $1200. More about lump sum E payments

Undo manual changes to pay history (Australia only)
An employee's pay history shows what they've been paid in pay runs, so should never be tampered with. We've added an Undo Manual Changes button to the Pay History to easily undo any changes that have been entered manually (maybe trying to fix a pay). Previously you needed to contact us for help to undo these changes.

Bug fixes

• We fixed a bug that was affecting some users where the count of In Tray documents on the command centre was inaccurate.

• We fixed some crashes that could occur when starting AccountRight or switching between the Banking, Sales and Purchases command centres.

• (AccountRight Basics only) You'll no longer see an arrow temporarily appear above the Spend Money button on the Banking command centre.

• The Print/Email Statements button no longer temporarily appears too narrow on the Sales command centre.

• The Help button in offline company files no longer flickers when you hover over it.

• We fixed a visual glitch that could occur on disabled shortcut tiles on the command centre. Previously, if a tile was disabled for a user, a small portion of the tile appeared to be clickable, but clicking it did nothing.

• Field validation error messages now display correctly.

Under the hood

We're always working on things behind the scenes that you might not see (or might not see yet), but lead to new time-saving features, better security, or improved performance. Here's an example:

If you access your company file in a web browser, an early access program (EAP) has been launched for changes to the Bank transactions page to make matching faster, smarter and far less manual. A small cohort has been added to the EAP to try this new feature before it's rolled out to everyone. More about this EAP

Refreshed command centre (online company files only)

A sleek new look
We've modernised the look for online files but kept the same layout – so there's no change to how you work. The order and placement of the buttons is the same, so you'll still find what you need in the same place.

You won't see these changes in offline company files or backups restored locally or in a network.

Get things done faster
Instead of wondering where to look or what needs attention, you'll now see important updates and tasks at the top of each command centre. This lets you take action without spending time clicking through different screens. If you've taken action, use the refresh button to update the numbers.

Instantly access key info and tasks
No more digging through menus to find key reports or complete a common task. The information you need has been brought to the front, just one click away.

Payroll

Helping you stay compliant with self-managed super funds (Australia only)
To pay contributions to a self-managed super fund (SMSF) from AccountRight, your STP reports must have been successfully accepted by the ATO. This confirms your business is verified with the ATO and helps ensure SMSF payments are only made by legitimate, registered employers.

Bug fixes

• We fixed an issue that was preventing the File menu from displaying for some users.

• Negative amounts can now be used in general journal entries.

• If you use online payments in New Zealand, you'll now see the appropriate payment icons in invoices (Visa, Mastercard, Apple Pay and Google Pay).

• When you email a recurring sale from the To Do List, the email variables now work correctly.

Under the hood

We're always working on things behind the scenes that you might not see (or might not see yet), but lead to new time-saving features, better security, or improved performance. Here's an example:

Trying to fix an employee's pay (in Australia) by tinkering with their pay history causes reporting issues and requires a complex resolution. Not ideal – especially at EOFY. (The right way to adjust pay amounts is through a pay run). So we're adding a button to undo manual pay history changes. This means if you've incorrectly changed an employee's pay history, you'll be able to fix it with one click, without needing tech support.

Payroll

Simplifying STP compliance (Australia only)
When you create a new company file, the ATO Reporting Category is now set for you in these payroll categories:

• Base Hourly

• Base Salary

• Annual Leave Pay

• Personal Leave Pay

• Overtime (1.5)

• Overtime (2x)

This speeds up the STP setup and prevents these payments being reported incorrectly to the ATO.

Bug fixes

• The <Tab> key now works properly in the Date field when entering transaction lines in some sales and purchases.

• AccountRight no longer crashes when recording an invoice from the To Do List or a recurring transaction.

• We fixed an issue in sales numbering that could result in the 13 character limit being exceeded.

Under the hood

We're always working on things behind the scenes that you might not see (or might not see yet), but lead to new time-saving features, better security, or improved performance. Here's an example:

Trying to fix an employee's pay (in Australia) by tinkering with their pay history causes reporting issues and requires a complex resolution. Not ideal – especially at EOFY. (The right way to adjust pay amounts is through a pay run). So we're adding a button to undo manual pay history changes. This means if you've incorrectly changed an employee's pay history, you'll be able to fix it with one click, without needing tech support.

Sales

Easier to identify different types of sale
You can set up a different prefix and numbering sequence for your invoices, quotes and sales orders.

Banking

Smarter matching of transfer money transactions
AccountRight bank feeds now uses the bank description, amount and date to help identify and match money transferred between accounts, reducing the need to find and match transactions manually.

Bug fixes

• Online payments settings are now remembered when you copy or use a recurring invoice.

• We fixed a couple of appearance issues. Command centres are now aligned correctly when AccountRight is maximised. Also, we’ve made the appearance neater by matching the border colour to the command centre background.

