What’s new in MYOB Practice Management

MYOB Practice Management 2025.4.0 Release Notes
Client Enquiry & Maintenance
Advanced Search
1. Region-specific terms for Client Enquiry Source have been implemented in the Advanced Search. Multi-select functionality has also been added for the filters Office, Partner, Manager, In Charge, Group, and Type, improving search flexibility and user experience.
2. Advanced Search now has a new report based on data from Planner. The new Planner Data report allows you to track profitability and manage projects across multiple boards.
Client Enquiry and Onboarding
1. Client Verification has been enabled for all entity types across the Client Enquiry and Client Onboarding processes. The Client Verification Report has been updated to match this update.
Client Maintenance
1. A new field, “Date Ceased to be a Resident,” has been added under the Tax Details section on the Client form.
This field becomes visible only when the “Resident” checkbox is unticked, allowing users to record the date when the client ceased to be a resident.
Contact Enquiry & Maintenance
Contact Maintenance
1. Introduce System option “Contact's Alternate Number Description” to turn the existing Fax field into another mobile field as a more updated need on Alternative mobile numbers as opposed to Fax.
Planner
Projects
1. In Planner, customers can now quickly update Project names before duplicating a Project during Planner Rollover. Just use the find and replace fields to adjust project names.
Jobs
1. In Planner, when Job is already saved with No Client and Assignee, assigning a Client thereafter will automatically assign the Assignee according to what is setup in Board Settings. This functionality is working for adding Jobs from Ghost rows, Job Popup and adding from Project line.
Filters, Views, etc
1. In Board Jobs view, Completed jobs used to show under Date category instead of just showing completed. As an enhancement request, new “Completed” category for jobs has been created and added to the "Group by Date" option.
2. The Project Gannt View has been adjusted to show only 1 month before and after the Projects. Previously this was showing 1 Year before and after causing the Excel export to be excessively large as well as the horizontal scroll bar.
Timesheets & Disbursements
Timesheet widget quick capture
1. The Timesheet Widget has been enhanced with a new Pin feature available on the Timer tab.
When pinned, the Timer remains open as a separate window and can be dragged within the same screen. The pinned Timer stays visible while navigating across pages that already include the Timesheet Widget in the navigation bar.
CRM Maintenance
Employee Maintenance
1. Reverted the change to sending Employee Welcome Emails, that would use the logged in Employees Email address. This caused the emails to get blocked by mail servers as “spoofing”. The Welcome emails will now come from the System Account Setup.
Global Update Utility
1. As enhancement request when updating the Client Manager via Global Update Utility, when confirming the pop-up for Task Manager update, the update of the Bill Manager has been added as well. This change will be applied to the clients whose Task Manager and Bill Manager are matching.
Other
Timesheet Periods
1. An adjustment was made to the Timesheet Periods are created. Previously, if there was a case where the week would have a single working day, this would be included in another week to create a 6 day week. This is confusing as users are then unsure why they cannot submit the complete week as the 1 day is included. This will now create a one day week that can be submitted independently.
Alerts
1. The Alert Page has been fully redesigned and migrated to the new technology. Users can now configure Filters as needed and customise Column visibility. Export to CSV is supported, and users can also switch between Table and Grid view.
· The Action dropdown includes Edit and Clear/Reset options. For specific Notes, a View Related Page action is available, providing direct navigation to the corresponding record.
· Alerts can now be cleared or completed either via the Clear/Reset option in the dropdown or by clicking the tick/cross icon within the Cleared column.
BUG FIXES
The following issues have been addressed during this latest Release.
Client Onboarding Date Issue: Fixes an issue where Dates created through Client Onboarding contained a timestamp and were not saving correctly has been resolved.
Client Enquiry Misaligned Icon: Fixed an issue in Client Enquiry where the Filter icon was misaligned, ensuring the hover area now matches the icon position.
Planner Jobs Hours Not Calculated: Fixed an issue in Planner Bulk Updates where Hours were not calculated, ensuring they now calculate correctly.
Planner Infinity Loop on Jobs: Fixes an issue on Planner where users were able to select a Sub job as a Parent job on an actual Parent job, causing an infinite loop problem, thereby causing the Project List to no longer display the list of Jobs.
Status Not Updated when dragging Jobs: Fixes the issue in Planner Project Board View, where dragging Projects did not update their status.
Employee Gantt View in Planner was not refreshing: Fixes issue where the Employee Gantt View in Planner was not refreshing the data after filters are applied, has been resolved.
Alert on deleting a mentioned Employee: Fixes the issue where deleting a Mentioned Employee in a Planner Note before saving a Note still creates an Alert.
Timesheet Widget Can' Submit: Resolved an issue where the Submit button on the Timesheet Widget became inaccessible due to display resolution and zoom settings.
Bilings Open Item Fee Wizard: Fixes Issue with Open Item Billing Wizard, when zooming in the Wizard screen didn’t auto-size correctly has been solved. The blank space above and below the list grid has been removed, allowing more entries to show. Also, buttons on the bottom of the modal are now static even when resizing the window.
Credit Notes Show All Offices: On Credit Notes in the Multi Select view, all offices will be listed if the “Show All Offices” checkbox is selected.
Debtors Interest Calculation: On the Debtors Interest Calculation page, only the Current Period Batches will be displayed in open Batch View.
Rates not showing on Disbursement Bulk Capture: Fixes issue in Disbursement Bulk Capture, where the Rate was not showing for Tasks with an underscore (_) in the Task Code, has been addressed.
Creditors Can't Post: Addressed an issue that prevented Creditors transactions from Posting.
CRM Maintenance Status Types: Fixes Issue with editing entries on GL Analysis tab under Status Types, has been solved by allowing edit of status types on pages other than the first one and blocking the pages from switching. Also, besides searching by the Code, searching by Description has been included as well.
Global Update Utility: Resolved an issue where the Global Update Utility page failed to load data when attempting to update the Interest Flag, ensuring the data now displays correctly for processing.
Navbar Menu Items Sorting: The sorting by Name has been applied again on Menu items, as it was reverted in the previous Release.
Office Admins can't manage permissions: Fixes an issue after the previous Release where staff without the "Administrator" role faced security restriction issues.
Timesheet Report: Fixes issue on Timesheet Approvals page calling Timesheet Status report by Period from the Approved/Posted tab, used to return the error.
Client User Defined Listing Report: Address an issue where the UDF Filter would not load data.

2025.4.0 - Release Announcement - MYOB Practice Management
Release Announcement - MPM 2025.4.0
In this release, we have added a new Advanced Search report, a redesigned Alerts page with improved filtering and export options, along with several Planner enhancements, including find-and-replace for job names during rollover, and a new pinnable Timer for the Timesheet Widget. It also includes more than 15 bug fixes.
The complete Release Notes for MPM2025.4.0 can be found here.
New Advanced Search report
This release includes a new Advanced Search report: Planning Data Report, in addition to the recent Advanced Search reports added in October 2025.
NEW! Planner Data Report
The new Planner Data Report makes tracking high-level profitability and project status across the Practice quick and easy. This report complements the project-level review that you do in Planner. You can also customise, save, and share Planning Data reports to quickly keep a handle on your work.
You can access this new report by going to CRM -> Advanced Search -> PlanningData - Adv Search.
Advanced Search reports need to be assigned to roles via Settings > Administration > Security Management Admin before access.
NEW! Timer Widget
The new Pin feature lets you keep the Timer open in a separate, movable window as you navigate across pages, so you can capture time on the fly without losing your place.
Client verification improvements
Client Verification now works across all entity types, so you can streamline your AML/KYC compliance workflows and reduce the risk of unverified clients slipping through
Planner improvements
Find-and-replace for job names during Rollover.
Update job names in bulk during Planner Rollover, so you can complete your annual rollover faster and start the new year with accurately named jobs from day one.
Completed jobs category.
Completed jobs now appear in their own category when grouping by date, giving you a cleaner view of what's still outstanding.
Tighter Gantt view date range.
The Project Gantt View now shows just one month either side of your projects, making exports smaller and navigation faster.
Auto-assign when adding a client to a job.
Adding a client to a job now automatically assigns staff based on your Board Settings, so fewer incomplete jobs slip through the cracks.
Alerts Page redesign
The Alerts page has been completely redesigned to give you configurable filters, flexible views, and one-click clearing, so you can spend less time managing notifications.
Global Update Utility
Update Client Manager and Bill Manager in a single step, so client responsibilities stay aligned when your team changes.
Bug fixes
This release addresses more than 15 issues, including fixes to Planner bulk updates, timesheet submission at different zoom levels, creditor posting, and office administrator permissions.
MYOB Practice Management 2025.3.1 Release Notes
NEW FEATURES & ENHANCEMENTS
This latest Release brings you a host of exciting features and improvements.
Client Enquiry & Maintenance
Advanced Search Reports
1. Reports for Debtors Transactions and WIP Transactions are now available in Advanced Search.
Advanced Search
Security can now be assigned to Advanced Search reports, this will allow assigning Advanced Search Reports to a Security Role. "Refresh Security Cache" button functionality has been added on Administration Page to Create Security Tokens for Advanced Search Report. The List of Reports will only show the ones you have Security for.
When Grouping is applied on Advanced Search Reports, for the columns that are number type, Totals will appear on Grouping header. They are representing the Sum of column values per grouping.

Additional changes made:
When new grouping is added, it goes inside the ordering, pushing all the previous groupings upside.
Columns that are currently hidden can still be used for grouping. If they are removed from the grouping, they will remain hidden.
Columns that are visible when added to the grouping, will be hidden from the table during grouping. They will become visible again, when removed from it.
Values in number columns are rounded to two decimal places.
Added Appropriate data types for columns containing Text, Number, Date, and Boolean, to ensure accurate data processing and enable precise filtering, sorting, and aggregation.
Numbers are displayed with two decimal places.
dates follow the editor's format settings.
Boolean values are represented by icons: a check mark for true and a cross for false.

Column Filters have been enhanced to mimic “Excel Filters”, allowing greater control to achieve the desired result. These Include Multi Select, and custom filters for Greater Than, Not Contain, etc, to refine and exclude data.
Row Actions and Global Actions have been added to enhance functionality. Global Actions also support grouping for better organization and usability.
A new Report for “Client Enquiry” has been added. This will mimic the existing Client Enquiry Page with the same functionality, including all the features from Advanced Search like Custom Filtering, Column ordering and Column pickers.
Any Firms making use of the older Advanced Search now have their Existing Reports automatically migrated to the New Advanced Search Page.

Client Enquiry
Added Beneficial Owners to the Client Links page to view and/or capture new BOs. This gives non-Secretarial Users the ability to view and capture a company’s Beneficial Ownership register, without needing access to the Secretarial Registers. All BOs will be displayed that are created Automatically via the Register, as well as Manually created BO links, however, only the Manually created BOs can be edited or added on this page.
A new Security Token (Maintenance – Client Links BO) will need to be assigned for Users to Capture and Edit Beneficial Owners from this page.
Clicking the Beneficial Owners Button will open a pop up to complete the details to capture a new BO for the Company.
Clicking the Edit Button will allow you to edit any details if the Ownership changes or Delete the BO if no longer required.
On Client Enquiry when printing the Fee from Unpaid Entries, an option has been added to Print the Word Invoice template. Word Invoice use depends on “Use Word Template in Processing” System Option, only when enabled the report option becomes visible.

Planner
Boards
A new Setting has been added to the Planner Boards for ‘Auto Populate Assignee With’ with the options: None (default), Client Partner, Client Manager, Client In Charge, Task Partner or Task Manager.
When creating a New Job, the Assignee can now be auto-filled based on the selected option.

Projects
When Duplicating Projects in Planner, a tick box option for "Keep original Job Owner" has been added. When left unticked (by default) duplicated Jobs will have the Logged in user as the job owner. And in case when ticked, duplicated Jobs will keep the Original Job Owner. Same functionality has been applied when duplicating multiple projects.

Processing
Billings
Fees, Open Item Fees, Invoices, Interest, Reversals
When using the Open Item Billing Wizard, only the selected timesheet hours will now pull through to the Invoice line item. Previously the total hours on the Task would populate. This can still be edited if required before saving.

Receipts
Added a new System Option "Auto Populate Receipt amount with Invoice Unpaid Amount” which is default to YES (existing functionality). When set to YES Receipt Amount will be prepopulated as before, when set to NO Receipt will default the Value to Zero, so User can input their own value.

Disbursement Bulk Capture
For Disbursement Bulk Capture, on Not Ready status – Post button has been added (this will Submit, Approve and Post the batch) and on Submitted status – Approve and Post button (this will Approve and Post the batch). Security has been also applied and only batches with specific approvers that match logged in Employee can be posted.

Debtors Interest
Debtors Interest page has been re-written in New Tech, so it’s a replacement for the old interest calculations. This includes enhancements to the existing Debtors Interest calculation, like allowing the Calculation to be reset if Debtor balances have changed and the calculation needs to be redone, allowing the calculation to be run multiple times for different Offices, using Auto Numbers or System Assigned numbering sequence.
On the new page, Office dropdown will default to All, and Batch Approver dropdown to the current user if he exists in the options.
The checkboxes are always disabled, and their values will come from the system options: “Use Client Office as Interest Office” and “Use Partner Service Line as Interest Service Line”. Their values are used later in the Proceed process.
Proceed button will launch a pop up to ask a user if he wants to do The Debtors interest run. When confirmed, Interest batch will be created under the Billings.
Office Setup on each office is also used for the Interest Amount on outstanding Debtors Balances.
Reset action button in the grid next to every batch will show a reset confirmation dialog. On Billings page, we have blocked deleting Interest batches.
The Period Roll over page has been updated to look at the new interest calculation to remind the user to run the Interest Calculation.

