Overview of Exo Employer Services progress items

The following tables describe the progress items you’ll work on in Adapt Desktop for payroll migrations:

You need to complete each progress item in the order they appear in the progress table. Skipping progress items can cause errors.

New Zealand

Progress item	Description	Related progress items	Additional comments
Config	Lets you specify settings and defaults to be used throughout Adapt Desktop. Configuring this progress item is critical, so that these settings and defaults can be used through other progress items in Adapt Desktop. All config items should have a valid Value, as per the Purpose column on the progress item.	All following progress items.
Payment Methods	Lists all available payment methods. Choose which ones to be used for this migration. Only the ones you choose will be validated in the pre-migration checklist.	Pre Migration Check List
Pre Migration Check List	Validates the MYOB Acumatica settings and the Adapt Desktop config settings. It uses the information downloaded using the Download MYOB Acumatica Values button to ensure that your tenant has the correct settings to allow Adapt Desktop to upload data. It also checks that the config values correct, checking only the payment methods selected to be used in this migration.	Payment Methods
Exo ES General Ledger	Lists the general ledger data from MYOB Exo ES for reference purposes only.	General ledger Purpose
General Ledger Purpose	Lets you upload general ledger purpose (GLP) items to MYOB Acumatica. These values come from the selected template for the migration. If it’s empty, your selected template does not have any default values.	Exo ES General ledger
Multiple Wage Hourly Rates	Extracts the settings for multiple wage hourly rates from MYOB Exo ES. This is reference information only, to make you aware of this important setting. If True, the multiple wage hourly rates setting is enabled in MYOB Exo ES. If False, the setting is not enabled.	Pay Items	If True, then pay items may use the "Employee's Rate" other than "1 - Standard Rate".
Wage Type Map Standard Rate	Lets you map MYOB Exo ES Wage Types to MYOB Acumatica pay items for the standard rate. By using the Actions menu, you can create new pay items for rates other than the standard rate.
Suppliers	Extracts all supplier data from MYOB Exo ES, including deductions and allowance details. You need to collaborate with your customer to clean up this data, determine which suppliers are required for pay items, and manually create these suppliers in MYOB Acumatica.	Deduction Pay Item Creation	After manually creating in MYOB Acumatica, you can add the data to the Suppliers progress item by clicking Download MYOB Acumatica Values. In the Supplier ID column, all records will then appear as dropdown values to choose from. By clicking Actions and choosing Update Deduction Pay Item Creation, the values in the Deduction Pay Items Creation progress item are updated with the correct information.
Allowance Pay Item Creation	Lists allowances and their settings defined in MYOB Exo ES. You need to collaborate with your customer to determine which allowances are still required and how they should be setup in MYOB Acumatica. This progress item will create new pay items where Create Pay Item is selected. All allowances should map to pay items.	Pay Items	Once the list has been verified, click Actions and choose Create Pay Items. This links the pay items to the correct allowances in the Pay Item progress item. You can modify pay item codes based on your customer’s requirements.
Deduction Pay Item Creation	Lists deductions and their settings defined in MYOB Exo ES. You need to collaborate with your customer to determine which deductions are still required and how they should be setup in MYOB Acumatica. This progress item will create new pay items where Create Pay Item is selected. All deductions should map to pay items.	Suppliers	If you’ve completed Suppliers progress item, then the Supplier ID should be populated with the appropriate ID for that deduction. Ensure that the general ledger purpose, payment method and cash account are populated before uploading.
Entitlement Changes	Lists the details of entitlement changes in MYOB Acumatica – under the Changes section of the entitlement screen.	Entitlements	The details from this progress item are not directly uploaded into Acumatica. Instead, they are shown for review and modification according to customer requirements. Once you save the details, they are uploaded when the Entitlements progress item is uploaded.
Entitlements	Lets you upload entitlements and entitlement changes to MYOB Acumatica. These values come from the selected template for the migration. If Empty, your selected template does not have any default values.	Entitlement Changes
Pay Items	Lets you upload pay items to MYOB Acumatica. These values come from the selected template for the migration. If Empty, your selected template does not have any default values. Values will also be created by the following progress items: Wage Type Map Standard Rate, Allowance Pay Item Creation and Deduction Pay Item Creation.	General Ledger Purpose Suppliers Allowance Pay Item Creation Deduction Pay Item Creation	If you get the “General Ledger Purpose cannot be empty” error, it means that the GLP code does not exist in MYOB Acumatica. Go to MYOB Acumatica and create the necessary GLP code. Return to Adapt Desktop and click Download Advanced Values to refresh the dropdown values. Select the correct GLP code for the pay item that caused the error.
