MYOB Release_Notes

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Release NotesMYOB Accounting v17 MYOB Accounting Plus v17MYOB Licence AgreementIMPORTANTREAD THIS CAREFULLY BEFORE PROCEEDING. This Product (consisting of the user documentation and the installation CD or other media containing the Software) is sold subject to the terms of a Software Licence Agreement, notification of which has been provided to you so that you are now legally bound by its conditions. The full terms of the Licence are included in the user documentation and the installation CD. HOWEVER, if the Licence Agreement contains anything of which you were not aware prior to purchasing the Product or do not agree to be bound by, DO NOT INSTALL THE SOFTWARE but return the Product to the reseller in its entirety and a full refund of the purchase price will be made. By installing the Software and keeping the Product you are confirming that you have purchased the Product subject to this Licence and are bound by its provisions.

OverviewFor simplicity, the term MYOB software is used to collectively refer to MYOB Accounting and MYOB Accounting Plus. When necessary, specific references are made to a single product, for example, MYOB Accounting Plus. Upgrading from a pre-2004 version of MYOB software If you are upgrading from a pre-2004 version of MYOB software (for example, MYOB Accounting v13), you need to activate your company file and upgrade your user accounts. When you have upgraded your company files and templates, refer to the support note Upgrading from a pre-2004 version available from myob.com.au/supportnotes/upgradepre2004, for more information. MYOB ODBC Direct If you use applications that rely on MYOB ODBC Directsuch as MYOB M-Powered Import Assist or a third-party add-on solutionand you have previously installed MYOB ODBC Direct, you need to uninstall that version before you can install your MYOB software. For more information, see Upgrading your ODBC Direct driver on page 7.

MYOB Technology Pty Ltd 2007

Complete these tasks to upgrade your software.Task1 2 3

See Install your MYOB software Upgrade files in your MYOB software Read about new features in MYOB software below page 3 page 10

MYOB Technical Support If you require technical assistance with MYOB software, see Technical support on page 8.NOTE :

Installing your softwareThe procedure for installing MYOB Accounting is the same as the procedure for installing MYOB Accounting Plus.

To install MYOB software1 2 3 4

If your computer only allows users with administrator privileges to install programs, log in as an administrator. If a virus scanner is enabled, disable it. Note that installation of some components may fail if you have a virus scanner running. Save any open documents and close all programs. Insert the MYOB software CD into the drive. An installation window appears.If the installation window does not appear Open the CD driveusually the D:\drivein Windows Explorer and click the autorun.exe icon.NOTE :

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Click Install and follow the on-screen installation instructions. When installation is complete, click Finish. Your default web browser displays the new features topic from MYOB Help.The new features topic did not display? You can view the new features topic when you start your software by clicking Whats New in this version in the welcome window.NOTE :

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If you disabled a virus scanner at step 2, enable it.

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Upgrading your filesYour MYOB company files created with a previous version of MYOB software need to be upgraded to use the new features. Customised reports, forms, letters and spreadsheets also need to be upgraded. Do the following for each company file.Task1 2

See Upgrade your company file Upgrade customised templates page 4 page 5

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

[M-Powered users only] Before you beginIn previous releases, your company data and your M-Powered Services Centre data were stored in separate files. In this release, these two files are integrated. The integration doesnt happen until you close or back up your company file for the first time using the new release of your MYOB software. Before you upgrade, ensure that: your company file and the file containing your M-Powered Services Centre data (a file with the same name as your company file and a .box extension) are stored in the same folder your M-Powered data file and your company file have the same name. For example, if the company file you are upgrading is stored at C:\AccountingPlus17\companyfile.myo, then your M-Powered data file should be stored at C:\AccountingPlus17\companyfile.box. For more information about M-Powered Services Centre data integration, see page 24.

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Step 1: Upgrade your company files1

Open the upgrade assistant. Go to the Windows Start menu > All Programs > your MYOB software folder (for example MYOB Accounting v17), choose MYOB Tools and then select the MYOB Accounting v17 Upgrade Assistant tool.