Reports
Debtors Control Report: Added a multi-select option to the Office Filter.
Aged WIP Analysis Report (and Summary): Added a multi-select option to the Office Filter.

BUG FIXES
The following issues have been addressed during this latest Release.
Integrations
Integration Schedules: Fixed an issue where some integration schedules were not running or were blocked due to zombie jobs.
Now Infinity: Fixed an issue where new connections to Now Infinity did not populate the entity dropdown on the configuration page
Nimbus: Fixed an issue where the Nimbus tab did not display in the client profile.
iMagage: Fixed an issue where iManage Button was not working for non-C999999999 client code clients
MYOB AR: Increased the entity limit on MPM to 50 characters to match MYOB AR.

Client Enquiry & Maintenance
Client Enquiry
Address the issue on Documents Tab whereby ticking the option to Show Tax Documents would display an error.

Advanced Search
On Advance Search, the Multi-Select filters used to pass data only the first item selected but are now working properly when multiple values are included. In those filters, selecting “All options” will unselect all previously added options. Also when any other option is picked – “All option” will get unselected.
The issue with the Date Filters has been addressed. If Default Dates are set, the Filters will apply based on the specified Default Dates. If no Default Dates are set, the Filters will continue to operate based on the values present in the Database.

Client Onboarding
On Client Onboarding request for Individual Client type - Verification step used to raise restriction of mandating 2 Alternate Identification documents, even when Primary is populated. Now Verification only requires either "Primary Documents" OR "Alternate Documents" entering (when Primary is captured validation on Alternate is ignored and if Primary is left empty, it enforces Alternate is completed).

Planner
General
Resolved an issue in Planner where attempting to save a Job without a Description would cause the Save action to fail.
The issue where saving a Mention Note using the ‘Save Changes’ action did not trigger an Alert has been resolved. Mentions can now be successfully saved and alerts triggered for both new and existing Jobs or Projects.

Boards
On Planner, when moving a Project from one Board to another, the Close button on the confirmation pop-up has been relabelled to Cancel.

Jobs
When importing Jobs and setting the Parent Job column to circular references, Planner would no longer load data for that Project. After solving the issue, when importing Jobs that have circular references in a Parent - Child relationship, the system will only retain one relationship to prevent potential issues and avoid creating a circular loop.

Timesheets & Disbursements
Calendar Style Timesheets and Disbursements
When you capture time on behalf of someone else, the entries that pull through from Planner used to be relevant to the capturer and not the timesheet user. Now, when capturing TS for someone, only jobs assigned to him are loading, but also depending on whether they have rights granted on the Board.

Processing
Receipts
Implemented additional checks on Posting and Approving of Receipts Batches to avoid any duplications of Receipts when actioned by multiple users at the same time.

Receipt Allocation
When updating the Receipt Office on the Receipt Allocation page, the Entry Group drop-down list would not refresh to the newly selected Office list. This has been corrected. Also, when an Unallocated Receipt Office is updated the matching zero Invoice Office will also be updated to completely move the transaction to the newly selected Office.

Recurring Billing
Address an issue that prevented the User from changing the Amounts on the last Recurring Billing Template line item.

Bank Manager
Removed the restriction on the Bank Management Dashboard to show only 30 bank accounts.
Corrected the spelling error in the message while loading the Bank Statements.
An issue that occurred during file import in Bank Manager, where the message ‘Cannot read properties of undefined (reading 'length')’ appeared, has been addressed. The Mandatory fields for uploading a template are Date, Reference, and Amount. If any of these Mandatory fields are missing, the Template will not be saved, and a message will be shown to indicate the issue. Also, when setting up a New Bank, the mapping field EffectiveDate is now used instead of Date, to ensure compatibility with the default template.

2025.3.1 - Release Announcement - MYOB Practice Management
Release Announcement - MPM 2025.3.1
Release date: 12 October 2025
In this release, we've got several great improvements that are responses to your feedback, and they'll save you time every day.
See the Release Notes for more information.
New Security Improvements
NEW! We are making MPM even more secure with the latest update.
MYOB Practice Management now uses a new identity and security framework for improved and more robust security.
You may need to refresh your browser or delete cookies before using MPM 2025.3.1 for the first time.
To refresh your browser, please press Control + F5 on the MPM login page.
Alternatively, you can also delete cookies when using Microsoft Edge or Google Chrome.
New Reports - WIP Transactions & Debtor Transactions
NEW!We've added new Advanced Search powered reports for more useful WIP and Debtor reports
Based on feedback from customers, we've reproduced the WIP Transactions and Debtor Transactions reports so that they make use of the new features unlocked by Advanced Search.
Now both of these reports have advanced filters, drag and drop column placement, and field groupings. Reports can be saved and shared for reports that show just what you need, where you need it.
Please note: New reports must be configured via the Administration menu, then Security Management , before accessing them in Advanced Search. Learn more.
NEW! We've introduced a new version of our integration server with more stability on integrations.
We have improved our integration server to address issues where long-running tasks could block while calling an external partner and also block subsequent integrations from running.
This helps reduce occurrences of missed schedules overnight.
Advanced Search
We've made several changes to Advanced Search that mean that you no longer have to export to Excel to group and filter. Save time by having your reports in just the right format, right at hand.
NEW!Group fields for concise reports
The new field grouping feature in Advanced Search makes it quicker and easier to drill down in reports to only see what you want. The new group row will show you the total of any displayed Number field in the group.
NEW!Powerful filters options = no more Excel exports
We've also added some more powerful column filtering options. You can now select multiple values, or even use filters like "greater than", "less than", "contains" and others.
Processing - Disbursements
NEW!Skip the queue with Approve and Post
When processing Disbursements with the Bulk Capture function, approvers can now simply send any "Not Ready" Batch straight to "Posted".
Don't worry - the normal approval security rules still apply and this is only available to users with the appropriate permissions.
Planner - Boards
NEW! Quickly add the right person to a new job
We've added a new "Auto Populate Assignee With" feature. Save time when creating a job by auto assigning to the right person.
You can choose from: None (default), Client Partner, Client Manager, Client In Charge, Task Partner or Task Manager.
Planner - Projects
NEW! Save time with the new 'Keep original Job Owner' option
Previously, if you weren't the Job Owner, you used to have to re-assign the Job Owner each time you duplicated a project.
Now, we've added an option to copy the Job Owner from the original project.
Other improvements
There are lots of other improvements. See the release notes for more.
MYOB Practice Management 2025.2.1 Release Notes
NEW FEATURES
Client Enquiry & Maintenance
Advanced Search
NEW!
Advanced Search has been redesigned and updated to New Tech. This brings a New Platform that will be used as a customised reporting Solution as we add further functionality in future releases.
Learn more.

Client Enquiry
New System Option "Auto Create Contacts using Proper Case"
has been added to allow proper casing when the Contact has been created automatically. When it is in the defaut disabled state, Client name casing should be kept. If the System Option is enabled, then Contact creation uses Proper case syntax (I.e. "BRADLEY MULLER" will become "Bradley Muller"). This only affects First Name, Surname and Title.
A new checkbox labelled ‘Show Archived’ has been added next to the ‘Show Completed’ checkbox under the Client View – Planner tab, enabling the display of Archived Jobs and Projects.

Bank Manager
Added performance optimizations when importing Bank Transactions to reduce the time when importing and avoiding the page
Timing Out
while waiting for the import process to complete.

BUG FIXES
Planner
Jobs
When importing Jobs and setting the Parent Job column to circular references, Planner would no longer load data for that Project. After solving the issue, when importing
Jobs
that have circular references in a
Parent - Child relationship,
the system will only retain one relationship to prevent potential issues and avoid creating a circular loop.

Integrations
Now Infinity
1. Fixes an issue where Entities could not be selected while configuring Now Infinity.
2025.2.1 - Release Announcement - MYOB Practice Management
Release date: 10 Aug 2025 
This is new! What's a Release Announcement?
After some customer feedback, we’re sharing a Release Announcement when we update MYOB Practice Management. Release Announcements tell regular users about recent high impact changes and how they'll benefit from them. You can learn more about the difference here.
We’ll continue to provide the more comprehensive Release Notes for technical users.
The Release Notes for this version, 2025.2.1, can be found here
What’s changing in this release?
Advanced Search
We’ve made some significant changes to how Advanced Search works and looks. 
Note: You’ll need to be given permission by an administrator to access Advanced Search.
Boost your productivity with customised reports
The redesigned Advanced Search enables custom reporting. You can now build and save reports that work for you by using the more powerful filters, quick sorting, and the new grouping feature.
Make teamwork easier with custom reports you can save, favourite and share
You can now save and mark your custom reports as favourites, so you and your colleagues can easily access consistent reports across your practice, without reinventing the wheel every time.
Boost responsiveness and complete common tasks quicker with improved Quick Actions
We’ve added Quick Action buttons to many fields so that you can quickly change task status or jump to other workflows directly from your reports.
Advanced Search resources
2025.2.1 - Release Notes - MYOB Practice Management on the MYOB Practice Management knowledge base
Advanced Search (including video demo) on the MYOB Practice Management knowledge base

Other improvements
Automatically apply the proper case when contacts are created
New option to display Archived Jobs and Projects in the Planner
Imported jobs with circular parent-child relationships are now handled gracefully
Brand new integration connections with Now Infinity can once again be created

MYOB Practice Management 2025.2.0 Release Notes
NEW FEATURES
Client Enquiry & Maintenance
Client Enquiry
New System Option "Auto Create Contacts using Proper Case"
has been added to allow proper casing when the Contact is created automatically. When it is in the defaut disabled state, Client name casing should be kept. If the System Option is enabled, then Contact creation uses Proper case syntax (I.e. "BRADLEY MULLER" will become "Bradley Muller"). This only affects First Name, Surname and Title.
A new checkbox labelled ‘Show Archived’ has been added next to the ‘Show Completed’ checkbox under the Client View – Planner tab, enabling the display of Archived Jobs and Projects.

Planner
General
: A "Select All" checkbox has been implemented for Project duplication function, reflectingthe logic previously used in the old Planner. Furthermore, when the duplication option is enabled and the Project Board is changed, any previously selected Projects will be automatically cleared.
Filters and Views:
Three additional filter options for Filtering Assignees have been added to the New Planner:@Me, @Assigned, and @Unassigned. Assignee-based searching using special filter options is now supported in the new planner as well.
NEW! Project Budgets have been added to the List Views. This allows users to see all Projects with the Budget vs Actual amounts without needing to open each Project (previously only available under Project Popup).
Group By
allows the Budgets to be summarised as required. i.e. Per Employee, Per Activity, etc. These Groupings will be saved and applied when the page is loaded, as well as when viewing Budgets vs Actuals when opening the Project popup.
The Planned Fees and Actual Fees are now also included.
Any Values exceeding the Budgeted Amount will be display in red.
The existing Planner filters will apply to this view and allow Users to see a Total of the Budgets.
The Information can also be Exported to Excel as required.

Timesheets & Disbursements
Calendar Style Timesheets and Disbursements:
A toggle to enable or Disable Calendar Style Timesheets has been added to the Main Timesheet Page. This feature allows Users to easily switch between the Old Timesheet View and the Calendar Style Timesheets based on preference (Previously this was only available under the Profile Page).

The toggle will only be visible if the System Option “Default to Calendar Style Timesheets” is disabled.
NOTE: Users are encouraged to use Calendar Style Timesheets, as this has more features available, as well as new Features will mainly be added to this view.

Processing
WIP Management Dashboard:
Both Tokens Assigned
: The user retains full access to both Task Termination and WIPWrite-Off functionalities, as previously configured.
Only Termination Token Assigned
: The user can only Terminate Tasks that have a WIP Balance of zero.
Only Write-Off Token Assigned
: The user is authorized solely to Write Off the WIP Balance from a Task, without the ability to Terminate it.

Additional columns have been added to the WIP Management Dashboard, including Time, Disbursement, Time Fee, Disbursement Fee, Time Adjustment, Disbursement Adjustment, Time Budget, Disbursement Budget, and Fee Budget. These enhancements have been implemented to provide clearer visibility into budgets and billed amounts against specific tasks.
NOTE: Users can decide which of these new Columns they would like to Show/Hide by using the Column Picker as these settings will be saved when returning to the page.
The functionalities for Terminating Tasks and Writing Off Work in Progress (WIP) balances in the WIP Management Dashboard have been separated into distinct security tokens. Access to these functions is now determined by the specific security tokens assigned to a user.

Reports
Timesheet Entry Report
: The Transaction Type Filter has been updated to include Pending Chargeable and Pending Non-Chargeable Timesheet Entries, allowing for more detailed reporting.

BUG FIXES
Client Enquiry & Maintenance
For Client Onboarding, if you switch between Estate Late and Individual on the same request, Individual Entities are showing the Surname field correctly.
Client Enquiry: The issue causing Addressify to crash when processing Addresses containing Apostrophes has been resolved. The system now correctly handles such Addresses without errors.

Planner
General:
Employee initials on the Notes made in Planner were not showing properly, as the Initials were created from User's Login Name. The initials and tooltip are now correctly displaying
Employee Name with Surname, for both creating and editing comments on Project and Job.
Users who had Planner set as Landing Page on Profile Settings, after Login would be redirected to the Old Planner. After resolving the issue, Login is leading such users to the New Planner.