Wage Type Map Other Rates	If the source database has multiple wage hourly rates, then this progress item lets you map those additional rates to the pay items created in the Pay Items progress item. Standard pays will be updated when you use the Actions menu.		Once the data is verified, click Actions and Select Update Standard Pay Wages. This updates the details in the Pay Details Standard Pay progress item and links them to the correct pay type ID.
Allowance Type Map	If pay item IDs changed when creating pay items for these allowances, use this progress item to map allowances. It updates the standard pays so that allowances from MYOB Exo ES are created in MYOB Acumatica.	Pay Details - Standard Pay	Once the data is verified, click Actions and select Update Pay Details-Standard Pay Allowances. This updates the details in the Pay Details-Standard Pay progress item and links them to the correct pay type ID.
Deduction Type Map	If pay item IDs changed when creating pay items for these deductions, use this progress item to map deductions. It updates the standard pays so that deductions from MYOB Exo ES are created in MYOB Acumatica.	Employees	To upload correct data into Acumatica, apply them to employees in Employees progress item. If a new deduction or allowance is created but not mapped, you have to map these manually to employees.
Departments	Lets you review all departments in consultation with the customer. Then you can remove duplicates, so only current departments are uploaded to MYOB Acumatica.
Positions	Lets you review all positions in consultation with the customer. Then you can remove duplicates, so only current positions are uploaded to MYOB Acumatica.		You need to correct the typos and clean up the data on this progress item – e.g., Casual worker and Casual workers.
Posting Classes Accounts	Verify and map correct general ledger purpose codes against each posting class. This progress item is uploaded when you upload Posting Classes. If Empty, your selected template does not have any default values.	Posting Classes	If MYOB Acumatica already has posting classes, you can’t re-upload them. Instead, you need to verify the Posting Classes in MYOB Acumatica. Then, in Adapt Desktop, click Download MYOB Acumatica Values to match the data in two systems. For example, you have to map correct GL purpose codes against each posting class which already exist in MYOB Acumatica.
Posting Classes	This progress item is populated from the selected template. If Empty, your selected template does not have any default values.	Posting Classes Accounts
Pay Groups	Lists all Pay Groups used by the source MYOB Exo ES database.		Sometimes pay groups uploaded by Adapt may end up in the wrong jurisdiction due to settings in MYOB Acumatica. If this happens, it’s best to delete the uploaded pay groups and enter them manually. This way, the pay groups will be in the correct jurisdiction.
Default Employee Entitlements	Specifies the default pay items to be added to a standard pay by employment status and employment basis. Ensure each status/basis combination has only the required pay item IDs that will be required for that combination. The pay items are added via the Actions menu in the Pay Details-Standard Pay progress item.	Pay Details-Standard Pays	MYOB Acumatica works differently from MYOB Exo ES for employee entitlements. For example, in Exo ES it is not mandatory to specify different leave/holiday types for employees, whereas MYOB Acumatica requires it. That’s why you must verify the data on this step in order to assign a pay item to every employee with a particular employment basis and status. By doing this, users will be able to map correct data to PayItems by clicking on Menu Item ACTIONS - "Add Default Employee Entitlements" on Payitem progress item. As a result, data will flow to each employee more efficiently.
Employees	Lists all Employee information extracted from the MYOB Exo ES database. Not all fields mandatory for MYOB Acumatica are mandatory for MYOB Exo ES, so there may be some missing information, such as email addresses. Work with your customer to fill in the missing information. If the extract and upload have been completed accurately, the employee count will be the same on all subsequent progress items.		Data fields highlighted in a gold colour are mandatory. You can either set the values manually or use the Set default from config option in the Actions menu. Before setting the default from config, you need to have set correct data on the first progress item, Config. Furthermore, in MYOB Exo ES, emails are not mandatory and data is not checked for duplicates. Ensure there is no missing data for employees, no missing emails, and no mismatched emails before uploading the data.