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The upgrade assistant welcome window appears. Click Next. The Find File to Upgrade window appears. Click Find File. The Select Company File to Upgrade window appears. Select the company file to be upgraded and click Open. If an M-Powered Services Centre warning window appears stating that a .box file cannot be located: If you use M-Powered Services, click Locate File, locate the .box file corresponding to your company file and click Open. If you do not use M-Powered Services, click Upgrade Company File Only. The Find File to Upgrade window appears. In the Find File to Upgrade window, the file path and name of the company file appear in the field below the Find File button. The proposed path and name of the company file, as it will be after upgrading, appear in the field below the Save As button. If you want to change the location or name of the upgraded company file: a Click Save As. The Save As window appears. b Select the file location, type a new file name and click Save.Restricted access to the Program Files folder in Windows Vista User Account Control (UAC) is a security feature in Windows Vista. If UAC is active, files saved in the Program Files folder can only be opened by the Windows user who saved the files. If other users need to access your company file, do not save it in this folder. For more information about User Account Control, see Windows Vista Help.NOTE :

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Click Next. The Confirm window appears. Click Next to start the upgrade. When the file has been upgraded, the Complete window appears. If you want to upgrade another company file, click Next or click Finish to close the Upgrade Assistant. If you customised any reports, forms or letters in your previous version of your MYOB software, proceed to Upgrade customised templates on page 5.

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Step 2: Upgrade customised templatesIf you use customised reports, forms, letters or spreadsheets, you need to upgrade these custom templates to use with the new version of your MYOB software. You can automatically upgrade your custom templates using an upgrade assistant (see below), or upgrade them manually by copying the templates to the installation folder (see page 6).

To automatically upgrade customised templates1

Open the templates upgrade assistant. Go to the Windows Start menu > All Programs > your MYOB software folder (for example, MYOB Accounting v17), choose MYOB Tools and then select the MYOB Accounting v17 Templates Upgrade Assistant tool.

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

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Click Start. The upgrade process begins.Old templates folders Before your custom templates are upgraded, the templates from the latest software folder (for example, myob17\Forms) are copied into a corresponding folder with the prefix Old (for example, Old Forms). These serve as a backup in case you accidentally delete some of the latest templates.NOTE :

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When the process is complete, the Finished window appears. Click Finish to close the upgrade assistant.

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To manually upgrade customised templates1 2

Open Windows Explorer. Locate and open the installation folder of your previous version of your MYOB software (for example, the folder located at C:\myob16). The installation folder contains these folders:FolderCustom Forms Letters

File extension *.rpt *.frm *.dot *.xlt *.bas

Description User-customised report templates Standard and user-customised form templates Standard and user-customised Microsoft Word document templates Standard and user-customised Microsoft Excel spreadsheet templates User-customised BASlink templates

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BASlink \Setup 3 4

Open the folder containing customised template files (for example, if you have customised invoice templates, open the Forms folder). Select only the template files that you created. To select multiple files, hold down the CTRL key and click each template.Avoid overwriting standard templates The standard templates included with the latest version of your software have improved features. To avoid overwriting the new templates with old versions, select only the template files that you created.NOTE :

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Go to the Edit menu and choose Copy. Open the corresponding folder in the latest version of your MYOB software (for example, the forms folder located at C:\myob17\Forms). Go to the Edit menu and choose Paste. Repeat from step 3 for each folder containing your customised templates.

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Upgrading your ODBC Direct driverYou need to use MYOB ODBC Direct v7 to continue using the following applications in conjunction with your MYOB software: MYOB M-Powered Import Assist a third-party add-on solution.Third-party solution compatibility Older versions of some third-party applications may not be compatible with the new ODBC files. Contact your solution provider to ask if MYOB ODBC Direct v7 is compatible with that solution.NOTE :

MYOB OBDC Direct v7 is installed automatically when you install your MYOB software. However, before you can install your MYOB software, you need to uninstall the previous version of MYOB ODBC Direct. Also, note that you may need to update the settings in the software that uses ODBC Direct to access your company file. For instructions, see the MYOB M-Powered Invoices User Guide, or contact the third-party software provider. Do the following to upgrade to ODBC Direct v7.Task1 2 3

See Delete datasource DSNs Uninstall ODBC Direct v6 or earlier Install your MYOB software below page 8 page 2

To delete datasource DSNs1 2 3

Open the Windows Control Panel through the Start menu. Choose Administrative Tools and then select Data Sources (ODBC). The ODBC Data Source Administrator window appears. On the User DSN tab, select the DSN with the MYOB_ODBC driver and click Remove.

