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2024.1 Adapt release notes

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 If the customisation is out of date, you get a message reminding you to update it by re-publishing with cleanup.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

Payroll – New leave progress items (Exo ES NZ only)

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.

ERP – 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

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.

NZ

Payroll

Adapt Desktop

By default, trigger dates weren’t being updated for leave rollovers. This has been resolved. As part of the fix, we’ve added two new progress items for trigger dates: Pay Details – Employment Details and Pay Details – Employment.

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