Employees Banking	Lists all employee banking details from MYOB Exo ES. Banking details are not mandatory in MYOB Exo ES, so some employees currently paid in cash may be missing information.	All Pay Details progress items	In MYOB Acumatica, employees must be setup with their banking information as it is the only available method for payment.
Pay Details-Tax and Distribution	Lists all the tax and distribution information about each employee from MYOB Exo ES, along with their current banking details. Bank account details and IRD numbers are not mandatory in MYOB Exo ES and may be missing. Work with your customer to get all the required information for tax and distribution.	Employees and Employees Banking
Pay Details-Pay Groups	This progress item lists all Pay Groups of which an employee is a member.	Pay Groups	An MYOB Acumatica API restriction at the moment means only one Pay Group per employee can be loaded. If there are more than one for some employees, these will have to be entered manually or via import scenario.
Pay Details-Definition of Week	This progress item lists the definition of a week for each employee, per the MYOB Exo ES definition. Work with your customer to verify this information before uploading into MYOB Acumatica.
Pay Details-Standard Pay	Lists all standard pay allowances, deductions and wage types for each employee as specified in MYOB Exo ES. Additional pay items are required for leave. These will come from the Default Employee Entitlements progress item.		You must add all the required employee entitlements in this progress item. Click the Actions menu and choose Add Default Employee Entitlements.
Pay Details-Distribution Other	Captures bank accounts of employees from MYOB Exo ES if they have multiple bank accounts. Your customer needs to confirm if they still need multiple bank account details uploaded in MYOB Acumatica, or just the default one added on the Employees Banking progress item. These details are uploaded in the Pay Details-Distribution Final progress item.
Pay Details-Distribution Final	Lists all employees who have multiple bank account details from MYOB Exo ES. This is the progress item where the details in the Pay Details-Distrubution Other progress item are uploaded.		Once additional bank accounts have been uploaded, the MYOB Acumatica API doesn’t support re-uploading information in any of the progress items starting with Pay Details- again for the same employees. Only upload this information once all other details are uploaded and correct.
Pay Details-Employment Details	Lists employees whose trigger dates will need to be manually adjusted by users prior to uploading to MYOB Acumatica. The details are uploaded in the progress item Pay Details-Employment.	Pay Details-Employment	If there are no records in this progress item, then no employees have non-standard trigger dates.
Pay Details-Employment	Lists employees that have trigger dates to be adjusted. This progress item uploads the details for these trigger dates as specified in the Pay Details-Employment Details progress item.	Pay Details-Employment Details	If there are no records in this progress item, it means that no employees have non-standard trigger dates. This is the progress item that uploads the details in Pay Details-Employment Details.
Leave(Exo Es Excel Export)	This progress item is populated from the exports from MYOB Exo ES special menu or the CSV files exported from the Adapt Uploader. The details about leave adjustments for employees need to be manually imported by users (see the instructions in Adapt Desktop for this progress item).		MYOB Exo ES has complex leave adjustments, so following instructions in Adapt Desktop will help you extract data correctly. You have to go back to MYOB Exo ES and run/install the data from a special menu option, then import the spreadsheet into Adapt Desktop.
DVL Leave(Exo ES Excel Export)	This progress item is populated from the exports from MYOB Exo ES special menu or the CSV files exported from the Adapt Uploader. The details about DVL adjustments for employees need to be manually imported by users (see the instructions in Adapt Desktop for this progress item).		MYOB Exo ES has complex leave adjustments, so following instructions on Adapt desktop will help you extract data correctly. You have to go back to MYOB Exo ES and run/install the data from a special menu option, then import the spreadsheet into Adapt desktop.
Pay History (Exo ES Excel Export)	This progress item is populated from the exports from MYOB Exo ES special menu or the CSV files exported from the Adapt Uploader. The details about pay history for employees need to be manually imported by users (see instructions in Adapt Desktop for this progress item).		MYOB Exo ES has complex pay history, so following instructions on Adapt Desktop will help you extract data correctly. You have to go back to MYOB Exo ES and run/install the data from a special menu option, then import the spreadsheet into Adapt desktop.