Some third-party applications may use the MYOB ODBC driver Review the User DSN and System DSN lists. If you can find another DSN with a corresponding driver called MYOB_ODBC, contact the associated third party application provider for more information about updating the DSN for this application.NOTE :

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To uninstall ODBC Direct v6 or earlier1 2 3 4

Open the Windows Control Panel and select Add or Remove Programs. A list of programs appears. Select MYOB ODBC Direct and click Change/Remove. Follow the on-screen instructions to uninstall MYOB ODBC Direct. Go to Installing your software, on page 2.

Technical supportCalling MYOB Technical Support You can call MYOB Technical Support on 1300 555 123 from 7.30 a.m. to 9.30 p.m. Monday to Friday (Melbourne time). Technical support limitations Support is limited to the following MYOB product areas: installation, upgrade assistance, basic usability and basic functionality, as described in MYOB product documentation. MYOB cannot resolve connectivity issues caused by third-party services, service providers, hardware or software, or networking problems. MYOB phone support does not cover inquiries on general accounting or taxation issues, nor does it include application consulting or training. Getting support at MYOB websites Support Notes cover a variety of technical and general topics, ranging from installation problems to setting up and customising your MYOB software. You can search Support Notes 24 hours a day at myob.com.au/supportnotes. The MYOB websitemyob.com.auis frequently updated and contains news and links to many useful resources.

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Accessing resources on the installation CDYour MYOB software CD contains third-party software installers, information and other resources besides the MYOB software installer.

To access additional resources1

Insert the MYOB software CD into the drive. A welcome window appears.If the welcome window does not appear open the CD driveusually the D:\ drivein Windows Explorer and double-click autorun.exe.NOTE :

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

Adobe Reader Adobe Reader is a PDF (Portable Document Format) viewer. You need a PDF viewer to view and print the user documentation included with your MYOB software. Apple QuickTime If you intend to include graphics on your customised reports and invoices, install this program. Microsoft Internet Explorer To access MYOB Help online you will need Internet Explorer 5.5 or later. If you do not have Internet Explorer installed on your computer, install this program. MYOB ODBC Direct ODBC Direct allows programs such as Crystal Reports and Microsoft Outlook, to extract and manipulate information from a company file. For more information about MYOB ODBC Direct, see Upgrading your ODBC Direct driver on page 7. Documentation The User Guide and Release Notes are provided as PDFs. You can print additional copies of these documents, up to the number of licences you have purchased.

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

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New featuresFeatureCard Sync

See You can now synchronise your MYOB cards and your Microsoft Outlook contacts. If you use Microsoft Outlook to email and manage contact information, this feature makes it easier to keep your contacts up to date. You can now email and print a remittance advice for the following transactions: spend money credit refunds (to customers) pay bills. If you have reconciled a transaction in error or deleted a previously reconciled transaction, you can now undo the previous account reconciliation. To help you meet your WorkChoices requirements, the following payroll enhancements have been added: additional pay detail fields in employee cards new window for recording employee termination details additional information included on pay advice and paycheque stubs new fields for recording start and finish times on timesheets. If you want to order items to fulfil a sale, you can create a purchase order using sales quote or sales order details that you have recorded. You can now: import and export contact logs import and export custom lists specify how you want to import timesheet data. page 12

Remittance advices

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Undo bank account reconciliation

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Payroll [Accounting Plus only]

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Create a purchase order from a sale

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Import and export features

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FeatureM-Powered Services Centre Other new features and software changes

See The M-Powered Services Centre file is now integrated with the company data file. Record pre-dated recurring transactions Search the Recurring Transaction List Set a lock period date Change to Transaction Tax Codes report Change to Receive Items journal New Allocation Memo field details New Payroll Verification report New Purchases Register Open Item Receipts report Change to fringe benefits tax (FBT) reporting exclusion threshold page 24 page 24

Show Me How new feature demonstration moviesYour MYOB software provides Show Me How tutorial movies to demonstrate how to use the new features. The Show Me How movies run between one and four minutes. The movies in this release show you how to: send remittance advices synchronise MYOB cards and Outlook contacts create a purchase order when recording a sale use the new payroll feature to help you meet your WorkChoices requirements.

