At the end of last year, we announced we’re making important updates to simplify your MYOB account and billing experience.
We’re progressively moving practices to our upgraded MYOB platform, with some practices already migrated.
If your practice hasn’t migrated yet, here’s a reminder of what’s changing and the benefits you can expect, including a simpler way to manage your account, clearer billing and more streamlined user access and referrals.
What to expect
One place to manage your account
My Account replaces my.myob as the main place to manage your MYOB account. From My Account, you’ll be able to:
- manage your practice and contact details
- assign or update your billing contact
- manage subscriptions, including AE/AO licences
- access and download current and past invoices
- manage your payment profile
- log and track support cases
- access product downloads and help resources
- manage communication preferences and account security, including two-factor authentication
If you previously used my.myob, you’ll be redirected to My Account once your upgrade is complete.
Clearer billing, with invoices in one place
Your bills will have a clearer format, bringing your account charges together in one place. They’ll show:
- the products and services you’re being billed for
- the billing periods covered
- applicable promotions or discounts
- any additional fees
- your subscription type
You’ll continue to receive your invoice by email as a PDF, and you’ll also be able to access current and past invoices in My Account, with PDF and CSV download options to make reconciliation easier. Monthly account statements will no longer be issued.
Simple, seamless automatic payments
Automatic recurring payments will continue as usual, using the same credit card or bank account. Stripe will process these payments on our behalf, so there’s nothing you need to do. You may receive a confirmation from Stripe when the change takes effect.
Read more about payment processing.
Manage user access where the work happens
User access management is moving closer to where you and your team work:
- Manage practice users and access to client files in MYOB Practice Compliance.
- Add or remove users in MYOB Business and AccountRight from within the product.
Your existing users and permissions will stay the same unless you make changes. There’s no impact on how your existing data or client files are accessed.
Read more about managing user access.
A simpler referral workflow
When referring a subscription, you’ll have a clear choice about who pays for the subscription.
If you choose My client, your client will receive a quote by email and complete a short onboarding process, including adding their payment details. Once complete, the file will be created automatically, and your practice will receive a notification and access.
If your practice needs to start work straight away, choose My practice as the file payer. You can request to change the subscription payer to your client later, if needed.
During your migration
Your practice will have a scheduled maintenance window while the upgrade takes place, typically between 7.30pm and 1.00am.
During this time, you and some of your clients won’t be able to access MYOB products and services, including MYOB Business, MYOB AccountRight, MYOB Accountants Office, MYOB Accountants Enterprise and MYOB Practice Compliance. Reports may also be unavailable.
We’ll notify you via in-product messaging two days before your scheduled maintenance. You can also check the Status Hub for the latest timing and updates.
How to get ready
A few simple steps can help your practice prepare:
- Review who should have practice administrator access in MYOB Practice Compliance.
- Check that your primary and billing contact details are up to date.
- Let your team know that account, user access, file access and referral steps will look different after the upgrade – learn more.
- Plan around important lodgement or payment dates and download any reports you may need beforehand.
Once your upgrade is complete, sign in through My Account to manage your account and use the relevant MYOB product to manage user access.
If you have questions, contact your Account Manager or our support team, or ask your questions below.
We’re continuing to progressively migrate practices to the upgraded platform and look forward to bringing these improvements to your practice.
