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 If the customisation is out of date, you get a message reminding you to update it by re-publishing with cleanup.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.

Full list of progress item updates

Progress Items

What’s changed

Chart of Accounts

Subaccounts

Account Classes

We’ve added new columns:

Consolidation Account
Revaluation Rate Type
Tax Category
Require Units
Use Default Sub

Trial Balance

We’ve renamed the progress item to GL Opening Balance.
The GL account and subaccount columns have been renamed to MYOB Advanced account and subaccount.

Journal Transaction

The GL account and subaccount columns have been renamed to MYOB Advanced account and subaccount.

Cash Accounts

This is a new progress item with the following columns:

Cash Account
Active
Account
Subaccount
Curr. Rate Type
External Ref. Number
Description
Clearing Account
Requires Reconciliation
Restrict Visibility with Branch

Customer Locations

This is a new progress item.

Customer Open Invoices

Customer Open Invoices - Details

We’ve added new columns:

Posting Period
Invoice Description
Location
Currency
Type
FX Rate
Line Description
Quantity
AUD Unit Price
FX Unit Price
AUD Amount
Total FX Amount
Account
Subaccount
Tax Category

Item Classes

Stock Items

Supplier Stock Items

Stock Item Barcodes

We’ve added new columns:

PI Cycle
Weight UOM
Volume UOM
Base UOM

Purchase Orders

Purchase Order Lines

We’ve added new columns:

Order Type
Order Nbr.
Description
Location
Owner
Terms
UOM
Requested
Promised
Receipt Action

Sales Orders

Sales Order Lines

We’ve added new columns:

Order Type (new GI for drop down)
Order Nbr.
Requested On
Description to the header
location (to be confirm)
UOM
Payment Method (new GI for drop down)
Tax Category (modify drop down)

Customer – Sales Person

This is a new progress item with the following columns:

SourceSalesPerson
SourceCustomerID
CustomerID
SalesPersonID - Dropdown list from Advanced
LocationID
Commision
IsDefault

Fixed Asset Classes

Fixed Assets

These are new progress items with the following columns:

AssetID
PlacedinServiceDate
DisposalDate
LastDepreciationDate
NetBookValue

Currency Rates

This is a new progress item with the following columns:

Currency
Effective date
Currency rate type
TO Currency
FROM Currency
FX Rate DNU
FX Rate
Mult./Div

Lot/Serial Nbr

This is a new progress item with the following columns:

Location
UOM
Reason Code
Dropdown BranchID
Warehouse

Purchase Order Lines

Sales Order Lines

We’ve added new columns:

Warehouse
BranchID

Stock Opening Balance

We’ve added new columns:

Reason Code
BranchID
Warehouse

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	Source 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.