Under the hood

We're always working on things behind the scenes that you might not see (or might not see yet), but lead to new time-saving features, better security, or improved performance. Here's an example:

• AccountRight Command Centre is receiving an uplift to make it easier for you to see what tasks are up next and help you get to where you need to go with fewer clicks. The early access program will be starting shortly for a limited number of customers.

Payroll

Helping you stay compliant with Single Touch Payroll Phase 2 (Australia only)
STP Phase 1 will be 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

Suppliers

Wise bank account numbers are now supported for suppliers (New Zealand only)
You can now enter a Wise bank account number in the Payment Details tab of a supplier card.

Usability improvements

• If you sort company files in the Library Browser window by clicking the Version column, the company files are now sorted correctly.

  

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

  

Bug fixes

• We fixed an issue that could cause AccountRight to crash when you close the Library Browser window.

Under the hood

We're always working on things behind the scenes that you might not see (or might not see yet), but lead to new time-saving features, better security, or improved performance. Here's an example:

We'll be making it easier to identify different types of sales transactions by giving you the ability to set up a different prefix and numbering sequence for your invoices, quotes, and sales orders.

Payroll (Australia only)

• Even easier final pays
  Previously, we released the ability to pay unused annual leave in an employee's final pay using AccountRight in a web browser. Now, you can also pay unused long service leave for employees who are leaving voluntarily.

  

• Faster SMSF confirmation email
  We've improved the delivery speed of the email that's sent to the company file owner when they set up a self-managed super fund.

Online payments (Australia only)

More control with online payment surcharging

• All fees associated with online payments (the 25c transaction fee + 1.8% of invoice value) can now be surcharged to the customer (excluding BPAY)

• You can choose to exclude BPAY as a payment option on your online invoices. Doing this means that if you surcharge your customers, you can now pass on all of your online payment transaction fees.
  

  

Bug fixes

• Fixed a bug that caused an unnecessary message to appear when online invoice payments settings for an invoice was updated. This bug also prevented users from printing or emailing an invoice in a locked period.

Under the hood

We're always working on things behind the scenes that you might not see, but lead to new time-saving features, better security, or improved performance. Here are some examples:

• Along with bug fixes, our developers are continuing to identify and fix other areas of AccountRight where crashes have been reported.

• It's an ATO requirement in Australia that every business must have a default superannuation fund that new employees can choose to join. To keep you in the good books with the ATO, if you haven't set a default super fund in AccountRight we're introducing a more prominent message to set one up when you add an employee. This change is coming soon.

Bank feeds

• Smarter way to get bank transactions
  As bank feeds saves you time on data entry and importing bank statements, you're now prompted to connect your bank accounts when you import a bank statement, or add bank account information. You can choose not to get these prompts again for 90 days.
  

  

• Easier bank feed management
  If your company file is online, you'll now set up and manage bank feeds in the web browser version of AccountRight instead of my.MYOB. This is a simpler, more streamlined process to connect and manage your bank accounts.
  

  

Usability improvements

• Clearer cost centre messaging
  We've updated 'category' to 'cost centre' in the message that appears prompting you to assign a cost centre to a transaction (if you use cost centres).

• Tidying up some old messages
  We've removed an outdated message about super guarantee increases that used to appear when you started a pay run in the new financial year. (Australia only)

Bug fixes

• We've fixed a few issues that could cause AccountRight to crash. These issues could occur when you create a purchase or spend money transaction, switch the company file you were using, or filter the Sales Register window.

• We've removed the prompt to set up bank feeds if you're using a trial version of AccountRight

• We've removed an incorrect bank feeds support number from the Cannot get bank feeds error message

Under the hood

We're always working on things behind the scenes that you might not see, but lead to new time-saving features, better security, or improved performance. Here are some examples:

• Along with the bug fixes above, our developers are continuing to identify and fix other areas of AccountRight where crashes have been reported.

• We're also putting the finishing touches on the final pay enhancements for Australia which will help pay out long service leave. You'll hear more about this in a future release.

• It's an ATO requirement in Australia that every business must have a default superannuation fund that new employees can choose to join. To keep you in the good books with the ATO, if you haven't set a default super fund in AccountRight we're introducing a more prominent message to set one up when you add an employee. This change is coming soon.

Payroll (Australia only)

• Keeping you compliant for the new payroll year
  The tax tables have been automatically updated and will apply for pays dated 1 July 2024 onwards.
  

  

• Helping you automate the super rate increase
  Any super guarantee payroll categories with the calculation basis set to Minimum Required Rate will be automatically updated to 11.5% when you do your first pay run with a payment date on or after 1 July 2024.
  

  

• Easier Fair Work compliance
  If your business isn't covered by the Fair Work System, you can now choose to prevent new employees being provided the Fair Work Information Statement (FWIS) when you invite them to self-onboard.

Cost Centre reports

Following on from the recent name change of Categories to Cost Centres in AccountRight, we've made the same changes in the cost centre reports. These reports no longer refer to categories in the column headings and report filters.