Jobs
The issue where the Job Status Dropdown fails to load when Multiple Project Boards are selected has been addressed.
Selection lists were incorrectly showing terminated items. This has been addressed and terminated information will no longer be available to select.
The issue of deleting a Timesheet Entry also removing the Corresponding Planner Job has been addressed.
Issues with Sub Jobs being incorrectly reclassified as Parent Jobs and Job Descriptions being overwritten when the Activity was changed during Bulk Updates have been addressed.
The issue causing Sub Jobs to go missing after Updating Parent Jobs through Bulk Update in Planner has been resolved. Additionally, the functionality of the 'Select All Sub-jobs' checkbox has been corrected to handle scenarios where no sub-jobs are present.
The issue with an empty Activity drop-down in Planner, where no Activities are mapped to a Service Line, has been resolved. If no activities are assigned to any Service Line, all Activities will now be available for selection.

Filters, View, etc
When multiple items were added to the same filter, then removing one assigned item, the page wouldn’t refresh automatically. The User had to delete the whole filter and add back the required filter items. The issue has been fixed and now the data will be refreshed when 1 item is removed.
The Job Description was cut off when tags were added to a Job. The Job Description will now use all the space available on the line and will only reduce the text as need to show Tags or Action Buttons.

Timesheets & Disbursements
Calendar Style
When creating a new Timesheet or Disbursement, the Saved Items are no longer changing the Description to New Time and Expense Item.
When selecting a Timesheet and Disbursement to submit, but the Timesheet fails to submit due to Invalid Standard Hours, the Disbursements would show as unsubmitted even though it was submitted successfully. The Issue has been resolved, so now such Disbursements are showing as submitted.
The Issue of deleting Disbursement Attachments in Submitted, Approved and Updated to e-cost statuses has been resolved. After submission, Users no longer have permission to delete Uploaded Files.
Resolved the issue where the Total Hours/Value in Timesheet and Disbursement Entries did not update correctly after moving Entries to a different Timesheet Period

Processing
Billings
Fees, Open Item Fees, Invoices, Interest, Reversals:
In Billings, it is now possible to delete a single Invoice/Fee from the batch generated within Recurring Billing. Deleting of the whole Batch is still not allowed, the Batch needs to be Reset to do this.

Recurring Billings
The issue with Uploading Clients under Recurring Billings has been addressed. If a Duplicate Client Code exists in the import file, the Client will be imported, and a message will appear stating, ‘Duplicate Clients exist in Import File’. If the import file contains a Client Code not found in the Database, a message stating,
‘Unknown Client exists in Import File’ will bedisplayed, and other Clients in the document will be uploaded as usual.

Credit Notes
Terminated Allocation is no longer available for selection in the dropdown list for Allocation in
Credit Notes.

WIP Adjustments
1. When processing WIP Adjustments, user was not able to select a Client with very long name. This has been addressed.
CRM Maintenance
Global Update Utility
On the Global Update Utility when Updating Vat, page used to reload before user can click Yes button. After fixing it, page is no longer reloading and updating process is proceeding as per normal.

Reports
Employee UDF Report: Numbers entered in Text data type UDFs were treated like Number (Money) type, so things like ID Numbers were adding decimal places and looking incorrect.
Timesheet Status Report: The Report will now display 6 Future Periods to choose from. Previously this was only showing 1 Future Period, so if the Period Rollover was taking some time, Approvers were unable to view Timesheets for the Current Month.

3. Disbursement Transaction Report: Addressed the issue whereby the Disbursement Filter would not load correctly when the Report is first opened.
4. Task Summary Report: Correct the “Report Selections” to show the correct filter selections for Task, Terminated Tasks and Zero Balances.

MYOB Practice Management 2024.4.0 Release Notes
GENERAL
We would like to emphasise the following to MYOB Customers:
MYOB Practice Management only supports

the following
browsers
in our software, based upon
universal
HTML5 compatibility scores
:
Google Chrome
,
Microsoft
Edge
and
Mozilla Firefox
. This means that using other browsers may render PM pages with UI and/or functionality issues.
The current release notes can be viewed again by clicking on the
Release Notes hyperlink
in the Home page footer:

NEW FEATURE HIGHLIGHTS
Prompt for Task creation when new Client added
:
As an enhancement, a new System option
"Prompt User to add Tasks after creating a new Client"
has been introduced. When
enabled
, saving a new Client ticked for Office Costing service, will
show a popup
asking if user would like to capture Tasks for a Client
.
New Group by Job option for Planner Budget vs Actual
: A new
Group By
option for
Job
has been introduced to allowed precise comparisons of Budget Hours vs Actual Capture hours for each Job on a Project.
Improved Bank Manager
: Multiple enhancements have been made, including auto-populating the bank statement description for Receipts and faster imports and general usability changes.

New Practice Protect Integration
:

Practices using Practice Protect are now able to set up Single Sign On (SSO) via Practice Protect (if they are not already using Microsoft Azure or MYOB ID). For practices that would like to take advantage of this new integration, a Services Consultant would need to assist with the setup and configuration. Please reach out to the Support team or your Account Manager to schedule a Practice Protect integration.

New Active Workpapers Integration (by Business Fitness)
.

The new integration with Active Workpapers syncs Client and User details from MPM. Please refer to
this article
by Business Fitness on how to set up the integration, or navigate to https://support.businessfitness.com/support/solutions
Integration with new NowInfinity API
: NowInfinity has made a new improved API available, which includes syncing Client data for Companies, Individuals, Trusts, and Super Funds.

The first phase of the integration as part of this update is a one-way sync, pushing Client data from NowInfinity to MPM. This is similar to how it was working before the update, with the exception of Super Fund syncing now being available. Future improvements will include a 2-way sync, as well as Forms integration.

PLEASE NOTE:
Practices using the NowInfinity integration should do a full Client Refresh from the NowInfinity integration page in MPM. If you are using Automation, this process will be done automatically and you don’t need to to do a manual refresh.

DETAILED RELEASE NOTES
Client Enquiry & Maintenance
Client Onboarding
For Client
Onboarding, documents/files of Clients in
Completed Status
are now available to be
Downloaded
and
Deleted.
The warning message for removing the last Client request has been reworded to ‘Each request should have at least one client’.

Client Maintenance
New enhancements have been implemented for
capturing Disbursements
from Calendar Style Timesheets, where the system will automatically prepopulate the
Client Distance
.

To utilize this enhancement, the following conditions must be met:
A value must be entered in the Client Distance field, on Client Maintenance, under the Reference tab;
The Disbursement must be classified as
Type - Travel [TRA]
, and valid Rates must be established.

For all Disbursements categorized as Type Travel with a valid Rate, the Client Distance will be automatically prepopulated when an Employee captures a Disbursement. The ability to change the prepopulated distance depends upon a new System Option called "Maximum Allowed Variance for Travel KMs", which operates under the following conditions:
If no value is entered (null) in the System Option, the Validation check on Disbursement Capture will be disabled;
If a value of zero (0) is set, which is default, the captured Travel Disbursement must match the Client's Default Distance;
If the variance is set, the system will permit capturing Quantity over or under the Client's Default KMs. For instance, if set to 5 and the Client's Default Distance is 20, the acceptable range will be between 15 and 25 kilometers. It is important to note that the prepopulated value will remain at 20 kilometers.

New security token
“Maintenance - Client Address (Maint_ClientAddr)”
is added in
Security Maintenance
. This token will be automatically assigned to all roles that already have the “Maintenance - Clients (Maint_Client)” token.

If the “Maintenance - Client Address (Maint_ClientAddr)” token is not assigned, the Addresses tab will not be visible on the Client View Page.
When the “Maintenance - Client Address (Maint_ClientAddr)” token is assigned, the Addresses tab will be visible on the Client View Page.
User capabilities regarding address management (Create, Update, or both) will depend on their specific security rights associated with this token.

Additionally, if the “Maintenance - Clients (Maint_Client)” token is assigned without the “Maintenance - Client Address (Maint_ClientAddr)” token, Users will be able to view the Addresses tab on the Client Maintenance Page but will not have permission to edit any information.

As an enhancement, a new System option "Prompt User to add Tasks after creating a new Client" has been introduced. When enabled, saving a new Client ticked for Office Costing service, will show a popup asking if user would like to capture Tasks for a Client.
By
clicking Yes
on the popup –
Task Maintenance screen will open
ready for adding a new Task.
By clicking
No
- No action will be performed.

Only the employees that have Task Maintenance security token (Maint_Task) assigned to their role, will be able to see the popup.
Using the Client workflow will not trigger a popup notification, unless the employee is authorized as a self-approver.

Planner
Projects
The issue regarding the calculation of
Project Hours
under Planned vs Actual tab, is fixed. The Dashboard Grid now accurately reflects the Hours in the List View based on the specified Board settings.

The '
Group by'
filter under the Project section has been enhanced to include the '
Job
' option within the Planned vs Actual tab.

Processing
Fees, Open Item Fees, Invoices, Interest, Reversals
The selected Employee for the
Biller filter
on the
Billings
page now gets saved as long as the user is logged in. This functionality is same as the functionality on the existing
Approver

filter
.

Bank Manager
Improved the speed when
Importing
Bank Statements
The wrapping text functionality has been implemented in the
Reference - Description column
in the
Bank Manager.
This improvement enhances readability for longer text entries and removes the necessity of using the scroll bar.
In the
Bank Manager
, the prompt will automatically appear when selecting different Client for Matched invoices, eliminating the need to press the
"Clear All"
button. Choosing this option will remove all saved payment entries associated with the current Client.
The '
Posted
' checkbox in the
Bank Manager
will now retain its state after each transaction is posted by the user. This enhancement ensures that users do not need to reselect the checkbox for subsequent transactions.
As enhancement in Bank Manager, on
Bank Setup
, a tick box option for
"Populate Receipt Narration with Description"
has been presented.

- When option is ticked, Receipt Narration will be auto populated with Description from Bank Statement Import (not including the Reference).- When unticked, Receipt Narration will use Narration captured on the Bank Setup.
Date, Status and Bank filters
set on Bank Manager surface are correctly
passing to Bank Manager Bank Practice Report
filters
.
In addition,
Secure View filtering
has been also implemented to the Report.
Bank Manager Transactions Report
: the following improvements were implemented;
Corrected the
Date Filters
that would incorrectly display transactions out of range.
Added the
Client Name
to Matched Transactions.
Update the “
Imported Statement Balance
” that will be Bank Balance for the Last transaction in the selected dates.

INTEGRATION ENHANCEMENTS
NowInfinity
Integration with new Now Infinity API: NowInfinity has made a new improved API available, which includes syncing Client data for Companies, Individuals, Trusts, and Super Funds.

The first phase of the integration, in this update, is a one-way sync, pushing Client data from NowInfinity to MPM - similar to how it was working before the update, with the exception of Super Fund syncing now being available. These entities can be matched to existing clients in MPM, and new clients can also be created in MPM from NowInfinity. The Client Matching Report has also been updated to cater to the new NowInfinity integration. PLEASE NOTE: After the update, Practices using the NowInfinity integration should do a full Client Refresh from the NowInfinity integration page in MPM. If you are using Automation, this process will be done automatically and you don’t need to to do a manual refresh.
MYOB Business / AR Integration
Resolved an issue where the Client and Billings integration pages would allow users to select all records under the All-status filter, this caused the Integration pages to throw an error message “Now rows to process”. The new changes to the Integration pages have been changed to only allow selecting off all records when the appropriate status is selected.

Xero Tax Integration
In some instances when the Automation process would run the system would give a number error code as an alert message. This has been resolved, the system will now display the appropriate error message when alerts are triggered.

New Practice Protect – SSO Authentication Integration
A new SSO Authentication method has been released for those practices that want to utilize
Practice Protect
as their Authentication provider. MPM an now be configured to use Practice Protect and users will use their Practice Protect credentials to log in to MPM.

For Practices that would like to take advantage of this new integration, a Services Consultant would need to assist with the setup and configuration. Please reach out to the Support team or your Account Manager to schedule a Practice Protect integration.
New Active Workpapers Integration (by Business Fitness)
The new integration with Active Workpapers syncs Client and User details from MPM. Please refer to this article by Business Fitness on how to set up the integration, or navigate to https://support.businessfitness.com/support/solutions
ISSUES ADDRESSED
The following issues have been addressed during this latest Release.
Client Enquiry & Maintenance
Client Onboarding
An
issue with the resizing of the Firm logo on the
Client Onboarding Welcome page
has been resolved. The logo will now display at its original picture size.
When sending a
Welcome Email
for Client Onboarding, The
Firm logo
in the mail was
scaled differently depending on the Outlook version used
. After being fixed, logo sizing and behaviour will be consistent.

Client Enquiry
On Client View, changing the tab and then returning to Details tab, used to duplicate the User defined Services. The issue has been resolved and further duplication prevented.
On Client view’s Task Tab – for each Task in the table, balances are again showing values with cents.

Client Maintenance
On
Verification tab
for all Individual entity types in
Client Maintenance
, when
Primary Verification document has

been added
, the Alternate ID fields would become greyed out and prevent the upload of additional information. After solving the issue
, Alternate ID fields are active and available for further capturing
. The same fixture has been applied to the
Client Onboarding.

Task Maintenance
Adding New
Tasks
in Client Enquiry
, Task Budgets
and
UDF’s
were unable to save when
Workflow
is enabled. The issue has been fixed.

Timesheets and Disbursements

When creating
Timesheet
for

an Employee via
Group Capture Employees option
and clicking New Timesheet, the

Employee was kept in the filter but the Employee Information on the left side was showing logged in user affecting the Selection of opening a
New Timesheet
. After the fix, Employee Information is correctly reflecting the selected employee from the previous page.
If the
Overhead
is checked for
Admin use
, and certain Timesheets are captured with that Overhead, any attempt to copy such an entry will be blocked. In this case, a message "Admin Overhead cannot be copied" will be displayed.

Processing
Debtors Management
On Debtors Management once
Partner
or
Group Filters
were selected, previewing a statement would open with a “
No data found
” message. After resolving the issue, Statement preview is generated properly.