To view Show Me How movies1 2

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

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Card SyncYou can synchronise your MYOB cards and your Microsoft Outlook contacts. If your business uses Microsoft Outlook to email and manage contact information, this will make it easier for you to keep both your MYOB cards and your Outlook contacts up to date. Your MYOB cards are your customer, supplier, employee and personal cards stored in your MYOB card file. Your Outlook contacts are your contacts stored in your Microsoft Outlook address book. When you synchronise your MYOB cards and your Outlook contacts, you can: exportupdate your Outlook contacts with your MYOB card information. importupdate your MYOB cards with your Outlook contact information. The following details are imported or exported: company name or contact name, address details, email and web addresses and telephone, fax and mobile phone numbers.Show Me How movie If you want, you can view a Show Me How movie demonstrating this feature. For more information, see Show Me How new feature demonstration movies on page 11.NOTE :

Software required Before you can synchronise your cards, you need Microsoft Outlook 2000 (or later), MYOB Outlook Sync and MYOB ODBC Direct v7 installed on your computer. If you performed a standard installation of this software version, MYOB Outlook Sync and MYOB ODBC Direct v7 are already installed.

Synchronisation update rulesAs part of the synchronisation process, you choose whether or not you want to update the details for existing contacts. To do this, you select from one of the following update rules:RuleUpdate existing contacts Do not update existing contacts

Description New contacts are added and existing contacts are updated. You will not be prompted to confirm updates. New contacts are added but existing contacts are not updated. You are not prompted to confirm any updates.

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RuleAsk me to confirm updates

Description New contacts are added and you are prompted to confirm updates. If you select this rule, you specify how you want to deal with the discrepancies between the details in your MYOB cards and the details in your Outlook contacts. You can: review and update the details for each contact select to update all contacts (if you select this option, you will not be prompted to confirm any further updates) or skip an update for a contact and leave the details for the contact unchanged.

Exporting your MYOB cards to your Outlook contactsWhen you export your MYOB cards to your Outlook contacts, your contacts are saved by default to a corresponding group contact folder. For example, customer contacts are saved to a folder called MYOB Customers. Personal Digital Assistant (PDA) synchronisation If you want to synchronise your Outlook contacts with your Personal Digital Assistant (PDA), your contacts must be saved to the Microsoft Outlook default contacts folder. When you export your MYOB cards, you can select an option to save your contacts to this folder (see step 7 on page 14). Exporting custom fields If you want, you can include your Card File custom fields in the export. When you do this, you specify how your custom fields match the Categories, Anniversary, Birthday or Spouses name fields in your Outlook contacts. For information about setting up Card File custom fields, see the Contact management chapter in your user guide. Back up your Outlook contacts Exporting your MYOB cards to your Outlook contacts will change the details recorded in your Outlook contacts. Back up your Outlook contacts before synchronising. See your Microsoft Outlook user documents for instructions.

To export your MYOB cards to your Outlook contacts1 2 3

Go to the Card File command centre and click Cards List. The Cards List window appears. Click Sync Cards. The Synchronise Cards window appears. Select the card types that you want to synchronise.

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Click Synchronise Cards. The Outlook Sync - Import and Export Options window appears.

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If you want to include inactive cards in your synchronisation, select the Allow the export of inactive MYOB cards to Outlook option. Select a synchronisation rule from the Update Rules list. For more information, see Synchronisation update rules on page 12. If you want to change the export settings, click Settings. The Outlook Sync - Settings window appears.

a If you want to synchronise your Outlook contacts and your PDA, select the

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Import and export all MYOB cards to the default contacts folder option. All contacts are then saved to your default Outlook contacts folder. b If you want to export your MYOB custom fields to your Outlook contacts, select a matching Outlook contact field for Custom Field 1, Custom Field 2 and Custom Field 3. c Click OK. The Import and Export Options window reappears. Click Export. A Microsoft warning appears. Specify a period for your MYOB software to access your Outlook contacts: a Select the Allow access for option. b Select a period from the adjacent list. c Click Yes. The export process starts.

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If you selected the Update existing contacts rule or the Do not update existing contacts rule, the Outlook Sync - Export Summary window appears. Go to step 12 below. If you selected the Ask me to confirm updates rule, the Outlook Sync - Confirm Update to Outlook Contact window appears. Specify how you want to deal with each update. When you have confirmed all updates the Outlook Sync - Export Summary window appears. Review the export summary results.FieldAdded new contacts Updated duplicate contacts

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Description The number of new contacts added to your Outlook contacts. The number of Outlook contacts updated to match the details in your MYOB cards. Note that if you selected the Do not update existing contacts rule, updated duplicate contacts will always be 0. The number of cards you skipped (if you selected the Ask me to confirm updates rule) or the number of duplicate contacts (if you selected the Do not update existing contacts rule). Duplicate contacts have not been updated to match your MYOB cards. Note that if you selected the Update existing contacts rule, rejected cards will always be 0.