Entitlement Adjustment Details	Lists the details regarding each employees entitlement adjustments. The details are uploaded in the progress item Entitlement Adjustments.	Entitlement Adjustments
Entitlement Adjustments	Lists all employees that have entitlement adjustment details to be uploaded to MYOB Acumatica. Read the instructions in Adapt Desktop to ensure these have been updated correctly.	Leave(Exo Es Excel Export) DVL Leave(Exo ES Excel Export) Entitlement Adjustment Details	To populate data from previous leave progress items, go to the Actions menu item and select Update from Exo ES Excel Export.
Import Pay History Details	Lists the pay history details for each employee. These details will be uploaded by the Import Pay History progress item. You then need to be process the details in the MYOB Acumatica Import Pay History Details screen.	Import Pay History
Import Pay History	Lists all the employees that have pay history to be imported. It uploads the details from the Import Pay History Details progress item. Read the instructions in Adapt Desktop to ensure these have been updated correctly.	Import Pay History Details	This is the last progress item relating to part of the migration where you’re uploading dynamic data. You need to manually process the imported pay history after uploading the data into MYOB Acumatica.

Australia

Progress item	Description	Related progress items	Additional comments
Config	Lets you specify settings and defaults to be used throughout Adapt Desktop. Configuring this progress item is critical, so that these settings and defaults can be used through other progress items in Adapt Desktop. All config items should have a valid Value, as per the Purpose column on the progress item.	All progress items displayed below
Payment Methods	Lists all available payment methods. Choose which ones to be used for this migration. Only the ones you choose will be validated in the pre-migration checklist.	Pre Migration Check List
Pre Migration Check List	Validates the MYOB Acumatica settings and the Adapt Desktop config settings. It uses the information downloaded using the Download MYOB Acumatica Values button to ensure that your tenant has the correct settings to allow Adapt Desktop to upload data. It also checks that the config values correct, checking only the payment methods selected to be used in this migration.	Payment Methods
Exo ES General Ledger	Lists the general ledger data from MYOB Exo ES for reference purposes only.	General ledger Purpose
General Ledger Purpose	Lets you upload general ledger purpose (GLP) items to MYOB Acumatica. These values come from the selected template for the migration. If it’s empty, your selected template does not have any default values.	Exo ES General ledger
Multiple Wage Hourly Rates	Extracts the settings for multiple wage hourly rates from MYOB Exo ES. This is reference information only, to make you aware of this important setting. If True, the multiple wage hourly rates setting is enabled in MYOB Exo ES. If False, the setting is not enabled.	Pay Items	If True, then pay items may use the "Employee's Rate" other than "1 - Standard Rate".
Wage Type Map Standard Rate	Lets you map MYOB Exo ES Wage Types to MYOB Acumatica pay items for the standard rate. By using the Actions menu, you can create new pay items for rates other than the standard rate.
Suppliers	Extracts all supplier data from MYOB Exo ES, including deductions and allowance details. You need to collaborate with your customer to clean up this data, determine which suppliers are required for pay items, and manually create these suppliers in MYOB Acumatica.	Deduction Pay Item Creation	After manually creating in MYOB Acumatica, you can add the data to the Suppliers progress item by clicking Download MYOB Acumatica Values. In the Supplier ID column, all records will then appear as dropdown values to choose from. By clicking Actions and choosing Update Deduction Pay Item Creation, the values in the Deduction Pay Items Creation progress item are updated with the correct information.
Allowance Pay Item Creation	Lists allowances and their settings defined in MYOB Exo ES. You need to collaborate with your customer to determine which allowances are still required and how they should be setup in MYOB Acumatica. This progress item will create new pay items where Create Pay Item is selected. All allowances should map to pay items.	Pay Items	Once the list has been verified, click Actions and choose Create Pay Items. This links the pay items to the correct allowances in the Pay Item progress item. You can modify pay item codes based on your customer’s requirements.
Deduction Pay Item Creation	Lists deductions and their settings defined in MYOB Exo ES. You need to collaborate with your customer to determine which deductions are still required and how they should be setup in MYOB Acumatica. This progress item will create new pay items where Create Pay Item is selected. All deductions should map to pay items.	Suppliers	If you’ve completed Suppliers progress item, then the Supplier ID should be populated with the appropriate ID for that deduction. Ensure that the general ledger purpose, payment method and cash account are populated before uploading.