Recurring Billing
For Recurring Billing,
Standard Fee Notes used to lose their formatting
once loaded and also
the width of the Standard Fee Notes Dropdown has been too wide
. Those issues have been solved, so the proper formatting is applied, and the Dropdown width reduced.

Disbursement Bulk Capture
On Disbursement Bulk Capture, Client Search dropdown didn't work as intended when searched with dash or apostrophe. After fixing the issue :

The page doesn’t throw an error when searching for Clients with apostrophe
( ‘ )
Clients are displayed correctly when searching with dash
( - )
(Client Description [Client code])
[All Clients] option has been added to the Client dropdown
The Client dropdown styling has been also extended, so the dropdown is now additionally responsive when there are few records in it.

In the Disbursement Bulk Capture Template,
Allocation
column name has been updated to the
Allocation Code
to make it clear the
Code
needs to be capturing in the spreadsheet.

Bank Manager
In
the Bank Manager after importing a Statement, the incorrect counter was removed from the Notification message.

API ENHANCEMENTS
Fee Endpoints
A new POST Fee Batch Endpoint has been released for API consumers, which requires integrating Fees from external systems into MPM.

A new GET InvoiceBatchLookup Endpoint has been released to Get Posted Invoice/Fee batches.

Client Services Endpoints
New Endpoints for Client Services have been released, GET, POST, and Delete ClientServices.

CRM Lookups Endpoints
A new GST per Office endpoint has been released to GET GST details per office for billings and Client integrations.
MYOB Practice Management 2024.3.1 Release Notes
NEW FEATURE HIGHLIGHTS
Copy Addresses
: The Ability to copy
Client
or
Group
Addresses between fields and tabs has been added
.
Client Contact Details
: When updating
Client Contact information
(Email, Telephone or Mobile), a new pop up has been added to prompt users about other Clients sharing the same
Contact
info. Users will be able to select other
Clients
sharing the same Contact details and update them automatically.
Planner
: The existing
Activity
filter has been extended to be able to Filter on
Activity Codes
or
Activity Types
. In addition to this,
Planned Jobs on Timesheets
can also now be filtered by the Planned Activity
.
WIP Management Dashboard
: A new
Date
filter has been added so the WIP Balances can be viewed for a Date Range. This also allows for WIP to be
Written Off/Up
for the Filtered Date Range
.

Client Enquiry
The functionality to
copy addresses
between Clients in both Edit and View Windows has been implemented. Furthermore, copying addresses between Groups is also supported.

Client Maintenance
A new
Reason this Client doesn’t need to be verified?
textbox has been added to both Client Maintenance and Client Onboarding under Verification tab. This textbox will only be visible if the
Is the client required to be verified?
is set to
No
allowing the capture of the reason the Client is not required to be verified. This field is mandatory.

Areas affected:
Client Maintenance/Client View
Client Onboarding
Client Verification Report

Client Maintenance
Client Onboarding
Client View
Client Verification Report
When
editing Client Contact Information (Email Address, Work Telephone or Mobile)
under the Addresses tab, and saving one of the fields, the system will automatically check for any existing Client/s with identical information for any of the respective fields. If there is a Client with the same information, a popup will appear listing all Clients who share the same information in any of the fields. Within this popup, there is an option to select one or more Clients to update their information with the new information provided by the Client being edited.

Planner
General
In Planner exporting Project Jobs, as well as exporting All Projects was limited to 1000 jobs.
As enhancement request, limit has been expanded to 10000 jobs for export.

Filters, Views, etc
Project Flags in Board Jobs View are changed and now reflect Project Type colour instead of Job Status colour of the respective Project.
The
‘Activity’ filter in the Planner
has been upgraded to allow filtering by specific Activities, in addition to Activity Type. Users can now select specific Activities and make it easier to find the required Jobs.
The
Employee Gantt View Settings
selected will now be remember each time this page is loaded. That functionality refers to All filters except for Search and the Date.

Timesheets & Disbursements
Calendar Style Timesheets and Disbursements
As an enhancement on Calendar Style Timesheets - Planned section, a new
Activity Filter
has been added for easier and more efficient Job search. Activity dropdown will work the same way as Client/Task Filters, this time listing all available Job Activities with their codes, per selected time period.

Timesheet Widget quick capture
The
Date on the Timesheet Widget
is pre-populated with today’s date, which enables the client search functionality immediately as previously, the Date first needed to be selected before searching for a Client.

In
Timesheet Widget
new scroller has been presented on View and Planned tab, for long lists of Jobs or Timesheets.

Processing
WIP Management Dashboard
For
WIP Management Dashboard
, a
date range filter
has been added. Under Filter Type, ‘WIP As At’ Filter has been added, which includes a calendar that enables users to select a From Date and a To Date. This allows for the WIP balance to be Filters by a Date Range as well as, the bulk write-off of WIP entries that fall within the selected date range.

CRM Maintenance
Employee Maintenance
A
New Terminate Rate
button has been added to allow for quicker termination of Rates if required. Previously this was possible by Creating a New Rate and recapturing all the Rate Details and ticking the Terminate Rate check box. When clicking the
Terminate
button, the
New Rate
capture will auto-fill with existing rate the user wants to terminate:
Office Code
- Office Code of Rate to be terminated
Rate Code
- Rate Code of Rate to be terminated
Rate Value
- Marked as terminated
Effective Date
- Auto
-
fill
with
today's date

This functionality has also been presented on All Rate Maintenance items (Employee Rates, Activity Rates, Task Rates, Disbursement Rates).
Standard Fee Notes
An
Info button
has been added to
Standard Fee Notes Maintenance
which will show all available
Merge Fields
upon clicking. The merge fields can be highlighted and copied in the Narration. To copy a merge field make sure to copy the
{{ }}
brackets as well, for example:
{{INVDATE_SHORT}}
.

Alerts
On Alerts popup
, "No Date" filter category has been change to a
"All Alerts",
containing past/ todays/ future alerts within it. When selected, this filter will list all alerts.

Reports
Unbilled Timesheet and Disbursements Report
: The
'Group by'
filter has been extended to include the
Group
option in the Unbilled Timesheets and Disbursements Report.

Integration Changes
General
Improved the locking of integration pages
. In the event that an integration page is locked by a user, or not closed correctly, the system will now
unlock the page after 4 hours of inactivity
. This will ensure that the Automation continues to process jobs per the set schedule.

Xero Tax
Resolved an issue where all the Client names displayed in red on the
Client Sync Matching Report
even if the names were not different between MPM and XPM.

MYOB Business Integration
In some cases, when users sync
Client changes
from MPM to MYOB Business/AR Integration, they get an error message stating "Incorrect Row Version". This has been resolved.
In previous versions of MYOB integration, users have experienced
Timeout errors
on synchronization process to MYOB Business/AR. This has been resolved.

Nimbus Integration
Added additional functionality to the upload and Profiling of documents that integrate to Nimbus. If a user changes the
Category
on the Profile page, the
Custom field
section will filter according to the custom fields that has been setup in the Nimbus Application:

CLASS
When a client is synced to multiple Class profiles, the Profile name will now display when a user clicks on the Superfund button:

API
Employee Endpoints
Added a new Endpoints:
GET

SecurityGroups:
lists all the available Security Groups in the API.
POST

AssignEmployeeSecurity
: Vendors can use this endpoint to assign Security Groups to employees in the API.

ISSUES ADDRESSED
The following issues have been addressed during this latest Release.
Client Enquiry & Maintenance
Client Onboarding
The issue whereby uploaded documents would disappear after saving for Client Onboarding has been fixed. Now all document types are saved correctly, and they are visible in the Client Documents Tab.

Client Maintenance
The issue with deleting Client Addresses, Group Addresses and Group Email has been fixed.

Client and Group Addresses were failing to delete the country name when deleting the Address
Group Email can now be deleted

Issue with
Client Contact Information
disappearing when the
“Use Group Information
”

option on Client Edit View
is flagged, has been resolved. A
New System Option
“Group Info Update”
has been presented and within it users can choose to
“Update Addresses only”
(default option for RSA content mode) or to
“Update Addresses and Contact info”

Contact Maintenance
When trying to Link a
Contact
to a
Client
and searching for an apostrophe, the Client list failed to load the relevant Clients matching the search text. This has been resolved.
When creating new Individual
Client
therefore Auto creating a
Contact
, from previously added Individual Client, the previous Contact link created disappeared. After sorting the issue, new Contact link gets created for each newly added Client, keeping Contact relationship on previous Client.

Client/Task Approvals
When the System Option
‘Client and task Approval’
is enabled, and a user tried to add or modify multiple
Tasks
, they would be presented with an error message until the first
Task
was approved. This has been resolved and Multiple Tasks can be added or edited.

Planner
Jobs
Resolved an issue with the Duplication of Projects in Planner, where the Due Date was incorrectly duplicated for long Job Dates. Some years would add 1 day too many and some years would be 1 day too little. This is now resolved.

Timesheets & Disbursements
Calendar Style Timesheets and Disbursements
When capturing
Timesheet
entries, the
Charge Rate
would not default to the Office Default Rate. This will now default correctly.

Amount and Local fields are no longer be disabled when editing a
Disbursement
entry which has no
Disbursement Rate
.
When
changing a Client / Task
combination on a
Disbursement
with a
Rate
, the system was resetting the Quantity to 0 but kept Amount/Local values from the previous entry and allowing save of a value with no quantity. After fixing, both
Quantity
and
Amount/Local
values default to 0 when Client / Task is updated.

Processing
Billings
Fees, Open Item Fees, Invoices, Interest, Reversals
Terminated Allocations are no longer available for selection in the dropdown list when editing a Saved Bill Line Item.

Edit Invoices
Fixed an issue for Biller/Partner dropdown in Edit Invoice Header Details dialog which caused the dropdown to appear behind the dialog box.

CRM Maintenance
Employee Maintenance
Reinstated the ability to open multiple Employee Edit Windows on the New Employee Maintenance Page.

Standard Rates Maintenance
When users tried to edit the Standard Employee Cost rate, the page would crash in some instances. To resolve the issue, this rate has been hidden from Standard Rates Maintenance page, as users should not be editing this System rate.

Security
Resolved the issue whereby Security setup would be lost on the New UI Pages. (i.e Employee Maintenance and WIP Management Dashboard).

Reports
Reports affected:

Timesheet Status
Timesheet Status by Date
Timesheet Status by Period
Timesheet Status Summary by Date

Zero timesheet periods have been removed from Timesheet Status reports. The reports will now correctly show only the days/periods when the Employees are working.

Task Summary by Period Report
:
Terminated Tasks used to show on “Task Summary by Period” report, even if filter has been set to remove them. After solving the issue, they are correctly excluded from the report.
Due to
Secure Views enabled
, printing Debtors Transfer Report wasn’t showing transfers as it’s supposed to. After solving the issue, Debtors Transfer Report is returning suitable data per Secure Views set.

MYOB Practice Management 2024.3.0 Release Notes
HIGHLIGHTS
Client Maintenance
:
Added the ability to
auto-create the Contact for Individual type Clients
. Individual type Clients created in either
Client Maintenance
or
Client Onboarding
will auto-create the Contact based on the Client information
.
Bulk Group Upate:
In addition to Addresses, we now also update the Client Email, Mobile, and Telephone number fields, when selecting the
Use Group Information
option.
Employee Maintenance
: Updated the page to a
new User Interface
with the ability of sending
Welcome Emails
to multiple Employees at once.
Enhanced Performance
:

Performance and speed of
Debtor Statement
generation and copying and submission of
Daily Timesheets
has been enhanced.
Recurring Billing Templates
: Implemented the use of
merge fields
when creating / updating template batch
Narrations
, in addition to the ability to auto-complete Narrations from pre-populated Standard Fee Notes
.
This update also contains
20+ smaller usability enhancements
to improve the user experience and speed up processing time.

NEW FEATURES & ENHANCEMENTS
Client Enquiry & Maintenance
Client Maintenance
1. Implemented real-time Passport Number validation for Individuals to prevent Client duplication, as well as a post-Save validation user feedback.
2. Where applicable, the Deceased Date that is displayed inside a deceased Client’s record is now also visible on the Client Enquiry grid, similar to a Terminated Client Date.
3. Implemented bulk update functionality to Client Maintenance for Email, Telephone and Mobile fields when the “Use Group Information” option is enabled (previously named “Use Group Address”). When enabled, the data from the assigned Group are applied to the Email, Telephone and Mobile fields.
Added the ability to
auto-create the Contact for Individual type Clients
. Individual type Clients created in either
Client Maintenance
or
Client Onboarding
will auto-create the Contact based on the Client information.

Contact Name = Client Name
Contact Surname = Client Surname
Contact Title = Client Title
Contact Initials = Client Initials
Contact Email = Client Email
Contact Mobile Phone = Client Mobile Phone
Contact Work Telephone = Client Work Telephone
Contact Fax = Client Fax
Contact Address = Client Residential Address
A New Contact will be created if it doesn’t exist (based on
First Name + Surname
or
First Name + Surname + Email
). After being created, the newly added Contact will be automatically linked to the created Client and the Contact Type will take the value of the
Default Contact Type
System Option
.
When Client Approvals is enabled, the
Contact
will be

created

upon finalising the
Client Approval
process.

Contact Maintenance
The
Delivery method
dropdowns under Contact Maintenance

| Link Contact Relationship

and Client View | Link Existing Contact are always active (previously, for certain
Contact Types
this was disabled), allowing for selecting the applicable
Delivery Method
. Upon choosing the
Contact Type
, the Delivery Method will default to that being configured under Contact Type Maintenance per respective Contact Type.

Client View | Link Existing Contact
Contact Maintenance | Link Contact Relationship
Planner Jobs
1. A Job Owner Code column has been added to the Job Import Template. Job Owner Code column will accept Employee Code of an Employee which will become Job Owner upon import.

