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2023.3 Adapt release notes – November 2023

Easy access to online help

You can now quickly open the MYOB Adapt online help from within MYOB Adapt Desktop and Adapt Uploader. Go to the Help menu and choose Online Help.

Adapt Desktop

Payroll only

  • We've added People Payroll User to the Pre Migration Check List progress item. Previously, you had to select this in the MYOB Advanced site.

ERP only

  • We've renamed data fields in Adapt Desktop to match the field names in MYOB Advanced, so you can be sure you're working on the right data.

  • We've added MYOB Advanced fields that were previously missing, so you don't have to enter that data directly in MYOB Advanced.

Other changes

In the Item Data tab, we've replaced the Show Advanced Values and Show Original Values checkboxes with the Show dropdown, which has three options:

  • Data – Shows the data that is in Adapt Desktop.

  • Data + Advanced Values – Shows Data (described above), as well as Advanced columns with the data that you most recently uploaded to MYOB Advanced.

  • Data + Previous Upload – Shows Data (described above), as well as Previous Upload columns with data from your second most recent upload.

  • Data + Original Values – Shows Data (described above), as well as Original columns with data as it was originally imported to Adapt Desktop from the source product.

Adapt Uploader

ERP and payroll

You can now extract data as many times as you need without having to restart the migration. Previously, re-extracting data could delete changes you made in Adapt Desktop. Plus, you no longer need to rebuild the staging database. This saves you time and stress of redoing changes when a site is nearly ready to go live.

Source product data

ERP only – Migrating master data separately from transactional data

For ERP migrations, you can now start by migrating master data (things like stock items, etc. that don't change often). Then, when you're ready to make the migrated site live, you can migrate transactional data (things like the trial balance, etc. that do change often). This makes it easier to test the migration data.

For a full list of master and transactional data, see Extracting ERP data.

Resolved issues

Source product

Area of MYOB Adapt

Migration type

Description

MYOB Exo Business

MYOB Exo Employer Services

Adapt Desktop

ERP

Payroll

If you made changes to an exported progress item in Microsoft Excel, some changes weren't carried over when you imported the Excel file back into Adapt Desktop. This affected the To Upload, Uploaded and Ignore columns, as well as some read-only columns. This has been resolved.

MYOB Exo Business

MYOB Exo Employer Services

Adapt Desktop

ERP

Payroll

If you selected the Highlight Duplicates and Show Advanced Values checkboxes, you couldn't see the values in some fields. This has been resolved.

In this 2023.3 release, the Show Advanced Values checkbox has been replaced with the Show dropdown.

MYOB Exo Business

Adapt Desktop

ERP

If you exported the Supplier Stock Items progress item to Microsoft Excel, you couldn't import the Excel file back into Adapt Desktop. This has been resolved.

MYOB Exo Employer Services

Adapt Desktop

Payroll

The Employees progress item didn't include columns for AddressLine2 and Gender. This has been resolved.

 

MYOB Exo Employer Services

Adapt Desktop

Payroll

The Superannuation Funds progress item didn't include a column for AccountNumber, and the BSB format was incorrect. This has been resolved.

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