Superannuation Funds	Lists all superannuation funds defined in MYOB Exo ES. Work with your customer to ensure only current superannuation funds are defined. Follow the instructions in Adapt Desktop to define the required superannuation funds in MYOB Acumatica, and to update the progress item Standard Pays with the correct superannuation fund.
Rollup Header Only	This progress item is populated from the template. It specifies the name of a rollup header to be used.
Entitlement Changes	Lists the details of entitlement changes in MYOB Acumatica – under the Changes section of the entitlement screen.	Entitlements	The details from this progress item are not directly uploaded into Acumatica. Instead, they are shown for review and modification according to customer requirements. Once you save the details, they are uploaded when the Entitlements progress item is uploaded.
Entitlements Rollup	Lists the rollups to be added to each entitlement. Uploaded with the Entitlements progress item.	Entitlements
Entitlements	Lets you upload entitlements and entitlement changes to MYOB Acumatica. These values come from the selected template for the migration. If Empty, your selected template does not have any default values.	Entitlement Changes
Pay Items	Lets you upload pay items to MYOB Acumatica. These values come from the selected template for the migration. If Empty, your selected template does not have any default values. Values will also be created by the following progress items: Wage Type Map Standard Rate, Allowance Pay Item Creation and Deduction Pay Item Creation.	General Ledger Purpose Suppliers Allowance Pay Item Creation Deduction Pay Item Creation	If you get the “General Ledger Purpose cannot be empty” error, it means that the GLP code does not exist in MYOB Acumatica. Go to MYOB Acumatica and create the necessary GLP code. Return to Adapt Desktop and click Download Advanced Values to refresh the dropdown values. Select the correct GLP code for the pay item that caused the error.
Rollup Details	Lists the pay items to be added to the rollup.	Rollup Header
Rollup Header	Uploads the details in the Rollup Details progress item to MYOB Acumatica.	Rollup Details
Wage Type Map Other Rates	If the source database has multiple wage hourly rates, then this progress item lets you map those additional rates to the pay items created in the Pay Items progress item. Standard pays will be updated when you use the Actions menu.		Once the data is verified, click Actions and Select Update Standard Pay Wages. This updates the details in the Pay Details Standard Pay progress item and links them to the correct pay type ID.
Allowance Type Map	If pay item IDs changed when creating pay items for these allowances, use this progress item to map allowances. It updates the standard pays so that allowances from MYOB Exo ES are created in MYOB Acumatica.	Pay Details - Standard Pay	Once the data is verified, click Actions and select Update Pay Details-Standard Pay Allowances. This updates the details in the Pay Details-Standard Pay progress item and links them to the correct pay type ID.
Deduction Type Map	If pay item IDs changed when creating pay items for these deductions, use this progress item to map deductions. It updates the standard pays so that deductions from MYOB Exo ES are created in MYOB Acumatica.	Employees	To upload correct data into Acumatica, apply them to employees in Employees progress item. If a new deduction or allowance is created but not mapped, you have to map these manually to employees.
Departments	Lets you review all departments in consultation with the customer. Then you can remove duplicates, so only current departments are uploaded to MYOB Acumatica.
Positions	Lets you review all positions in consultation with the customer. Then you can remove duplicates, so only current positions are uploaded to MYOB Acumatica.		You need to correct the typos and clean up the data on this progress item – e.g., Casual worker and Casual workers.
Pay Groups	Lists all Pay Groups used by the source MYOB Exo ES database.		Sometimes pay groups uploaded by Adapt may end up in the wrong jurisdiction due to settings in MYOB Acumatica. If this happens, it’s best to delete the uploaded pay groups and enter them manually. This way, the pay groups will be in the correct jurisdiction.
Default Employee Entitlements	Specifies the default pay items to be added to a standard pay by employment status and employment basis. Ensure each status/basis combination has only the required pay item IDs that will be required for that combination. The pay items are added via the Actions menu in the Pay Details-Standard Pay progress item.	Pay Details-Standard Pays	MYOB Acumatica works differently from MYOB Exo ES for employee entitlements. For example, in Exo ES it is not mandatory to specify different leave/holiday types for employees, whereas MYOB Acumatica requires it. That’s why you must verify the data on this step in order to assign a pay item to every employee with a particular employment basis and status. By doing this, users will be able to map correct data to PayItems by clicking on Menu Item ACTIONS - "Add Default Employee Entitlements" on Payitem progress item. As a result, data will flow to each employee more efficiently.