If the
Job

Owner Code

field value is empty or invalid the Job Owner will default to the current logged in Employee.

2. When duplicating a Job containing Sub Jobs, some of the duplicated Sub Job field values (Client/Task/Activity with Activity Category, Overhead with Overhead Category, Employee with Employee Category) were incorrect after duplication. Fixes were made and the following rules apply:
Where any of these field values in the original Sub Jobs are the same as in their Parent Job, those Sub Job values will change according to any changed values in the new duplicated Parent Job.
Where the field values in the original Sub Jobs differ from those in their Parent Job, those values will remain unchanged after duplication, irrespective of any changes to the duplicated Parent Job.

Calendar Timesheets & Disbursements
The
processing speed
of Calendar Timesheets, and in particular Daily Timesheets has been optimised, when
copying
or
submitting
timesheets.
Sorting has been added to the Planned Jobs list in Calendar Timesheets.
The sorting order is:

Job Description > Client Surname > Task Description > Overhead Description > Start Date > Last Updated
Additionally,
Overhead description
is now showing for non-
chargeable Jobs, e.g. Annual Leave, as per the illustration.

Processing
Debtors Management
Debtor Statements Report
processing speed has significantly been improved.
As enhancement request,
Debtors Management Notes
have been included in Debtors Management Reports. They can now be found under the Preview Report button of Debtors Management page.
New functionality has been added to the
Combine Multiple Offices to Single Statement

System Option
.

Before
After change
Statement per Transaction Office (default)
-
Gives a Statement for each Office for which there is a Debtors transaction(s).
Statement per Client Office
-
Always gives one Statement with all transactions showing in the Client Office.

Statement per Office Company
-
Allows a consultant to combine multiple Offices in a single Office Statement.

Example: Consultant can combine Sydney and Brisbane Offices and make the Sydney Practice the issue Office. Transactions all go to 1 Statement for Sydney Office.
Recurring Billing
Existing functionality: When capturing any Billings batch line items, Narrations can be auto-completed by selecting pre-populated Standard Fee Notes from the Std Fee lookup list.
Extended functionality
: This same capability is now available for auto-completing
Recurring Billing template
Narrations
.

Example Std Fee Narration: {{INVDATE_SHORT }} - Invoice Date (Short Date)
In addition, Recurring Billing template Narration textboxes now allow for users themselves to create custom
dynamic

Narrations
that contain
merge fields
by copying & pasting applicable embedded fields from a reference list that is easily accessed from within a template batch.

Once Billing batches are posted from Recurring Billing templates, the merge fields will pull the live information from the CRM database, such as the Invoice Date, Client Name, etc.
NOTE: Refer to the CRM Maintenance | Standard Fee Notes section below for the list of available merge fields as reference for typing or for copying & pasting into Notes.
New Merge field lookup from where users can copy & paste merge fields when creating Narrations:
When setting Next Bill Date as the end of month, Next Date will take the Month End based on the Last Billed Date + Recurring Frequency. Affected Frequencies are:

Monthly
Bi-Monthly
Quarterly
Half-Yearly
Annually

CRM Maintenance
Employee Maintenance
Enhanced User Interface
The
Employee Maintenance dashboard
now has a similar look and feel as the WIP Management dashboard, for example. Previous functionality essentially remains unchanged, while having implemented additional features, such as the ability to send
Welcome Emails
to a single or multiple Employees, by selecting the desired Employee records (enable relevant rows’ checkboxes to the left).
The Administrator needs to assign the
Employee

Security token
to give authorised users access to Employee Maintenance.
The page mainly consists of 3 x sections:
Control buttons (
1
-
5
).
Action buttons and filters (
6
-
12
).
Grid with Employee records (
13
-
19
).

Control buttons (1 - 5)
The 5 x control buttons include:
New

(
1
)
- opens pop up for
capturing a
new Employee.
Approvers

(
2
)
- opens Approvers window.
Secure Views

(
3
)
- opens Secure Views window.
Import
(
4
)
- opens Import page.
Send Email

(
5
)
- sends email to the selected single or multiple Employees.

NOTE: The Send button of the previous UI has been replaced by the checkbox for each row.
Elements (6 - 12)
The next set of elements on the page include:
Export to CSV

(
6
).
Visible columns
(
7
).
Grid option

(
8
).
Search field
(
9
) - Capture search characters for returning Employees based on their
Name
and
Employee code.
Office field dropdown

(
10
) -
for filtering Employees by Office.
Service Line dropdown

(
11
) -
for filtering Employees by Service Line.
Terminated Employees
(
12
) -
Enable to include Terminated Employees records in the grid.

Grid components (13 - 19)
(13) Each record has a checkbox to the left for selecting each relevant individual Employee record to whom the Welcome email must be sent.
Click on the checkbox i
n the table header to select all Employee records, or to de-select any selected records.
After selecting an Employee(s), when clicking the Send Email button, a confirmation message shows. Select OK to send the email to all
selected
Employees.

Employee name link (14) opens the Edit Employee window.
Employee name shows without a link in case there are no rights assigned for editing (
Maint_Emp token

has been removed).

The columns in the grid from left to right are (13 - 18):
Employee
Name
hyperlink for opening the Employee record.
Office.

Service line.
Category.
Date Started
.
Table grid can be sorted clicking on the preferred column header.

Rows per page

(
19
)
default to the logged in user’s Profile Setting.

Standard Fee Notes Maintenance
Added 5 x new
merge/embedded fields
to the
available

list for use by Administrators as “building blocks” when creating
dynamic
Standard Fee Notes. These pre-populated Standard Fee Notes can
be used for auto-completing Narrations in Billings batches and Recurring Billing.

NOTE: Users can now also capture these merge fields directly within Recurring Billing template Narrations textboxes (refer to the Recurring Billing Notes section above).
Example of using merge fields to create dynamic Standard Fee Notes
“Manually type text & paste desired embedded field here {{INVDATE_LONG}} then type other text and add another field here {{TASK_CODE}}”
List of currently available Standard Fee Notes merge/embedded fields for use in all Billings and Recurring Billing batch Narrations:
NOTE: Access the merge fields list for copying & pasting on the MPM Help Center. Alternatively, save the list on your local PC for use when setting up / updating Standard Fee Notes and Recurring Billing Narrations.

Description

Merge field {{copy & paste with brackets}}

New: Invoice Date (Short Date)

{{INVDATE_SHORT}}

New: Invoice Date (Long Date)

{{INVDATE_LONG}}

New: Invoice Date Month Name

{{INVDATE_MONTH}}

New: Invoice Date Year

{{INVDATE_YEAR}}

New: WIP Client Billing Name

{{WIP_BILL_CL}}

Billing Client Name

{{BILL_CL}}

Debtor Client Name

{{DEBTOR_CL}}

Debtor Client Group

{{DEBTOR_GR}}

Debtor Client Year End (Short Date)

{{DEBTOR_CLYE_SHORT}}

Debtor Client Year End (Long Date)

{{DEBTOR_CLYE_LONG}}

End of Month Date (Short Date)

{{EOM_SHORT}}

End of Month Date (Long Date)

{{EOM_LONG}}

End of Financial Year (Firm) (Short Date)

{{EOFY_SHORT}}

End of Financial Year (Firm) (Long Date)

{{EOFY_LONG}}

Service Line on Task on Fee

{{TASK_SL}}

Start of Financial Year (Firm) (Short Date)

{{SOFY_SHORT}}

Start of Financial Year (Firm) (Long Date)

{{SOFY_LONG}}

Task Code on Fee

{{TASK_CODE}}

Task Desc on Fee

{{TASK_DESC}}

WIP Client Year End (Short Date)

{{WIP_CLYE_SHORT}}

WIP Client Year End (Long Date)

{{WIP_CLYE_LONG}}

WIP Client Name on Fee

{{WIP_CL}}

WIP Task Group

{{WIP_GR}}

Reports
The Client Verification Report was adapted for New Zealand users when capturing the AML Information and Terminated Clients were showing, despite the selected filter option being “No”. This has been corrected.
For Terminated Clients, updated the logic so that no Terminated Clients would show when the validation Date is set as "None". Where the validation Date is set to any other value, terminated Clients that had been terminated between the From and To Dates, will be included.
Also added a Resident field to the Report.

Timesheet Report
:
"Group by" options
have been added to the Timesheet status reports. They can be reached from the Reports menu and two of them can be printed directly from Timesheet Approvals page. They all can be
grouped by Approver or Service Line
.
Aged Debtors Analysis for Period Report
Report
: Expanded the Balance Over filter to allow for filtering for up to 180 days.

Integration Changes
MYOB Business / AR Integration
New API URLs were implemented to help alleviate a timeout limit on the MYOB Business API, when Invoices and Receipts are synced to MYOB Business / AR.
A change was made to reinstate the syncing of Credit notes and Fee Reversals

Improved Nimbus Upload dialog

1. Improved the dialog by having added a "Preview Not Available" icon when uploading and profiling new documents.
2. Fields that cannot be edited have been greyed out
3. Improved styling to the following dialog boxes
4. The document name field can now be edited if a single document is uploaded:
Xero Accounting
Introduced a
Credit Note delete
and
reload option
, which are useful when a user assigned the incorrect allocation code to a credit note. Before the credit note is synced to Xero, the user can now change the allocation code in the Credit Note allocations section and delete and reload the Credit note for the appropriate allocation code to be updated on the credit note that will be synced to xero.
Added new filters to the Client Sync Page for Xero Integration. Users can now filter for Customers, Suppliers, or a combination of both.
Resolved an issue when a user would sync more than 100 Clients to Xero accounting; the 50 would sync to Xero and the second 50 would be skipped.

API
Added new Endpoints to POST, PUT, and GET Year Ends for Clients.
Resolved an issue on the GET Clients by ID Endpoint where the Address would not display if the Country was not populated on the Address country field. Address will now display correctly if the Country is not populated on the Address Country field.
Added a new Endpoint to GET the current Period of the Practice Management system.

ISSUES ADDRESSED
The following issues have been addressed during this release.
Client Maintenance
Terminated Approvers
are no longer available for selection in dropdown lists on
Client

Approvals
and
Task Approvals
.
On Client Maintenance | References, when Tax service is flagged on specific Client, validation correctly ensures that the Branch/BSB field only allows exactly 6 digits.

Timesheets & Disbursements
Timesheets and Disbursements dashboard
The Last update is now updated on the Timesheet and Disbursement rows when they are Billed or Reversed.
When the
Show Mine Only
filter is disabled and the user has customised the filters, the set filters would incorrectly clear upon deletion of a Timesheets batch from the grid. This has been fixed.

Calendar Style Timesheets and Disbursements
1. After having uploaded a document(s) using the File Upload button, the Disbursement Attachments button would only list such uploaded files once a Disbursement entry is captured in the current open calendar batch Period. In the absence of a Disbursement entry, none of the uploaded Timesheet files were listed. This has been fixed.
2. Adjusted the Time and Expense capture popups to retain their width when narrowing the browser page, e.g. when using multiple windows on a single display. Previously, the popups would narrow together with the narrowing of the browser page, causing the control buttons at the bottom to overlap. Scroll horizontally to view hidden contents.
3. Fixed an issue for Daily Timesheets when capturing a Timesheet entry on a day other than on a Monday. Previously, a Monday TS entry was automatically created by error without having created one for a Monday. Employees who don’t work on Mondays would also incorrectly have Timesheet entries on Mondays.
4. Fixed an issue in Timesheets/Disbursements where it wasn’t possible to Save a new entry, where a previously created entry consisted of a Disbursement with attached files.
5. Additional small fixes are also addressed:
Creating a new Disbursement using the Create New Disbursement button no longer clears the Date dropdown after Save & New.
When editing a Disbursement and creating a new Disbursement
via
Save & New and attaching a file, no longer saves the attached file to the old Disbursement entry (the one being edited).
Editing a Disbursement entry with files attached and creating a new Disbursement
via
Save & New would display the attached files of the first Disbursement entry.
File uploader no longer displays if there is validation for any missing field.

Timesheet Approvals
Selecting an approver on Timesheets used to create multiple lines under the Timesheet Approval tab for the selected approver and particular period. The issue has been fixed and only the single entry appears.

Timesheet widget quick capture
When initiating a
Planned
Timesheet entry using the widget, an incorrect
Date format
under the
Add
tab had prevented the entry from saving. This has been resolved.

Processing
Billings
Fees, Open Item Fees, Invoices, Interest, Reversals
Fee Reversals: Corrected an issue that cause Billed Timesheets and Disbursements from being Billed a second time after Posting a Fee Reversal against these Entries.
Fixed functionality of the Client filter to allow searching for Client names containing an apostrophe.

3. Enhanced performance when deleting Billings batches.
Open Item Fee Wizard
When Deleting an Invoice line item from a Fee, the wizard did not warn the user that the Fee WIP did not balance. This has been resolved and the UI will now show the WIP that does not balance and prevent the Fee from being posted.

Edit Invoices
Corrected the
GST Code / Amount labels
that had displayed as VAT Code / Amount, where an Edit Invoices batch contains multiple line items.

Recurring Billing
When trying to Bill a Template a second time, the user was incorrectly warned that there was no Templates to process. This has been corrected.
Fixed
an issue when editing
Fee
type
Bill Items
, which had caused the
WIP Client
and
Task dropdowns
to be disabled when the selected
WIP Client
was other than
[Use Template Client]
.
Additionally, when the
Rate Type
is set to
Quantity
, the Fee Time and Fee Disbursement field labels now correctly reflect as
Fee Time Rate
and
Fee Disbursement Rate
.
WIP Client
dropdown now excludes
Terminated Clients
.
Bill Template Code input field
now accepts a maximum of 10 characters. Previously the input field accepted more than 10 characters, but upon saving the Bill Template Code, it would save the first 10 characters and extra ones would be removed.