Bug fixes

• We fixed an issue that could cause AccountRight to crash when entering an ABN for a Self-Managed Super Fund (SMSF). (Australia only)

• We fixed a bug that could cause AccountRight to crash in the Find Transactions window.

Under the hood

We're always working on things behind the scenes that you might not see, but lead to new time-saving features, better security, or improved performance. Here are some examples:

• Along with the bug fixes above, our developers are continuing to identify and fix other areas of AccountRight where crashes have been reported.

• We're also putting the finishing touches on the final pay enhancements for Australia which will help pay out long service leave. You'll hear more about this in a future release.

Payroll (Australia only)

Easier final pays
We're working on a new final pay feature for online company files, and the first stage is here. With this release, there's a new pay frequency called Final Pay. This opens the web browser version of AccountRight and guides you through the payment of unused annual leave – initially for employees who are leaving voluntarily. We'll add other final payment types, like unused long service leave, in future releases.

Sales

If you're using online invoice payments with surcharging enabled, you'll now see a warning if an invoice contains a consolidated tax/GST code.

Security 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.

Faster and clearer account update alert
We've improved the content and delivery speed of the email that's sent to the company file owner when one of your employee's bank account details are added or updated.

Bug fixes

• We fixed a broken help link on the Employee Self-Onboarding window (Australia only)

• We fixed an issue that could cause AccountRight to crash when switching between online and offline files.

Under the hood

We're always working on things behind the scenes that you might not see, but lead to new time-saving features, better security, or improved performance. Here's an example:

Our developers are looking into the diagnostic data that gets generated if AccountRight crashes or times out. This helps them work out why crashes happen so they can fix the root cause. It's slow going as there are lots of variables and tons of data to go through. But it's worth it.

Categories are now Cost Centres

We've updated the language in AccountRight to use more natural words you're familiar with. So, in this release we've renamed 'categories' to 'cost centres'. Most businesses use this feature to keep track of departments or cost centres, so this makes it a good fit.

Payroll

Helping you stay compliant (Australia only) When you add an employee, you'll now choose if they're permanent or temporary (which includes fixed-term roles). This ensures temp employees are provided the correct Fair Work Information Statement when they self-onboard or check their details.

Security enhancements

We've improved the content and delivery speed of the email that's sent to the company file owner when one of your supplier's bank account details are added or updated.

Bug fixes

• We fixed an issue that caused AccountRight to crash in a few places, like when printing an invoice or removing an attachment from the In Tray.

• Backordered items in foreign currencies are no longer showing in local currency when previewing the invoice.

Under the hood

We're always working on things behind the scenes that you might not see, but lead to new time-saving features, better security, or improved performance. Here are some examples:

• We'll continue fixing parts of AccountRight where crashes have been reported. We fixed a few of these in this release, but there's a couple of trickier ones that we'll keep working at.

• (Australia only) We're continuing our work on a better final pay experience for online files to help you pay out employees when they leave your business. Initially it'll help you create a final pay for voluntary termination paying out unused annual leave only, but we'll keep working on it to include other payment types, like long service leave. This will be a big time-saver and you'll hear more about it closer to its release.

Usability improvements

We've removed the error message that shows if you haven't specified a linked account for late fees and surcharges that you manually add to invoice payments. This avoids confusion with online invoice payment surcharging, which is a separate feature.

Under the hood

We're always working on things behind the scenes that you might not see, but they lead to new time-saving features, better security, or improved performance. Here's an example:

• (Australia only) We're working on a better final pay experience for online files to help you pay out employees when they leave your business. We've laid the groundwork in this release and started our testing. Initially it'll help you create a final pay for voluntary termination paying out unused annual leave only, but we'll keep working on it to include other payment types, like long service leave. This will be a big time-saver and you'll hear more about it closer to its release.

Payroll (Australia only)

Get employees to check their details (available from 6 Feb)
If you've manually set up an employee (instead of self-onboarding) you can send them a secure request to review their details. The employee can then submit any changes straight into your AccountRight company file. Here's all the details.

Bug fixes

We fixed an issue that was resulting in an error message when you attempted to close some popup messages in AccountRight.

Payroll

Get employees to check their details AUSTRALIA ONLY

If you've manually set up an employee (instead of self-onboarding) you can send them a secure request to review their details. They can submit any changes straight into your AccountRight company file.

Bug fixes

Resolved an issue where some clients who had upgraded from AccountRight v19 were not receiving a message to do some additional upgrade tasks.

Payroll AUSTRALIA ONLY

• Employment Basis added to new employee creation
  When you add a new employee, you'll now choose their Employment Basis at the start of their setup, such as full time, part time or casual. This is required for STP reporting, and if the employee self-onboards it ensures they're provided the applicable Fair Work Information Statement.

• Give new employees access to benefits
  When you're inviting a new employee to submit their own details via self-onboarding, you can now choose to give them access to employee benefits. If you’ve already set up employee benefits you won’t see this option as your employee will already get access to benefits once they’ve completed entering their own details.
  