Rejected cards

Outlook import log If you want to view a list of the updated contacts and the problems encountered during the import, refer to the OutlookImport.html file. This filereadable by any web browsercan be found in the in the OutlookSync folder, which is located in your MYOB softwares folder.NOTE :

Importing your Outlook contacts to your MYOB cardsYou can import your Outlook contacts to your MYOB cards either from the default contacts folder, or from group contact folders created for each MYOB card type.Blank fields in your Outlook contacts are not included in the import If a field in your Outlook contact is blank but the corresponding field in your MYOB card is complete, this field will be skipped during the import process. This is to ensure that blank fields do not overwrite contact details recorded in your MYOB cards.NOTE :

Before you import Outlook contactsEnter the MYOB card type for each contact If you want to import your contacts to MYOB cards from the default Outlook contacts folder, enter the card type for each contact in the Categories field of the General tab.

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Create group folders for Outlook contacts If you want to import your contacts from group contact folders, you need to set up and save your contacts to folders labelled MYOB Customer, MYOB Supplier, MYOB Employee and MYOB Personal. For instructions on how to set up group contact folders in Outlook, refer to your Microsoft Outlook user documents. Check your outlook contact details Check that the details recorded in your Outlook contacts are up to date and entered in the correct fields. Back up your MYOB company file Importing your Outlook contacts to your MYOB cards will change the details recorded in your company file. To avoid losing MYOB card details, back up your company file before synchronising. For more information on backing up your company file, see the Managing user accounts and company files chapter in your user guide.

To import your Outlook contacts to your MYOB cards1 2 3 4

Go to the Card File command centre and click Cards List. The Cards List window appears. Click Sync Cards. The Synchronise Cards window appears. Select the card types that you want to synchronise. Click Synchronise Cards. The Import and Export Options window appears.

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Select a synchronisation rule from the Update Rules list. For more information, see Synchronisation update rules on page 12. If you want to import your Outlook contacts from the default Outlook contacts folder: a Click Settings. The Outlook Sync - Settings window appears. b Select the option Import and export all MYOB cards to the default contacts folder and then click OK. Click Import. The Microsoft Office Outlook window appears. Specify a period for your MYOB software to access your Outlook contacts: a Select the Allow access for option. b Select a period from the adjacent list. c Click Yes. The import process starts and the Blank Field Warning window appears. Click Continue. If you selected: the Update existing contacts rule or the Do not update existing contacts rule, the Outlook Sync - Import Summary window appears. Go to step 10 below. the Ask me to confirm updates rule, the Outlook Sync - Confirm Update of MYOB Card window appears. Specify how you want to deal with each update. When you have confirmed all updates the Outlook Sync - Import Summary window appears. Review the import summary results.FieldUpdated or added cards Updated or added cards with warnings Skipped contacts

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Description The number of cards added or updated in your MYOB cards. The number of cards updated but the details in your MYOB cards may be incomplete. The number of contacts you chose to skip (if you selected the update rule Ask me to confirm updates) and the number of contacts that were not imported because they contained blank Outlook contact fields.

Outlook import log If you want to view a list of the updated contacts and the problems encountered during the import, refer to the MYOBImport.html file. This filereadable by any web browsercan be found in the OutlookSync folder, which is located in your MYOB softwares folder.NOTE :

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Send remittance advicesYou can advise suppliers that you have paid a bill or advise customers that you have made a refund by sending a remittance advice. A remittance advice can be printed or emailed for Spend Money, Credit Refunds and Pay Bills transactions.Show Me How movie If you want, you can view a Show Me How movie demonstrating this feature. For more information, see Show Me How new feature demonstration movies on page 11.NOTE :

You can print a remittance advice in the following ways: directly from the transaction window, when you record a transaction in the Spend Money, Settle Returns & Credits or Pay Bills windows.

later, in a batch, by selecting either To be Emailed, To be Printed or To be Printed and Emailed from the Remittance Advice Delivery Status field in the Spend Money, Settle Returns & Credits or Pay Bills windows.