CRM Maintenance
Employee Maintenance
1. The functionality to Terminate Employee Rates no longer worked as expected. This has been resolved and Terminated Rates can now be captured again.
2. When a user requested for a password change via the Main login screen and “Forgot password” link, the generic email from MYOB Practice Management to reset the password did not contained any reset link. Also in email body, GreatSoftCRM was mentioned as referred company. This has been addressed.
Task Maintenance
The Date pickers in Task Maintenance are again working on Budgets and Rates tabs.

Reports
Timesheet Entries Report
:
Corrected an issue on the Timesheets Entries Reports that had returned incorrect data for a specific Employee, when the
Activate Report Filter Employee Search
System Option
is enabled.
MYOB Practice Management 2024.2.0 Release Notes
HIGHLIGHTS
1. Improved navigation: Implemented hyperlinks on Planner & Jobs, Client Enquiry, Timesheets and the Timesheets widget for users to easily navigate between related Modules and save time.
2. Timesheets & Disbursements dashboard bulk actions: Implemented bulk action capabilities to Submit, Unsubmit, Unpost, and Delete relevant selected Timesheet and Disbursement batches.
3. New Security Audit Trail Report: Implemented a new Audit trail process and Report of changes made to Employee Security by firm Administrators to enhance System Security.
4. The following MYOB Business / AccountRight integrations issues were addressed: Users are now able to sync invoices containing negative line items, as well as invoices containing narrations/descriptions longer than 1000 characters. Syncing of Business address details and matching of clients were improved. Please refer to the release notes for details.
5. Xero Integration: Implemented the ability for sending Invoices using the Contact Type, e.g. the Billing Contact, instead of the Client Email Address.
6. Calendar Timesheets: Implemented a Productivity Rate on the calendar Stats bar, visible on all of the Day, Week and Month views. The Productivity calculation is based upon the actual “Productive” Hours captured relative to the actual Total Hours captured per Timesheet Period.
7. Planner: Implemented export functionality to Excel on all Gantt Views.
8. This update contains 20+ smaller usability enhancements to improve the user experience and speed up processing time.
NEW FEATURES & ENHANCEMENTS
General
Implemented hyperlinks for easy navigation between Planner, Client Enquiry, Timesheets and the Timesheet widget.
In Planner, click on the Project’s
Client name
or the

Job’s
Client Code
hyperlinks to open the relevant assigned
Client’s View
page to access applicable information, such as the accumulated WIP value from completed Jobs and or Projects.
From the Client View page, click on the
Planner tab hyperlink
to access the Client’s relevant Project(s)/Job(s).

From a Timesheet’s Planned area, click on the
Job hyperlink
to open related Jobs.
Similarly, click on the
Job hyperlink
from the Timesheet widget to open related Jobs.

Client Enquiry & Maintenance
Client Enquiry
1. Implemented a new Planner tab in Client Enquiry, from where any Client Job in Planner can be opened and viewed in the Planner view.
2. Implemented a new Reports button in Client Enquiry, that can be customised to run any Client Report(s) that is available from the Client View.
NOTE: The Reports button is currently hidden and will be activated once MYOB assigns a default report for MYOB Customers, e.g. the Client Pre-billing report. More information to follow on this in the next couple of weeks.
Client Maintenance
Implemented 2 x changes regarding WIP Provisions:
Users are no longer able to select a Date earlier than the current
Open Period Start Date
.

Under Processing | Period Rollover, when the
OC Month End in Progress
option is enabled, users will be prevented from
editing/saving
any WIP
Provisions
(under Client Enquiry | Edit Task | Provisions).

Planner
Jobs
When
moving a Job to a different (target) Project Board
, a Status from the target Project Board will be applied to the moved Job, based on the
Status Code
. 2 x scenarios are possible:

Available source and target Board Statuses
If the moved Job initially had a
Status
with
Code
that doesn’t also exist in the
target Project Board
, the target Project Board’s
Not Started
Status will be
applied
to the moved Job.

Job’s Status before and after being moved to another Board
If the moved Job initially had a
Status
with
Code
that also exists in the
target Project Board
, the target Project Board’s Job Status with that same
Code
will be applied to the moved Job.

Job’s Status before and after being moved to another Board
Filters, Views, etc
Gantt Viewpin
The following enhancements were made to the Gantt Views:
1. Implemented export functionality to Excel on all Gantt Views.
2. Employee Names are now sorted alphabetically to make finding Employees easier on the Employee Gantt View.
Timesheets & Disbursements
Calendar Style Timesheets and Disbursements
1. Removed the scroll bar from long Timesheet entry tooltips and expanded the tooltip size to dynamically accommodate all information.
2. Implemented bulk action capabilities on the Timesheets and Disbursements dashboard to Submit, Unsubmit, Unpost, and Delete relevant selected batches.
Submit
selected Open Time and Expense batches.
Unsubmit
selected Submitted Time and Expense batches.
Unpost
selected Updated to eCost Time and Expense batches.
Delete
selected Time and Expense batches that qualify for deletion.
Confirmation popups
offer user feedback for each bulk action:

3. Implemented a new Productivity Rate in addition to the Chargeability Rate on the calendar Stats bar, visible on all 3 x Views (Day, Week and Month) and calculated accordingly.
The
Productivity
calculation is based upon the actual “Productive” Hours
captured
relative to the actual Total Hours
captured

per Timesheet Period. It is thus unaffected by Public holidays that’s set up in the CRM system.
Productive” Hours captured that would increase the Productivity rate include:
Chargeable Time (
Ch
).
Non-Chargeable

Lost Time (L) (
non-Ch L
)
Non-Chargeable

Productive Overhead (P) (
non-Ch P
)

Hence
:

Productivity % = (Ch + non-Ch L + non-Ch P) / (Total Hrs captured).
Example of non-Chargeable Categories and Overheads in a CRM system
Processing
Billings | Open Item Fee Wizard
A new
eCost / System / Open Item Billing Wizard Date Sort Order
System Option
allows for f
irms to change the
Transactions Date order
on the Open Item Fee wizard grid as preferred. Transactions can now thus also be listed in Ascending order (from earliest to most recent).

WIP Management Dashboard
Added a new
Billing Manager
Filter Type to the WIP Management dashboard, which filters for the relevant Billing Manager that’s attached to a selected Task Client.

Bank Manager
Implemented
mandatory fields markers
(stars
*
) on the
Bank Card
and
mapping

screens
.

CRM Maintenance
Employee Bulk Import
Implemented additional
validation
for 3 x unique Employee Details fields to prevent duplication when capturing data on the Employee capture form, as well as during imports:
Employee Code
(
1
)
Login
(
2
)
Salary Code
(
3
)
The
Proceed
button on the landing page, and the
Save
and
Continue
buttons on the Employee Details page will remain inactive, until valid data is captured.

Global Update Utility
Enhanced the Global Update Utility dashboard, by implementing the ability to
sort all columns
, (except
GST
)
Ascending
or
Descending
, by clicking on each table
heading
(once or more times).

Client Onboarding
Due to ATO security requirements and to better secure client information, the “
No PIN is required
” option has been removed from the
Global / System / Client Onboarding PIN
System Option
. For customers that had this setting as “
No PIN is required”
, the default has been changed to “
PIN required when information exists
”. A security pin will be sent to the client by Email when accessing the form and information has already been saved in the form.

Please refer to the Client Onboarding Process guide in the Online Help for further information.
Events
Added the
Client Code
to Client related Events under the
Client / Subject
column.

Reports
1. Implemented a new Audit trail process and “Security Audit Trail” Report of changes made to Employee Security by firm Administrators.
NOTE: Please ensure the new Security Audit Trail report is allocated under Administration > Security Maintenance in order to activate it:
NOTE: The Security Audit Trail log / report will start building up results as from the effective date of 2024.2.0 (18 May). Any security changes before this date will not be displayed, it will only show changes going forward.
An Audit Trail is logged for the following processes:
Employee Maintenance | Security tab:
Assigning & removing User Roles.
Administration-User List:
Adding & removing Employee User Roles.
Administration-User List:
Removing Employee Logins.
Administration | Role Management:
Removing Roles from the system.
Administration | Security Maintenance:
Assigning & removing User Roles’ Security tokens and changing token CRUD settings.

The “Security Audit Trail” Report summarises information regarding the changes made:
Date and Time
Name of the Administrator
Name of the affected Employee
Type of change
The changed field
The new value

Example: Assigned an additional User Role to an Employee Record under Security:
2. Debtor Invoice Enquiry Report: Added Timesheet Narrations to the Report. Narrations will display when the Time/Disb Allocation filter is set to Show.
Integration Changes
Xero Accounting
Introduced a new
Global / Integration / Xero GL default Contact Type
System Option
that allows for the synchronisation of
MPM Contacts
as the primary/default Contacts during the Integration process to Xero Accounting.
Once a
Contact Type
is selected, the system will activate the synchronisation of
Contacts
to Xero Accounting. When syncing the
Contact
information, the Integration will use the Contact Type as per the System Option setting .
In the below scenario, since the
Debtor

Contact Type
is set as default, the highlighted Debtor Contact

would be part of the sync process to Xero Accounting.

Important notes on Contact syncing to Xero Accounting:
When the
System Option
is activated for
Contact syncing
, the system will only sync changes that are made to new and existing Contacts. The Integration will therefore not sync all current Contacts to Xero Accounting.
The MPM system has no concept of a primary/default Contact. If there is more than one Contact of the same Type saved on an MPM Client, the system will select the 1st available Contact for that Type when synchronisation occurs to Xero Accounting.
When the System Option is set to none,
Contact synchronisation
will be disabled, and the Integration process will use the
legacy primary Contact information
from the
MPM Client
.

Xero Tax
When syncing
Clients to Xero Practice Manager
, the user can now flag the new
ACN Not Required
option. This will exclude the ACN number from
MPM validation
during the sync process to XPM and will pass the sync process when this number is unavailable.

IMPROVEMENTS / ISSUES ADDRESSED
The following issues have been addressed and/or improvements made during this latest Release.
Support Tickets
Added the
Termination Date
to the Employees drop down list to view Terminated Employees.

Client Enquiry & Maintenance
Client Enquiry
1. Corrected Client Links validation to disallow Spouse relationship duplication.

2. Corrected the Client Trade Name that had failed to reflect on the Client View page.
Client Approvals
A
Client Approval request
could not be accessed when
Secure Views
is enabled. This has been resolved.

Planner
Jobs
Fixed an issue on the
Due Date filter
, which had incorrectly listed
Jobs
beyond the Due Date.

Filters, Views, etc
Board Projects and Board Jobs Views
Fixed
Board Projects
and
Board Jobs Views
that had failed to load, due to long Job and Project Statuses descriptions, and due to descriptions containing special characters.

Board, Grid Project, and Grid Employee Views
Fixed the following issues regarding
Board, Grid Project, and Grid Employee
Views.
Board Views
: When multiple Project Boards are selected, all Job / Project Statuses would load, iso only the selected Boards’ Statuses.
Grid Projects and Grid Employees Views
: Fixed an issue that had occurred where different Project Boards contain Job / Project Statuses with the same Code, but with different descriptions.

When multiple Project Boards were then selected, the Job / Project Statuses from the unselected Project Boards would incorrectly show.
List View
1. The Proposed Fee amount on the List View now excludes terminated Fees.


2. Employees assigned to Archived Project Jobs would now correctly show as available when the Show Archived Setting is disabled.
NOTE: Employees would correctly still show as unavailable while the Show Archived Setting is enabled.
Timesheets & Disbursements
Calendar Style Timesheets and Disbursements
Corrected several fields that had incorrectly defaulted to
NaN
instead of
0.00
upon clearing. Affected fields were
Hours
,
Units
,
Quantity
,
Amount
and
Local
.
Corrected an issue when creating new
Timesheet entries
that had prevented very long
Client names
from being available for selection in the Client lookup list.
Addressed
performance
issues
experienced when
capturing Timesheets
and lots of documents exists.

Timesheet Approvals
Resolved an
issue that had prevented
selected Timesheets
from being posted when the
Time/Expense Update to WIP
System Option
was set to
Approver Initiated
.

Processing
Billings | Open Item Fee Wizard
OI Fees | Reversals: Addressed an issue that had occurred when capturing a partial Fee Reversal against an OI Fee. The full TS/DS Amount was incorrectly available, resulting in an imbalance in the OI WIP.
Partial Fee Reversals
will now create an entry that can be allocated to Timesheet Entries using the OI Wizard.
Full Fee Reversals
will automatically be assigned to the original Timesheets entries to reverse them.

Fixed a
rounding issue
that had occurred in the OI Fee wizard when selecting Timesheets for which more than two decimals existed on either / both the
Units/Hours fields
. This would result in the Adjustment (
Adj
) column value to be inaccurate by 1 cent.

Recurring Billing
1. Terminated GST Codes are no longer available for selection in the dropdown list when creating a new Recurring Billing Template.
2. When the Terminate Assignments not in Import option was enabled, the Recurring Billing page froze when trying to import a Template batch. Fixed functionality when this option is enabled, so that Assigned Clients would now update correctly, while any Clients that are not in the Import batch would be terminated.
3. When creating a New Recurring Billing Template, the Narration button incorrectly reflected the last opened existing Template’s count. This has been corrected so that a new Template’s Narration count defaults to zero.
Disbursement Bulk Capture
1. On the Disbursement Bulk Capture dashboard, any Client Name or Code that contains a dash ‘-’, would fail to show in the dropdown list upon searching. This has been fixed.
2. Implemented validation to prevent importing Disbursements relating to terminated Employees that are present in import batches.
Bank Manager
Resolved an issue that had caused the Bank Manager page to
incorrectly refresh
after having allocated one or two
Receipts to Invoices
, resulting in all set filters to clear.