  

Usability improvements

• If you create a new employee from the Enter Timesheet window, you'll now have the option to invite the employee to self-onboard. AUSTRALIA ONLY

Bug fixes

• We've removed the Employee Self-Onboarding button from AccountRight Basics and Standard. This is a payroll feature that's only available for AccountRight Plus and Premier. AUSTRALIA ONLY

Online invoice payments – available for New Zealand from 14 September!

Online invoice payments is a secure payment service that gives your customers an easier and faster way to pay you. Your customers can pay your invoices online anywhere, anytime, using their preferred payment method (VISA, Mastercard, Apple Pay or Google PayTM).

Simplified employee self-onboarding AUSTRALIA ONLY

When you create a new employee card (from the Cards List window), you now see a clear option to invite the employee to fill out their own details. This option is selected by default when you enter an email address, but you can deselect it if you prefer to manually enter all of the employee's details yourself.

Online Invoice Payments AUSTRALIA ONLY

It's easier to identify Online Invoice Payments in AccountRight

When Online Invoice Payments funds are disbursed into your settlement bank account, 'Online Payments' will appear in the Memo for the automatically created bank deposit.

Employee benefits and salary packaging AUSTRALIA ONLY

• Be prompted to complete employee benefits tasks
  You are now prompted to complete any tasks for setting up or managing employee benefits.
  

  

Just click View task to find out what you need to do.

• Be alerted to complete salary packaging tasks
  When you have any employee salary packaging setup tasks to complete, such as for novated car leasing, the New task to complete button in the Payroll command centre will indicate the number of tasks. Just click the button and you'll be guided through each step of the setup.

(AccountRight Server Edition only) Version 2023.6.1 – released 18 July

This release fixes an issue that affects a small number of AccountRight Server Edition users who open a decommissioned online file from the AccountRight client on their workstations.

Superannuation (Australia only)

We've removed the Threshold field from superannuation payroll categories where the Contribution Type is set to Superannuation Guarantee (expense). This is because from 1 July 2022, the Australian Government removed the $450 per month threshold for super guarantee eligibility (that's the amount an employee can earn in a calendar month before you have to pay them super). You don't need to do anything, we've just removed this field as it's no longer needed.

Here's what it used to look like:

Bug fixes

The help search field in command centres now works (no longer results in a 403 error).

Payroll (Australia only)

• Keeping you compliant for the new payroll year 
  The tax tables have been automatically updated and will apply for pays dated 1 July 2023 onwards.

• Helping you automate the super rate increase
  Any super guarantee payroll categories with the calculation basis set to Minimum Required Rate will be automatically updated to 11% when you do your first pay run with a payment date on or after 1 July 2023. Learn more...

Online Invoice Payments (Australia only)

• More payment options for your customers
  Your customers can now pay your online invoices using PayPal or PayPal Pay in 4, which now appear as payment options in online invoices.

Usability improvements

• If you open a version of AccountRight that we've retired and a new version is available, you'll see a more helpful message that prompts you to update. When you click Update now in the message, AccountRight restarts and completes updating.

• When you email an Online Invoice Payments invoice via Microsoft Outlook, you now have the option to not show the confirmation message again. (Australia only)

API improvements

• Implemented changes to better identify deleted transactions from the Public API, resulting in faster calls and better performance.

Online Invoice Payments (Australia only)

When you email an invoice set up for Online Invoice Payments using AccountRight's email service, there's now an option to also send an SMS with a link to the online invoice. This helps your customers see your invoices and prevents them getting lost in a busy inbox.

Usability improvements

• If you open a version of AccountRight that we've retired (from the decommission of 2023.3 onwards) and a new version is available, you'll see a more helpful message that prompts you to update. When you click Update now in the message, AccountRight restarts and completes updating.

Bug fixes

• We fixed an issue that affected some businesses when a pay run with paid liabilities is reversed. The liability reversal is now correctly reflected in Pay Liabilities and Pay Super.

Online invoice payments (Australia only)

• Your customers can now pay your online invoices using Google Pay on their Android devices, so Google Pay now appears as a payment option in the Sales window, in field help, invoice PDFs and on invoice emails sent from Microsoft Outlook.

We'll provide links to relevant updated help topics when these changes are released.

Performance improvements

• We've improved performance for creating, editing and deleting General Journals.

API improvements

• Contract documentation has been updated with the new Journal Transaction History endpoint.

• You can now create, update or delete build transactions created through the adjustment endpoint.

For more information about our API improvements, visit the API Support Centre.

Bug fixes

• We've fixed an issue that prevented users seeing the View PDF or View completed super choice PDF buttons.

• The correct set up, payment or view invoice options now appear in the Sales window, depending on whether Online Invoice Payments has been applied for or enabled.

• Fixed a FK_BusinessEventLine_BusinessEventOriginal exception error that occurred when deleting a General Journal.

Payroll (Australia only)

• Easier leave setup
  When you set up a new company file, AccountRight now comes with a default set of annual and personal leave payroll categories (for salaried and hourly pay basis) which you can assign to your employees, making it easier to set leave up and ensure it's accrued and paid out correctly.

