2024.1 Adapt release notes – May 2024
The 2024.1 release adds more ERP data that can be edited and uploaded with Adapt Desktop. It also makes names in MYOB Adapt more consistent with MYOB Advanced.
We’ve also resolved issues identified in previous versions for ERP and payroll migrations.
Adapt Desktop new features
Knowing when to update the Adapt customisation
To keep your migrations going smoothly, Adapt Desktop now checks that the Adapt customisation is up to date on the MYOB Advanced site you’re migrating a customer to. If the customisation is out of date, you get a message reminding you to update it by re-publishing with cleanup.
ERP only
Consistent names
To make it easier to know how different elements in MYOB Adapt relate to MYOB Advanced, we’ve made names more consistent:
Progress item names now match the screen in MYOB Advanced that data will be uploaded to.
For MYOB Advanced screens with multiple tabs, the progress item name is now the Advanced screen name followed by a dash and the tab name. E.g., Progress Item Name – Tab.
Column names now match the MYOB Advanced field that data will be uploaded to.
Mapping screens now describe their use. E.g., Branch Map, Supplier payment, Method Map.
More comprehensive progress items
For migrations from MYOB Exo Business, we’ve updated the progress items for ERP migrations. Some progress items have new fields and columns, some have been reworded so their names are more accurate, and some are new altogether.
Payroll only
Improved trigger dates for leave rollovers
We’ve resolved an issue where trigger dates weren’t automatically updating during leave rollovers.
As part of the fix, we’ve added two new progress items to make sure trigger dates are accurate. This helps you upload trigger dates corresponding to each employee’s leave entitlements.
Pay Details – Employment Details – This progress item contains the trigger date details.
Pay Details – Employment – This progress item lets you upload the details to MYOB Advanced.
New leave progress items (Exo ES NZ)
For migrations from MYOB Exo Employer Services New Zealand, we’ve added two new progress items: Leave (Exo ES Excel Export) and DVL Leave (Exo ES Excel Export).
These progress items require you to add an extra menu option to MYOB Exo Employer Services.
Resolved issues
Region | Migration type | Area of Adapt | Description |
---|---|---|---|
NZ and AU | ERP | Adapt Desktop | When migrating checkbox extra fields for a debtor or creditor from MYOB Exo Business, the upload to Advanced was unsuccessful due to an error expecting a Boolean value in the attribute fields. This has been resolved. |
NZ and AU | Payroll | Adapt Desktop | Employment status and basis could be incorrect after extracting. This has been resolved. |
NZ and AU | Payroll | Adapt Desktop | Columns could be missing from the Microsoft Excel export for EmployeePayGroups. To help prevent the error, we’ve updated the in-product instructions about what to upload first and what to do if you get an error. |
NZ and AU | Payroll | Adapt Desktop | Standard pay items failed to upload correctly, impacting migrations where employees belong to more than one pay group. This has been resolved. |
NZ and AU | Payroll | Adapt Uploader | Some databases failed to extract due to an invalid column name error. This has been resolved. |
NZ | Payroll | Adapt Desktop | The pre-migration checklist didn’t account for different descriptions for posting classes and the chart of accounts. This has been resolved. Now, the pre-migration checklist to validate descriptions beginning with "Payroll Clearing" and to display the correct description for posting classes based on their region (PAYG for AU and PAYE for NZ). |
NZ | Payroll | Adapt Desktop | Entitlements weren’t being correctly extracted from databases with open pay runs. This has been resolved. |