To print remittance advices in a batch, click Print/Email Remittance Advices in the Purchases command centre. If you want, you can customise the look of your remittance advices. For more information, see the Forms chapter in your user guide.

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Undo bank account reconciliationsIf you have reconciled a bank account transaction in error or deleted a previously reconciled transaction, you can undo the previous bank account reconciliation. When you undo a reconciliation, all transactions for that period return to an unreconciled status. If the error was made in a reconciliation earlier than your last reconciliation, you can undo several reconciliation periods in succession in your current financial year. Note, when you undo an account reconciliation, you need to reconcile each transaction again and reprint your reconciliation reports. Before you undo a reconciliation We recommend that you back up your company file before you undo a reconciliation. Then, if you decide that you shouldnt have undone the reconciliation, you can restore the backup file.Purged transactions cannot be re-reconciled a period where transactions have been purged.NOTE :

Do not undo a reconciliation for

To undo an account reconciliation1 2 3

Go to the Banking command centre and click Reconcile Accounts. The Reconcile Accounts window appears. In the Account field, type or select the account for which you want to undo the reconciliation. Click Undo Reconciliation. The Undo Last Reconciliation window appears, confirming the account and date of the reconciliation you are undoing.

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Click Back Up to make a backup of your file if you have not already done this. Click Undo Reconciliation. A confirmation window appears. Click OK. The Reconcile Accounts window reappears.

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[MYOB Accounting Plus only] Payroll detailsTo help you meet WorkChoices requirements, the following payroll features have been enhanced.Show Me How movie If you want, you can view a Show Me How movie demonstrating these features. For more information, see Show Me How new feature demonstration movies on page 11.NOTE :

Card Information windowYou must now assign an employment category and employment status to each of your employees. You enter these details in the Payroll Details view of the Card Information window.

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When you enter a termination date, a zoom arrow ( ) appears next to the Termination Date field. Click the zoom arrow to enter the termination details for the employee. For more information, see Enter termination details on page 21. Select the Employment Category: Permanent or Temporary. Select the Employment Status: Full Time, Part Time, Casual or Other.

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Default values upon upgrade Upon upgrade the value of the Employment Category field will be Permanent and the value of the Employment Status field will be Full Time. Change these values for those employees who dont fall into these categories.NOTE :

Employment Details report Information from the employment category and status fields is included on the Employment Details report (formerly called the Payroll List report), which is available in the Index to Reports window.

Enter termination detailsYou can now record details of an employees employment termination in the Termination Details window.Complete all other termination procedures before entering the termination date Entering a termination date clears entitlement balances and standard pay information for the employee.NOTE :

To enter termination details1 2 3

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Go to the Card File command centre and click Cards List. The Cards List window appears. Display the card of the employee whose employment is being terminated and click the Payroll Details tab. Enter the termination date in the Termination Date field and click TAB. A message window appears, stating that entitlement balances and recurring pay details will be cleared. If you want to proceed, click OK. The Card Information window reappears. Click the zoom arrow ( ) next to the Termination Date field. The Termination Details window appears.

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Complete the fields in the window and click Record.

[ MY O B A C CO U NTI N G P L U S O N L Y] P A YRO L L DETA I L S

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Employment Details report Information from the fields in the Termination Details window is included on the Employment Details report (formerly called the Payroll List report), which is available in the Index to Reports window.

Payroll advice detailsThe following fields now appear on an employees payroll advice: hourly pay rate name of the superannuation fund current pay and year-to-date amounts for each superannuation payroll category superannuation type for each superannuation payroll category.

Include start and finish times on timesheetsYou can now enter an employees start and finish time on timesheets. Select the Display Start/Stop Time Column option in the Enter Timesheet window, and enter the start and finish details in the Start/Stop column.

Note that information entered in the Start/Stop field does not affect the calculation of hours on timesheets. Import and export Start/Stop times You can also include Start/Stop data when you import or export timesheets.

Create purchase orders from salesIf you want to order items to fulfil a sale, you can create a purchase order using the sales quote or sales order you have recorded. Note that this feature is not available for Time Billing sales.