• Leave accrual balance is now set to print on pay slips by default
  As employees want to keep track of their leave balances, the Show leave balance on pay slips option (previously called Print on Pay Advice), is now selected by default when you create a new leave entitlement payroll category.

• Helping you to set up leave correctly
  You are now warned if you haven't linked a wage payroll category or an exemption to a leave entitlement payroll category (if the Calculation Basis in the leave entitlement payroll category is set to Equals XX Percent of XX). This will ensure leave is paid out correctly when employee takes leave.

• Super fund details are protected from accidental changes
  When you open an employee's super fund information (Cards List > Employees > Employee > Payroll Details tab > Superannuation > Superannuation Fund), the details in the Superannuation Fund Information window are no longer editable, preventing accidental changes to funds that affect all employees. You can still change the fund details from the List menu > Superannuation Funds.

• Helpful reminder to move your business to STP Phase 2
  If you haven't yet moved your business to STP Phase 2, you'll get a reminder to do so when you complete a pay run, enabling you to start the move or learn more about it.

• Avoid employment termination payment (ETP) reporting errors
  If you've moved to STP Phase 2 and you've saved a payroll category that has been assigned an ETP reporting category, this reporting category can no longer be changed. This prevents errors in reporting ETP.

We'll provide links to relevant updated payroll help topics when these changes are released.

Customer payments

• More streamlined bulk invoice emailing
  When using Online Invoice Payments and emailing invoices in bulk via Microsoft Outlook (from the Review Sales Before Delivery window > To be emailed tab), the Set up payment notifications reminder now only appears once.

• As we discontinued the MYOB Direct Debit service from 20 September 2022, we've removed the Direct Debit Requests button from the Sales command centre.

Company file information

• Avoid errors when entering the company file email address
  When you create a new company file (using the New Company File Assistant), the email address you enter is checked for the correct format.

API improvements

• We've optimised the GET /Sale/Invoice/* endpoint to retrieve only relevant information from the database.

• You're now able to create, edit or remove a Bill of Materials (BOM) definition when you call the endpoint to create items.

• Fixed a bug that occurs when creating a supplier payment on a purchase using a Hybrid layout via the API.

• The cash method for the balance sheet is now available via the API.

For more information about our API improvements, visit the API Support Centre.

Bug fixes

• The Pay now button in invoices now works for online invoice payments sent via Microsoft Outlook. When Online Invoices Payments is switched off for an invoice, or the service has been cancelled, View invoice appears instead, enabling users to view the invoice online.

• You no longer receive a 404 error when you click View invoice, Pay now, or View full invoice detail in an invoice sent via Microsoft Outlook that uses a form with the # or & character in the form's name.

• Fixed timeout errors when running the Auto-Build Items report.

Online invoice payments (Australia only)

• More flexible and convenient online invoice payments
  You can now use Microsoft Outlook to send your online invoices to allow your customers to pay you online — you no longer need to be sending those invoices directly from AccountRight.

• Easier to find Online Invoice Payments settings
  We've added an Online Invoice Payments button to the Sales command centre, making it easier to set up online invoice payments or edit your online invoice payment settings.

• Apple Pay mobile payment option is now visible in invoices
  As your customers can now pay your online invoices using Apple Pay on their iPhones or other Apple devices, Apple Pay now appears as a payment option in the Sales window and on invoices sent from Microsoft Outlook.

We'll provide links to updated online invoice payments help topics when these changes are released.

Payroll (Australia only)

• Helping you fix rejected STP reports
  If you're doing a pay run and your previous pay submission has the ATO error CMN.ATO.GEN.XML03, you'll see a message alerting you to this. You can click from the message to the STP reporting centre to view the reason the pay was rejected and how to fix it.

API improvements

• Users can now retrieve build transactions.

• We've improved response times for sales invoice endpoints to reduce 504 Gateway timeout errors.

For more information about our API improvements, visit the API Support Centre.

Bug fixes

• Resolved an issue that prevented sending emails from AccountRight when the email address contained an apostrophe.

• You no longer receive multiple Choose Profile prompts when sending an email via Microsoft Outlook when it's closed. (Australia only)

• When the Online Payments option is deselected in an invoice, the Pay now button no longer appears in the online invoice when sent via Microsoft Outlook — View invoice appears instead. (Australia only)

• Fixed an issue that was preventing businesses moving to STP Phase 2 if they had more than 200 employee cards. (Australia only)

Payroll (Australia only)

• Easily check employee self-onboarding details
  You can now download a record of your employee's submitted details (employee Card information window > Payroll details tab > Personal details > View PDF button). Learn more...

• Quick download of completed Super Choice form
  You can now download the completed Superannuation Choice form for self-onboarded employees (employee Card information window > Payroll details tab > Superannuation > View completed super choice PDF button). Learn more...