CRM Maintenance
Employee Bulk Import
Fixed an issue that had caused
Excel (.xlsx) files
to fail to upload.

Standard Tasks Maintenance
When using the
Universal Add Task
functionality to add a New Task to Client records, the routine did not assign
each Client’s relevant Office
to the added Task. This has been corrected.

Reports
Debtors Statement
Report
:
Fixed an issue that had caused
Reversals
to be excluded from the Report when they had a
detailed Narration
.

Integration Changes
General
Improved the
IManage Partner Config Profile
to allow users to set the
IManage tenant URL
whenever it changes.

Xero Tax
Resolved an issue on the
Sync Errors Log Report
that had caused
blank errors

to be returned. The appropriate error will now be displayed on the Report.
Improved performance when exporting
Client Sync Matching Reports
.

MYOB Business / AccountRight Integration
1. Resolved the issue where invoices containing negative line items did not sync from MPM to MYOB Business / AccountRight.
NOTE: To capture negative line items correctly, ensure that the Invoice amount is a Negative, and the QTY should be a Positive. Both cannot be a negative, otherwise it won’t sync.
2. Resolved the issue when syncing Invoices to MYOB Business / AR. When an Invoice Narration exceeds 1,000 characters, the MPM Integration will now allow the invoice to be synced. The process will add a new Narration row for the Invoice line item on MYOB Business / AR.

3. Improved validation messages when the MYBO Default Contact Type for MYOB ADBUS and MYOB ADPOS address System Options are not set - the system will then validate accordingly.
4. Resolved an issue preventing the 2nd Address line from syncing from MPM to AR where the Address consists of more than 2 lines. All Address lines are now syncing to AR and Business:
5. Corrected the inability to clear out the password and username values on the MYOB profile. The below could not be cleared out:
6. Addressed an issue to prevent MYOB Business / AR to match inactive Clients in the sync process.
Inactive Client in MYOB:
Active Client in GS:

When a Client sync or a full Client sync is performed, the Client(s) will not match if the
Client
(s) is inactive in MYOB Business / AR it will be flagged as a New Client for MYOB until the user terminates the Client in GS:

BGL CAS360 & Simple Fund
Fixed a
BGL Integrations sync issue
where
Client static data
had not correctly assigned
default values
in MPM, when
new Clients
are created from BGL.
Addressed an issue where incorrect
CAS360 Shareholding information
was showing in MPM for some clients.

MYOB Practice Management 2024.1.0 Release Notes
MYOBPRACTICE MANAGEMENTRelease Notes 2024.1.0

Contents

GENERAL. 1
HIGHLIGHTS. 1
DETAILED RELEASE NOTES. 2
User Interface/General 2
CLIENT ENQUIRY & MAINTENANCE. 2
PLANNER. 11
TIMESHEETS & DISBURSEMENTS. 15
PROCESSING. 20
CRM MAINTENANCE. 26
REPORTS. 28
GENERAL
As part of our first Release of 2024, we would like to emphasise the following to MYOB Customers:
MYOB Practice Management only supports

the following
browsers
in our software, based upon
universal
HTML5 compatibility scores
:
Google Chrome Chrome
,
Microsoft
Edge
and
Mozilla Firefox
. This means that using other browsers may render PM pages with UI and/or functionality issues.

HIGHLIGHTS
Client Onboarding
:
Several enhancements were made to Client Onboarding to
prevent unauthorised access
to Client information, to collect more
Client data
from Contact persons during a new Client take-on, and the ability for firms to
customise Onboarding Request

email templates
.
A system option was added to include
pending WIP
in the
WIP Management Dashboard
.
Planner
:
Implemented an
Auto Calculate Budget
checkbox in
Project and Job Imports
. If enabled, Budgets will calculate automatically, based on the
Hours
and
Charge Rates
within the import file, or if the
Rate Code
is left blank in the import spreadsheet, the
Office Standard Charge Rate
will be used (
Hours X Rate
).
Calendar Timesheets
: Implemented multi-select functionality on
Client
and
Tasks filters
on the
Planned area
, where available Timesheets from Planner Jobs are listed.
Disbursement Approval
:
Implemented
View buttons
for
Approved
and
Posted

Disbursement batches
, which open popups for viewing batch details and from where
Disbursement
supporting documents
can be downloaded.
Implemented a new
Delivery Method
option under
Contact Type Maintenance
. The
Delivery Method
under the
Link Existing Contact Relationships
section defaults to the Contact Type’s set value.
Several integration enhancements - p
lease refer to the
Integration Release Notes
for enhancements to integrations.
This update contains
20+

usability enhancements
to improve the user experience and speed up processing time.

DETAILED RELEASE NOTES
User Interface/General
Users can now easily access the Release Notes of all recent Software Updates from within the system via the new RNs hyperlink in the footer of main dashboard page.
Alternatively, if you’re on your Profile Page, open the Release Notes via the RNs View button (previously called the User Agreements | Edit option).
NOTE: To open the Notes in a separate browser tab than the current page you’re working on, hold the Ctrl key and click on the footer hyperlink (or the RNs View button).
CLIENT ENQUIRY & MAINTENANCE
Client Onboarding
Several exciting new enhancements were implemented for Client Onboarding:
1. Expanded the list of Client information on the form. The following Client fields have been added to the Client Onboarding form:
Telephone numbers
:

Work Telephone
applies to all Entity types.
Home Telephone applies to all Individual Entity types only.
Addresses
:

Physical

Address
applies to all
Company
Entity types only.
Residential

Address
applies to all
Individual
Entity types only.
Registered Address field.
Other fields
:

Salutation
.
Trade Name
.
Former Name
.

Email Template
1. Ability to edit the sender’s email information. The added From Name and From Address fields to the Email Template tab allow for the requestor to change the sender Name and Email Address, which will reflect on the email sent to the client’s Contact person.
NOTE: Changing the From Address would require configuration on your Email Administrator to permit sending on behalf of another email address.
If the field is left blank, it would default to
myobpmonline@myob.com
If you would like to use a different email address, please raise a ticket with our Support team who will be able to advise. Configuration would be needed in your website config file to update SMTP details.

Enhanced the ability to customise the Client Onboarding email Request, using tags
1. We’ve enhanced the Onboarding email template by having added a series of new tags, in addition to the single ##EmailBody## tag of previous versions.

2. Click on the information button to display the list of available tags.
NOTE
:
Tags
are
placeholders
(embedded / merge fields) that automatically pull the relevant matching information from the CRM database. On the firm’s side, the email reflects the
tags
, whereas the
actual information
that’s obtained from the database replaces these tags on the email recipient/Contact’s email.
NOTE
: Your firms’ existing email template won’t be overwritten. Any customisations that you’ve made to the
email body
will be incorporated into the enhanced template’s email body section, from where you can update the template for future use.

To customise/build your firm’s email template, simply display the tags list and
copy & paste
a tag where needed into the email, and/or delete/move text to your preferences.
The email header automatically pulls the ##
CorpLogo
##
image

and ##FirmName## for the Firm Name
from the database and cannot be changed by the user (the Logo is optional and applies to firms where the Corporate Logo had been uploaded under the Profile page.
The ##
Link
## is a special tag
that can be used to re-position the existing hyperlink button inside the email, from where the Contact person will access the Onboarding forms (via the Welcome page).
The available tags and where they impact the email template are as follows:

ContactFirstName
ContactSurname
FirmName
FirmTel
RequestorFirstName
RequestorSurnameName
RequestorEmail
RequestorTel
Link

3. The Firm Logo will now automatically pull through to the email template. Where a firm hasn’t uploaded their Logo onto the CRM system under Profile Settings, a Warning message: “Corporate Logo is missing. Please add Logo under Profile Settings.” will show.

Implemented Client Onboarding user security (PIN)
1. Implemented the ability for firms to require that Client Contacts use a Security PIN for accessing Client Onboarding forms via the sent email request.
Firms can set their preference under the new
Client Onboarding PIN

System Option
. The 3 x possible settings are:

No PIN is required

PIN is always required

PIN required when information exists

2. Expected behaviour when firms require a user PIN:
When the email recipient (Client Contact person) clicks on the “Please click or tap here to complete your details” link on the Client Onboarding Request email, two things will happen:
The
Client Onboarding Welcome page
opens and prompts for a
PIN code
.
The
PIN code
is generated and sent to the Contact person in another
email
.

NOTE: The PIN code would be re-generated each time that the recipient clicks on the original Onboarding email request link that freshly opens the Welcome page.
When prompted by the Client Onboarding Welcome page, copy and paste / enter the emailed 6-digit PIN in the PIN code field.
The prompt indicates the available minutes that remain for using the PIN.

Welcome page prompting a PIN code Follow up email with PIN code
Follow up email with PIN code
a. PIN validation is two-fold:
The user must
accurately
copy and paste / capture the PIN from the sent email, consisting of a
6 digit code
.
Once generated, the PIN expires after 10 minutes. The prompt indicates the remaining minutes that are available for using the PIN.
Once the 10-minute timer reaches 00:00, the “
A PIN was sent to your email”
prompt changes to “
The PIN has expired
”, with a
Resend PIN
button that will re-generate and email a fresh PIN.

b. After having entered the PIN, when clicking on OK, the possible validation outcomes that display at the top of the Welcome page are as follows:
c. Take the appropriate corrective action following user feedback.
d. Once the PIN code passes validation, the user will be taken to the Client Onboarding forms for completion of the Client take-on information.
Issue Addressed
When adding another new Client take-on from within an existing Client Onboarding Request form, the new Entity would incorrectly default to the Address section, instead of opening at the top of the Details tab. This has been corrected.
Client Enquiry
1. Corrected the discrepancy between the WIP entries Total and the Client WIP Balance that was caused by Adjustments (Fees and Write off’s) not reflecting in the Balance column.
2. Implemented a Future Entries checkbox to the Debtor Unpaid Entries Report, similar to Debtor and WIP Entries Reports. It is enabled by default to include future entries.

3. When adding Group Notes, the Note count is now also updating accordingly on the Client Enquiry | Edit Notes lookup (equal to the Client View | Notes tab count).
4. The Verification tab was correctly visible when creating a new Individual entity, but not on other Individual Type entities, such as a Sole Trader and Estate Late. This has been addressed and the tab is now visible on any Individual type entities’ Client View and Client Maintenance pages.
5. Added further checks to the Client Delete Button to validate related information when trying to delete a Client.
Addressed the issue with
deleting
a Client when it’s flagged for Tax. When any of the
ClientBAS

fields
are enabled, users
will be able to delete the Client
. The fix respects the following factors:

Client Maintenance
1. Corrected the Save button icon in Client Task Maintenance for consistency across the system.
2. Sorted an issue with saving New Contacts to a Client record. Saved Contacts are now correctly being added to the Existing Contacts section, while clearing the New Contact section for capturing the next Contact’s data.
3. In Client Maintenance, pop-ups for the Surname and First Name fields of Individual entity types would now show the detailed Client Surname + Name + Title + [CODE] of matching records. This also aids users to immediately identify where a First Name/Surname already exists in the system.
4. When creating a new Group that is an Individual, we’re now applying the Full Name logic as for Company types. Besides the Last Name and Client Code, the new Group name now also contains the Individual’s First Name and Title.
5. Fixed the pre-Save validation message for the ACN field that didn’t specify the ACN field name.

PLANNER
The following enhancements were made in Planner.
Boards
Fixed an issue after having edited and deleted
Project Statuses
under
Board Settings
. Any changes made will now correctly reflect in
Project Status lookups
, e.g. deleted items will be removed from those dropdowns.

Projects
Project List View
: Fixed the issue with the incorrect
Project Fee

Totals
that had pulled through from the Proposed Fee tab. Instead, the
Project Fees
now correctly reflect the
Proposed Fees totals on
the
Budgets tab
.

Jobs
1. When doing a Bulk Update, the Activity Category had failed to update successfully. This has been addressed.
2. Jobs no longer disappear when adding a new Job, while having multiple Projects expanded.
3. Addressed an issue with saving a new Job when the Hide Ad-Hoc Jobs from Board option is enabled.
Additionally, the
Ad-Hoc Jobs
option is now removed from the
Parent Job dropdown
when this option is enabled.

Filters and Views
1. Re-instated searching for an apostrophe in Planner that had failed to return Job descriptions containing an apostrophe.
2. Implemented an Auto Calculate Budget checkbox in Project and Job Imports. If enabled, Budgets will calculate automatically, based on Hours and Charge Rates within the import file, or if the Rate Code is left blank in the import spreadsheet, the Office Standard Charge Rate will be used (Hours X Rate).
If this option is not checked the
Budget will take values provided by the spreadsheet
.

TIMESHEETS & DISBURSEMENTS
Changes and enhancements on the Calendar style Timesheet and Disbursement capturing tool are as follows.
Calendar Style Timesheets and Disbursements
1. When choosing a specific Date on the Calendar Date Picker, focus would incorrectly default to the 1st day of the relevant Week or Month. This has been adressed.
2. Implemented multi-select functionality on Client and Tasks filters on the Planned area, where available Timesheets from Planner Jobs are listed.