Employees	Lists all Employee information extracted from the MYOB Exo ES database. Not all fields mandatory for MYOB Acumatica are mandatory for MYOB Exo ES, so there may be some missing information, such as email addresses. Work with your customer to fill in the missing information. If the extract and upload have been completed accurately, the employee count will be the same on all subsequent progress items.		Data fields highlighted in a gold colour are mandatory. You can either set the values manually or use the Set default from config option in the Actions menu. Before setting the default from config, you need to have set correct data on the first progress item, Config. Furthermore, in MYOB Exo ES, emails are not mandatory and data is not checked for duplicates. Ensure there is no missing data for employees, no missing emails, and no mismatched emails before uploading the data.
Employees Banking	Lists all employee banking details from MYOB Exo ES. Banking details are not mandatory in MYOB Exo ES, so some employees currently paid in cash may be missing information.	All Pay Details progress items	In MYOB Acumatica, employees must be setup with their banking information as it is the only available method for payment.
Pay Details - Distribution Balance	Lists the financial details required for the employee to have a distribution balance. These details go to the Financial tab of the Employees screen. The default distribution balance account will come from this account.
Pay Details - Tax File Number	Lists the tax file number (TFN) for each employee that has one in MYOB Exo ES. Work with the customer to complete this list, so that all employees have a TFN in MYOB Acumatica.
Pay Details - Taxation	Lists the taxation details for each employee. Work with your customer to ensure this list is accurate before uploading to MYOB Acumatica.
Pay Details-Pay Groups	Assign all employees the Pay Group for Pay History pay group on the Pay Details screen in MYOB Acumatica.	Pay Groups	An MYOB Acumatica API restriction means only one pay group per employee can be loaded. If an employee has more than one pay group, you need to either manually add it or use an import scenario.
Pay Details-Standard Pay	Lists all standard pay allowances, deductions and wage types for each employee as specified in MYOB Exo ES. Additional pay items are required for leave. These will come from the Default Employee Entitlements progress item.		You must add all the required employee entitlements in this progress item. Click the Actions menu and choose Add Default Employee Entitlements.
Pay Rate Labels	This progress item allows "Pay Rate Labels" to be changed to match the values from MYOB Exo ES.
Entitlement Adjustment Details	This progress item lists the details regarding each employees entitlement adjustments. The details are uploaded in the progress item "Entitlement Adjustments".	Entitlement Adjustments
Entitlement Adjustments	This progress item lists all employees that have entitlement adjustment details to be uploaded to MYOB Acumatica. Be sure to read the Adapt Desktop instructions to ensure these have been updated correctly.	Leave(Exo Es Excel Export) DVL Leave(Exo ES Excel Export) Entitlement Adjustment Details	Users will have to run the ACTIONS menu item -"Update from Exo ES Excel Export" which will populate data from previous Leave progress items
Pay Groups for Pay History	This progress item is to upload a pay group in which pay history can be created.
Pay History-Pay Groups	This progress item allows all employees to have the "Pay Group for Pay History" pay group assigned to them in Pay Details in MYOB Acumatica.
Pay History-Standard Pay	Assigns pay items to the pay group that will be used to process pay history. In MYOB Acumatica, you need do a pay run for the Import pay group. Then, you can make the Import pay group inactive.
Deactivate Terminated Employees	To load pay history accurately for Australia, terminated employees need to have a pay history. After you’ve uploaded all pay histories, then you can mark the terminated employees as inactive.
Pay Details-Distribution Other	Captures bank accounts of employees from MYOB Exo ES if they have multiple bank accounts. Your customer needs to confirm if they still need multiple bank account details uploaded in MYOB Acumatica, or just the default one added on the Employees Banking progress item. These details are uploaded in the Pay Details-Distribution Final progress item.
Pay Details-Distribution Final	Lists all employees who have multiple bank account details from MYOB Exo ES. This is the progress item where the details in the Pay Details-Distrubution Other progress item are uploaded.		Once additional bank accounts have been uploaded, the MYOB Acumatica API doesn’t support re-uploading information in any of the progress items starting with Pay Details- again for the same employees. Only upload this information once all other details are uploaded and correct.