• Improved employment termination payment (ETP) handling
  If you're reporting via STP, pays that include an ETP can now only be reversed and not deleted. This ensures your AccountRight payroll information matches the ATO records.

Bug fixes

• Fixed an issue that could cause AccountRight to crash when paying an under 18 employee. (Australia only)

• Resolved an issue that could cause AccountRight to crash when adding an employee. (Australia only)

• Fixed the super guarantee calculation for under 18 employees so it only calculates on the current pay period. (Australia only)

• Fixed an issue that was causing hourly wage categories to be checked incorrectly for STP compliance during a pay run. (Australia only)

• Fixed a Balance Sheet issue that could occur if a header account was changed to a detail account.

• Fixed an issue that was preventing the use of $ and & in email addresses.

API improvements

• Fixed an issue that was causing a 409 error on POST requests on endpoints.

For more information about our API improvements, visit the API Support Centre.

Employee self-onboarding (Australia only)

• More streamlined employee self-onboarding
  You're prompted to send an employee self-onboarding request when creating an employee card.

• Send new employee self-onboarding requests via SMS
  Enter a mobile phone number if you want to send your new employee a self-onboarding request via an SMS message as well as by email.

• Easily track employee self-onboarding requests
  We've added a button to the Employee Self-Onboarding window to display a list of employee self-onboarding invitations and their status.

Loans and finance (Australia only)

• Quick access to business loans and invoice financing
  We've added a Loans and Finance button to the Banking command centre. This gives you access to tailored business loans with Valiant and invoice financing with Butn.

Bug fixes

• Fixed a bug that was causing incorrect year-to-date figures to show in STP reports for previous payroll years. (Australia only)

Payroll changes (Australia only)

• Helping you stay compliant with super for under 18s — Employees aged under 18 who are paid weekly and have worked less than or equal to 30 hours in the week will no longer have super calculated in their pay.

• Improved transitions to STP Phase 2 — Inactive and terminated employees (paid in the current payroll year) will now be included in the employee details check when moving to STP Phase 2. You'll also now be prompted to send an update event after moving to STP Phase 2 to ensure the ATO has your employees' latest year-to-date payroll information.

• Better reporting for STP Phase 2 — When you send an update event from the STP reporting centre, the year-to-date payroll totals for inactive and terminated employees (paid in the current payroll year) are now included.

Performance improvements

• More accurate general journals — foreign currency general journal transactions are now checked for missing details

• Save time entering transactions — we've improved the response time to display information when creating sales and purchases, such as supplier or item details

Bug fixes

• Fixed a bug that was causing the custom library location to be reset when updating AccountRight.

• Fixed a bug that closed AccountRight when updating account details.

• Fixed a bug that caused an incorrect opening balance for some foreign currency accounts.

• Fixed a bug in AccountRight Server Edition that sometimes resulted in duplicate payments when entering pre-paid invoices.

• General Ledger report (Summary and Detail) now balances correctly when spanning multiple financial periods. This issue affected the Current Year Earnings and Retained Earnings accounts.

• Converting a purchase order with a 100% discount to a bill no longer causes AccountRight to crash.

Payroll changes (Australia only)

• Helping you stay compliant with super for under 18s — If a pay run includes an employee aged under 18, an alert now appears advising you to check how much super you need to pay them. Learn about paying super for under 18s

• Avoid mistakes when fixing termination payments — You'll now be prevented from entering negative Employment Termination Payment (ETP) amounts to fix a previously recorded ETP pay, and you’ll be prompted to reverse the incorrect pay instead. Learn about fixing ETPs

• Helping you automate the super rate increase — Any super guarantee payroll categories set to 10-10.5% of Gross Wages will be automatically updated to 10.5% when you do your first pay run with a payment date on or after 1 July 2022. Learn more...

Usability improvements (Australia only)

• Added Employee Self-Onboarding button to the Card File command centre. This button is now available in both the Card File and the Payroll command centres.  Learn about employee self-onboarding

Performance improvements

• Improved the response time of the Sales Register and Items Register windows, and when opening item sales.

Bug fixes

• We fixed a bug where incorrect COGS amounts were being applied to edited sales. Now, if you edit an item sale, the item's average cost and associated cost of sales are no longer affected. Learn more...

• Resolved an issue where incorrect COGS amounts were being applied to returned goods. Now, if you sell multiple items as a unit, like a box or case, and some of those items are returned, the unit's average cost and associated cost of sales are calculated correctly. Learn more...

• Fixed a display issue that did not affect calculations, but appeared to show an incorrect calculation basis in non-superannuation guarantee payroll categories. (Australia only)

AccountRight Server Edition - reminder

• Never manually update your network again — If you're using AccountRight 2022.4 Server Edition, the 2022.5 update will download and install automatically. So that's less downtime for your business and more frequent improvements to AccountRight. Learn more...

Superannuation changes (Australia only)

• Helping you automate the super rate increase — a new option has been added to super guarantee payroll categories to automatically increase the rate to 10.5% for pays dated 1 July onwards Learn more...