3. When using the Group capture function to view/capture another user’s Timesheets, the selected Employee would not filter through to the Timesheet dashboard, Timesheet Period lookup and inside the open Timesheets. This has been fixed, so that the specific Employee would now correctly reflect and apply where applicable.
4. Addressed an an error occurring when adding a new Timesheet entry from Planner to the Calendar, where a Timesheet batch is set as Daily.
Previously, when trying to add a new Timesheet entry from Planner to a Date/TS batch that had already been submitted to e-Cost, an error would cause loading of the Date and Rate to fail.
Now, when trying to add a new Timesheet entry from Planner to a submitted daily Timesheet batch, a New Timesheet popup opens on which the next available “non-submitted” Date is pre-selected to enable users to successfully capture the new Timesheet entry.
Timesheet Widget
1. Corrected the Date format on the Timesheet widget to dd/mm/YYYY.
2. The Calendar TS working Hours that’s set under the user’s Profile Settings now also correctly apply to the Timesheet widget’s available Hours.
3. Re-labelled the “Time” tab to “Timer”.
Synchronisation between the widget and Planner, and the widget and calendar Timesheets
Implemented extra functionality on the Timesheet widget for related tasks and entries to be more synchronised between:
The widget’s
Add
and
View tabs
.
Planner Jobs
and the widget’s
Planned tab
.
Calendar Timesheet entries
and the widget’s
View tab
.

a. The widget’s Add and View tabs
New functionality was added for new TS entries that are saved on the Add tab, to immediately reflect on the View tab.
When saving a newly captured
TS entry on the Add tab
, the
View tab
will now
auto-refresh
and display the added entry on the View tab on the TS entry Date.

b. Calendar Timesheet entries and the widget’s View tab
When capturing a TS entry on the calendar
, depending on whether the current selected Date on the widget’s View tab is the same as the TS entry Date or not, the new TS entry will automatically reflect on the
View tab
, or it would reflect after clicking the
Refresh button
.

c. Added Planner Jobs and the widget’s Planned tab
Similarly to the View tab,
when capturing a Job on Planner
, depending on whether the current selected Date on the widget’s Planned tab is the same as the Job Start Date or not, the
planned TS entry
will either automatically reflect on the Planned tab (if you need to navigate to the Date when the Job Starts), or it would reflect after clicking the
Refresh button
.

Existing widget functionalities remain unchanged:
Upon saving the TS entry on the
Add tab
, all fields keep the last captured selections, but the
Units and Hours
fields clear/default to zero.
Clicking the
Refresh button
on the
Add tab
will clear/reset all fields.
Entries captured
via
the
Add tab
on the widget would reflect on the
calendar
. If the calendar was open while capturing using the widget and it doesn’t reflect yet, simply refresh the calendar (F5).

Timesheet Approvals
Implemented
View buttons
for
Approved
and
Posted

Disbursement batches
, which open popups for viewing batch details and from where
Disbursement
supporting documents
can be downloaded.

PROCESSING
Addressed a few reported issues in the Processing areas.
BILLINGS
Implemented a new

System
Option

eCost / System / Output Document Path – PM
for setting the default folder path where
Word Invoice
documents are saved on the Server. Leave the field
blank
to use the original default folder.

Fees, Open Item Fees, Invoices, Interest, Reversals
Under the Billings’
Approved Status
, it is no longer possible to delete an individual line item from a multiple Invoices batch under the
List of Bills in Batch
grid. This still applies, irrespective of whether the
Allow Edit of Approved Fees

System Option
is enabled, or disabled.

DEBTORS MANAGEMENT
The
Prepare
control button now correctly updates all Amounts on all records, including

Unconfirmed records
of Clients that are flagged by other users. Before the fix, records being flagged by other users were
incorrectly skipped
during “preparation”.
When the
Debtors Management - Statement - Open Item Default

System Option
was set to
YES
, the
Open Item Statement
incorrectly also included future dated Entries/Receipts, possibly caused by future Unallocated Payment entries being pulled through. This has been resolved.

CREDIT NOTES
1. We resolved a System.DivideByZeroException error message that had been returned when crediting an Unallocated Receipt having a 0% GST Rate.
2. When creating a Credit Note by changing the selected Invoice’s amount to the value with which it should be credited, the specified value had incorrectly changed upon saving the Credit Note entry. This has been fixed.
DISBURSEMENT BULK CAPTURE
1. Corrected functionality to prevent users from billing any Terminated and Roleplayer Clients.
2. Also corrected validation feedback when trying to add a Task to a Roleplayer Client, which had erroneously referred to the Client not having been flagged for Office Costing.
3. When trying to upload a Roleplayer, the Client and Task fields will give alerts, and the import batch will ultimately fail to Save.

4. Implemented additional validation that disallows importing Disbursements against Terminated Clients.

5. Previously, when pressing the Enter key while focus is on the Quantity or Value input field, the page would incorrectly refresh and erase all captured information. This has been resolved by having disabled any page refresh upon pressing Enter.
6. Where any Client Code in an imported batch contained spaces, upon saving, the imported Value would incorrectly change and the entry would change to non-Chargeable. These have been resolved by automatically removing any spaces (trimming) from the Code inside the [brackets] to ensure a perfect Client match.

WIP MANAGEMENT DASHBOARD
1. Corrected functionality regarding the clearing of selected/ticked rows on the WIP Management Dashboard that had failed when refreshing the grid, after having removed and/or applied different filters. Users had to manually disable pre-selected rows when applying changed filter settings, in order to prevent unintended bulk updates to those line items.
2. Re-instated the correct display of the current open Period (Start to End Dates) on the WIP Management Dashboard that had only displayed the Start Date of the current Period.

3. An enhancement was made for the WIP Management Dashboard to include Pending WIP when the new Global / System / Include Pending WIP on Client Enquiry Pages System Option is set to YES. This offers a useful single alternative to users, instead of having to run multiple Reports to obtain the necessary information.

CRM MAINTENANCE
The following issues in CRM Maintenance were addressed and enhancements made:
Standard Fee Maintenance
Fixed an issue regarding the
Standard Narration
that had failed to copy its description in
Html editor
across during cloning.

Contact Maintenance
The
Contact’s
Job Title field
has been enhanced to now accept 50 x characters.

Contact Type Maintenance
Implemented a new
Delivery Method
option under
Contact Type Maintenance
. When creating a New Contact Type, this field will default to
Email [EM]
.
The
Delivery Method
field under the
Relationships tab
|
Link Existing Contact Relationships
section will default to the value set for that Contact Type under Contact Type Maintenance.

REPORTS
The following Report changes were implemented.
1. All Reports: Fixed a System.Web.HttpException error that had occurred when generating a Report while setup Export is enabled.
2. Several Reports: Implemented MYOB re-branding to replace GreatSoft on remaining Reports.
3. All Debtors Reports: Corrected the Office: #Error that had displayed under “Report Selections” when filtering by Office. These Reports now correctly display the Office Codes instead.

Affected Reports:
Aged Debtors Analysis
Aged Debtors Analysis - Summary
Aged Debtors Analysis - Combined Investment
Aged Debtors Analysis Summary - Combined Investment
Aged Debtors Analysis - Task Partner
Debtors Ledger
Debtors Ledger - Compact
Debtors Ledger - Compact - No Lookup
Debtors Ledger - Task Partner
Debtors Transactions

4. Client Group Hierarchy Report: Implemented a Terminated Clients filter to the Report that allows for the filtering by Terminated Clients:
The
Exclude option
will exclude all Terminated Clients.
The
Include option
will include all Terminated Clients that match the selected filters. The
Terminated Date
will display in brackets after the relevant Client Name.

MYOB Practice Management 2024.1.0 Integration Release Notes
MYOBPRACTICE MANAGEMENTIntegration Release Notes 2024.1.0
Contents
NIMBUS. 1
INTEGRATION AUTOMATION.. 3
XERO ACCOUNTING.. 4
XERO TAX. 4
MYOB BUSINESS INTEGRATION.. 5
BGL. 5
NIMBUS
1. Improved Nimbus Integration with MYOB Practice Management (MPM) to accommodate a Year-based folder structure instead of it being Document Type category-based.
Customers using Nimbus now have the option for automatic creation of Year folders when uploading and publishing documents in MPM to the client. Once the option is enabled, documents saved in Clients, Jobs, Planner and Debtor Management will be filed in a Year-based folder structure.
Note: For existing Nimbus customers who wish to change to a year-based folder structure, restructuring of folders might be needed in your Document Management system. Please reach out to your Account or Success Manager who will be able to assist in scheduling a consultant to activate this feature
2. A new Profile Document(s) button has been added to the Client View and Planner Documents tab page, which will appear when uploading a document.
Client View
Planner
3. The Profiling dialog has been improved to now link the following fields to the Nimbus profiler. The same selections as in Nimbus is now available in MPM:
Category
Revision
Year
Status
Matter

MPM Profiling Dialog
Nimbus Profiling Dialog
INTEGRATION AUTOMATION
An improvement was made to Automation to
better handle scheduling of sync jobs
, where previously multiple jobs of the same profile would be committed into processing. Due to previous jobs not completing within the sync timeframe, they would start to overlap and cause clogging. Automation will no longer allow overlapping of jobs.
Corrected an issue on the
Partner Profile page
that had prevented the
Automation Employee
from being saved.
Implemented a change that would limit Automation to only run
maximum once per 30 minutes
. This is a temporary change to allow Product to optimize the Automation scheduler without compromising the stability of the Automation service for all customers, due to scheduled jobs running more frequently. Lower automation thresholds will be re-instated once the sequencing of jobs has been improved.
Resolved issues resulting from
Exiting / Closing Integrations pages
via the
browser Close X button:

It was found that some
Integration
automation jobs
had failed because of users not exiting the Integration page correctly.
To resolve this, the UI has been enhanced to assist the user to correctly exit the Integrations page.
The updated Integration pages are: MYOB, XERO GL, XPM, BGL, Class, and Now Infinity.
The following changes were made:
Implemented a
user prompt
to warn users to close the screen using the
Close
button
, nor to close the browser window, i.e. "
Please use the Close button to correctly close this page
".
Re-labelled the "
Back
" button to "
Close
".

XERO ACCOUNTING
Addressed
a
Xero Integration
error that had been displaying when the Xero access token had expired
.

When trying to Process from and to Xero, user feedback returned an error, despite no data showing in the history: “Completed with one or more errors”. When a Xero access token is invalid, the window will display “Invalid Bearer Token”.
Resolved an issue that had caused
Xero Tax and Xero Accounting Profiles
to incorrectly show as
connected
, despite the Access Tokens having
expired
. This had resulted in an
error
being returned when trying to do a sync on
Xero Tax
or
Xero Accounting
.

XERO TAX
Corrected a
Matched Xero Report
discrepancy for BAS flagged Clients, which also caused the report export to time-out.
Corrected
Spouse Relationship errors
on the Xero discrepancy Report.
Xero Tax | Client Links
: Resolved the inability to delete a
Relationship
in
GS
, where a
Relationship
is synced on more than one
Xero Tax Partner Profile
and it's been deleted in
Xero

(
ClientLinkID FK Reference in ClientLinkSyncXero table exception
).

MYOB BUSINESS INTEGRATION
Corrected an issue regarding the
Invalid ABN validation
that had not worked as expected, causing the synchronisation of ABN numbers updates to fail when integration to AccountRight.

BGL
Implemented two additional fields to the
CAS360 Client Profile
, i.e.
Incorporation Date
and
Annual Review Date
.

GreatSoft PM 2022.1.1 Integration Release Notes
Xero Accounting & Xero Tax
Xero Tax
: Removed the
extra space
that had presented at the end of the Client Name in Xero when
Trust or Partnership entities
are being
pushed to Xero
.
Xero Accounting
: The reactivation of Archived Contacts which are restored in Xero has been enhanced.

A new system option has been added for firms to automate the reactivation of clients which are restored in Xero.
If the system option is left as NO, a new “Restore Terminated Client” status appears in the Client Integration area.
If a client who was terminated in GreatSoft and Archived in Xero is Restored in Xero, they will appear in the “Restore Terminated Client” list after the next Refresh from Xero is performed.
Select the row to be Restored in GreatSoft and click the “Update GreatSoft” button. This will remove the Date Terminated and Flag the Client for Office Costing in GreatSoft.
If the System option is changed to YES, the restoration process is automated with a refresh from Xero and the “Restore Terminated Client” status is hidden from the Client Integration screen.
System Option
Status selector
Client Matched again after Refresh
NB: The 2022.1.1 update includes the new “Integration Automation” functionality. This functionality will be piloted with select customers and rolled out to all customers after a successful pilot is concluded. We will contact firms to discuss enabling this feature once it’s Generally Available.
BGL
Corrected the
integration procedure
that had only included
Clients
being flagged for Sec. The integration has been updated to
include Clients not flagged for Sec
during matching, and to
flag

those rows for Sec
once matched.
CAS360
: Applied fixes to the
Client Counter
that had indicated
less than
the actual number of Clients when doing a
refresh from CAS360
, whereas the
actual counter
had also
exceeded
the maximum number of Clients, e.g., 423/157.

Example of incorrect counter
Class/NowInfinity
NowInfinity
: Implemented
Associated Entity
in
API Requests
, allowing
Integration Profiles
to be
connected
to an
Associated Entity
in the Config Profile. Each NowInfinity Profile now requires an Associated Entity to be selected for the profile.

Click Connect on the NowInfinity Profile
Click the Allocate Entity button.
Click the Associated Entity and select the correct Associated Entity for the Integration profile and click Save.
Once selected, the NowInfinity profile will only ever retrieve data for this Associated Entity (This is to stop the incorrect reconnection of profiles causing cross-pollination of NowInfinity Clients in the Integrations area).
NowInfinity
: Implemented a new Company Integration endpoint provided by NowInfinity. This should provide stability for future refreshes from NowInfinity for Companies.

The new endpoint also adds paging which is displayed in the Refresh Status.
NowInfinity
: Optimized the
integration process
that had caused
time-outs
when
Refresh Clients from NowInfinity
.
Class
: Addressed the incorrect “Process complete”
user feedback
when interacting with any actions, despite not having taken any action.