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Show Me How movie If you want, you can view a Show Me How movie demonstrating this feature. For more information, see Show Me How new feature demonstration movies on page 11.NOTE :

To create a purchase order from an existing sale1 2

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Go to the Sales command centre and click Sales Register. The Sales Register window appears. Locate and select: a quoteclick the Quotes tab and select the quote you want to use. an orderclick the Orders tab and select the order you want to use. Click Create PO. The Purchases window appears, with the new purchase order displayed. The line items from the sales quote or order are automatically transferred to the new purchase order. Enter a suppliers name in the Supplier field. The suppliers address details appear in the Ship to field and the name of the customer for whom the quote or order has been created appears in the Journal Memo field. Enter a purchase price for each item. Make any changes you want to make. For example, you may want to change the transaction date to todays date, or add items to the order. Click Record. The new purchase order is created and the original sales quote or order remains in the Sales Register window.

Import and export featuresThe following changes have been made to the import and export functions of your MYOB software.

Import and export contact logs and custom listsYou can now import and export contact logs and custom lists. Go to the File menu and choose Import Data or Export Data and then select Contact Logs or Custom Lists. For more information, see MYOB Help.

Specify how you want to import timesheet dataWhen importing timesheets, you now have the option to identify imported employee data by Card ID, Record ID or Co./Last name.

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M-Powered Services Centre data file integrationIn previous releases, your company data and your M-Powered Services Centre data were stored in separate files. In this release, these two files are integrated. The integration doesnt happen automatically during the upgrade but when you close or back up your company file for the first time using the new release of your MYOB software. However, if you have a lot of M-Powered information, or you are using your MYOB software on a slow network, it may take more than a few moments to access this information. If this is the case, you can reduce the access time by keeping your M-Powered information separate from your company file.

To keep the M-Powered Services Centre data separate from your company file1 2 3

Open your company file. Go to the Setup menu and choose Preferences. Click the Security tab and deselect the Integrate the M-Powered Services Centre and MYOB Company File option.

Other new features and software changesRecord pre-dated recurring transactionsYou can now record recurring transactions with a start date prior to the system date. However, you cannot: set a start date that is earlier than the conversion date set a start date that is earlier than the beginning of the current financial year set a start date that is within a locked period record pre-dated transactions automatically. This means that you cannot select the Automatically record this transaction when due and notify alert in the Edit Recurring Schedule window.

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Search the Recurring Transaction ListThere are now two ways to find a recurring transaction in the Recurring Transaction List window. You can either: sort the transactions by name, type or frequency search for a transaction by name, amount and next due date.

Set a lock period dateYou can now set a lock period date. Previously, you could only set a lock period for transactions that were posted before a particular month.

You can also set a lock period in the next financial year. You might do this, for example, to facilitate end-of-year accounting. Previously, you could only set a date within the current financial year. You set lock period dates in the Security tab of the Preferences window.

Change to Transaction Tax Codes reportThe Transaction Tax Codes report now sorts and presents transactions by account number. Previously, transactions were sorted by date.

Change to Receive Items journalWhen you record a supplier bill against a receive items transaction, the original receive items transaction is now reversed and locked. Reversing, rather than deleting the receive items transaction: creates an audit trail entry, and provides for consistent financial reporting for the period between the receipt of items and the receipt of a bill.Transaction date The date of the transaction that is recorded in the Receive Items Journal is the date the supplier bill is recorded.NOTE :

O TH ER N EW FE A TU RES AN D S O F TW AR E C HA N GE S

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New Allocation Memo field detailsThe Allocation Memo field on the Job Activity Detail report and Job Transactions report now displays additional information for most transaction types. The information that appears in the Allocation Memo field is sourced from the following transaction fields: Description field (Item, Service, Professional and Miscellaneous sales and purchases) Notes field (Time Billing sales).

A new Payroll Verification reportBefore you process your employees pays, you can view the details of each employees paycheque in the Payroll Verification report. This report shows wages, superannuation, entitlements, deductions, employer expenses and taxes. The report details are unique to each pay run, and available only from the Process Payroll assistant. It does not appear in the Index to Reports window.

New Purchase Register Open Item Receipts reportFor each open item receipt, this report displays the ordered, received and unbilled quantity and value of each item within a selected date range, for all suppliers or a selected supplier.

Change to fringe benefits tax (FBT) reporting exclusion thresholdFor the FBT year commencing 1 April 2007, the FBT reporting exclusion threshold increased from $1000 to $2000. As such, you only need to report grossed-up taxable fringe benefits amounts of $3740 (that is, $2001 / (1 - 0.465)) or more on payment summaries.

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