• Simplifying super calculations — the $450 super earnings threshold is automatically removed from super calculations for pays dated 1 July onwards Learn more...

• Helping you stay compliant with ATO super reporting — the correct ATO reporting category is now set as the default for all super guarantee payroll categories Learn more...

AccountRight Server Edition

• Never manually update your network again — once you update to AccountRight 2022.4 Server Edition, all future updates will happen automatically. So that's less downtime for your business and more frequent improvements to AccountRight. Learn more...

API improvements

• Bill of Materials endpoint now allows querying of a single item

For more information about our API improvements, visit the API Support Centre.

Bug fixes

• We fixed a bug that prevented you from printing a receipt for a payment recorded from a bank feed transaction

• Fixed a DataInvalid error that prevented you from editing or deleting transactions

Performance improvements

• Improved the response time of the Items Register window

What's new

• Save time and minimise STP ATO rejections — your payroll details are checked each time you do a pay run and you're advised if anything needs to be fixed Learn more...

• Better reporting for Single Touch Payroll Phase 2 — the Payrun Activity [Detail] report within the payrun now includes STP Phase 2 ATO reporting categories

• More personalised invoice emails — if you've set up a new file and use AccountRight in a web browser, the default invoice email now pulls in customer information, such as customer name and invoice number

API improvements

• API can now retrieve the Bill of Materials (Auto-Build list) for an item

New features

• Employee Self-Onboarding button added to the Payroll command centre to make it easier to add employees — learn more

• Employee self-onboarding contact details are checked to make sure they're complete and in the right format

Pay Super users (AccountRight Plus and Premier, Australia only)

• SuperChoice Clearing House now processes all super payments, reducing payment times

• There's a new Product Disclosure Statement and a new Direct Debit Agreement

Bug fixes

• Resolved scenarios where incorrect COGS inventory values were calculated and used in transactions

Plus we've tidied up the look and performance of specific windows in AccountRight, and added other general performance improvements.

New features

When using AccountRight in a web browser, you can now:

• Re-download a bank file from the electronic payment transaction

• Enter up to 255 characters in the Customer PO number field in invoices (previously, 18 characters)

API improvements

• Resolved an issue where AccountRight API used incorrect pricing on an item

STP Phase 2 (AccountRight Plus and Premier, Australia only)

• We're continuing to get AccountRight ready for STP Phase 2

• If you're setting up STP after installing 2021.8, you'll be setting up for STP Phase 2

• The ETP Benefit Type button appears when you process a pay with ETP payroll categories that use STP Phase 2 reporting categories

2021.8.1 update (January 2022)

This is a minor update containing performance improvements.

New features

• (When using AccountRight in a web browser) Invoices now support longer alphanumeric invoice prefixes in invoice numbers

• Performance improvement to the Adjust Inventory window

Bug fixes

• Fixed an error causing AccountRight to close when recapping Transfer money

• Fixed an error causing AccountRight to close when deleting a Receive money

Plus we've added general performance improvements and we're continuing to get AccountRight ready for STP Phase 2.

New features

• Implemented the ability to select a form when sending an invoice to disk

• Added a new Direct debit requests button to the Sales command centre that opens a hyperlink to the Direct Debit portal in the user’s default Web browser (Australia only)

Bug fixes

• Resolved a recently introduced issue where receipts incorrectly show as unprinted in Sales > Print Receipts

• Resolved an issue with Profit and Loss [Cash] report not calculating correctly for imported transactions

• Resolved an issue where AccountRight was not remembering window sizes and locations from prior versions after being upgraded automatically

• Resolved an issue where AccountRight was incorrectly removing previous version information after automatically updating

• Resolved multiple issues with linked accounts on newly created files affecting both Accounting & pay runs (Australia only)

• Fixed an issue where an error was displayed for some users when processing your first payroll for 2022 financial year (Australia only)

• Improved handling of employee names on payslips (Australia only).

API / Developer General Improvements and fixes

• API / Developers: Add Attachment endpoints to the AccountRight SDK

• Public API / Developers: Added validation on Deposit to account for receive payments transactions.

2021.4.1 update (August 2021)

• This is a minor update containing performance improvements
  
  

e-invoicing improvements

We're continuing to improve the functionality and ease of use of e-invoicing in AccountRight’s browser interface. 

Find e-invoices easily: You can now filter your invoice list to show only e-invoices, and there’s an icon to show which of the invoices in the list are e-invoicing enabled.

Improved Tracking: You can now track the status of your e-invoice as it moves through your customer’s accounts payable process. You can see the status on the invoice list and the activity history on the invoice itself. A full list of the statuses can be found on this help page.

Payroll improvements (Australia only)

We're rolling out a few changes to provide better coverage in more tax scenarios as well as helping your business make the transition to paying Superannuation at the new rate of 10% from July 1.

• STSL Tax tables: For employers who have employees undertaking higher education and training programs we previously had separate tax scales for FS / HELP / FS + HELP, these have now been combined into one table called STSL.

• Working Holiday Maker - Not registered Tax scale: For Employers who have not registered for paying working holiday makers, we have added a new tax scale to support Working Holiday Maker - Not registered.

• Default Superannuation % change from 9.5% to 10%: The Super Guarantee (SG) rate goes from 9.5% to 10% as of July 1, for all new files created post-July 1 we will be defaulting the SG to 10%.

General improvements and fixes

• Fixed an issue causing documents to sometimes not upload when dragged and dropped from Microsoft Outlook

• Addressed a bug with some new company files being created with incorrect linked accounts

• Fixed an issue with Profit and Loss [Cash] not reporting correctly for imported transactions

• Fixed an issue causing AccountRight to crash when opening

• Resolved an error when the 'Update Now' button is clicked

AccountRight 2020.4 promises to be one of our biggest releases yet, giving you access to an entirely new way to work with AccountRight, along with further enhancements to reporting, multi-currency and more.  

Access AccountRight via a web browser You can now access your online AccountRight files through a web browser interface, giving you the best of AccountRight anywhere on any internet-connected device.  

Pass online invoicing card transaction fees to customers When your customers pay you with debit or credit cards using online invoice payments, you can pass along the 1.8% card transaction fee to them. And, we've made reconciliation of online invoicing payments easier.

Multi-currency enhancements We've made more improvements for users working in multiple currencies. You can now create general journals for more account types and we now support foreign currency remittance advices.  

Reporting improvements We've removed date range restrictions, allowing you to run key reports across an unlimited period.

Bug fixes and stability improvements We’ve continued the stability and performance focus from AccountRight 2020.3 into this release, with further crash and bug fixes making this release even more reliable and easy to use. 

Access your AccountRight file via your web browser

You can now access your online AccountRight file via your web browser. This allows you to perform your most common tasks from any online device, including mobile and tablet devices.

Send an invoice on site, code your bank transactions on the train, check your business performance in the coffee queue – browser access for AccountRight brings new levels of flexibility to the power of the AccountRight platform.

Find out more about working with AccountRight in your browser. 

Only online files with a current subscription can be accessed from your web browser. 

Just open your AccountRight company file as you normally would and click the Open in web browser button.

Online invoice payments (Australia only)

2020.4 is a big release for online invoice payments users, with the top two feature requests making their way to AccountRight.  

• Pass on card transaction fees (surcharging): In AccountRight 2020.4, you can pass along the 1.8% card transaction fee to your customers. The surcharge will be added to the invoice total and settled to your account after payment. Surcharging is only applicable to invoices paid with credit or debit cards (AMEX, Mastercard and Visa). BPAY fees cannot be passed on.

  

• Easier payments reconciliation: When funds from online invoice payments are settled into your account, AccountRight can automatically create a bank deposit transaction and clear the corresponding transactions from undeposited funds. This will save considerable time previously spent allocating the settlement amount to the individual payments.

Multi-currency improvements

This release improves the functionality of foreign currency general journals, introduced in AccountRight 2020.3:

• You can now post general journals in foreign currencies to other asset and other liability account types (this was previously limited to bank and credit card accounts)

• Foreign currency remittance advice is now supported for pay bills and spend money transactions.

Reporting improvements

AccountRight 2020.4 builds on the previous release by removing date range restrictions on more key reports, allowing you to run reports across unlimited periods that would have previously required you to restore a backup of that financial year.

• You can now run the profit and loss statement and balance sheet reports across unlimited periods.

• The date restrictions on the ‘send to accountant’ (.MYE export) functionality have also been removed.

• Exporting the profit and loss and balance sheet reports to Microsoft Excel has been improved, providing better formatting within the workbook.

Defect and crash fixes

We improved stability in AccountRight 2020.3 by over 60% and we’re continuing this focus with further crash and bug fixes, making 2020.4 the most reliable release yet.  

• When importing activity slips with decimals in the unit column, the payroll category wasn’t importing correctly. This has been resolved.

• Fixed display issues with longer item numbers

• We’ve also fixed the most common crashes that happened when

  • Processing payroll

  • Adding/removing attachments to transactions

  • Resizing or closing multiple windows.

API Improvements and fixes 

New BalanceSheetSummary endpoint

API users currently call the {cf_uri}/GeneralLedger/AccountRegister endpoint to retrieve the data they require from ARL to calculate an Account Balance which carries a number of limitations, particularly around dates. These limitations required manual calculation work which is cumbersome and can be inaccurate.

The new BalanceSheetSummary endpoint allows users of the API to quickly and easily retrieve account balances for balance sheet accounts as at a date for postable accounts. This endpoint will return accrual balances.

API bugfixes

• The incorrect order type was being returned from Sales and Purchases when performing a GET on the Sales Order and Purchase Order endpoints.

• The default Price Level field in the Company Preferences endpoint was returning an incorrect value.

• The Item Price Matrix endpoint was returning a 404 not found when retrieving items that were created using the API.