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The 2019.4 release of AccountRight includes some major advances in automation and mobility. You'll need to click fewer buttons and do fewer steps with these improvements:
A new MYOB Invoices app –– MYOB Invoices lets you track billable time, search for quotes and invoices, (Australia only) turn payments on or off for individual invoices and select which PDF template to use for your customer’s invoices.
Automatic bank feed delivery –– We’ll be turning on regular, automated delivery of bank transactions to your software, so your financial data will always be up to date.
Automated approval of bank transactions –– You can choose to have your matched bank transactions approved automatically to save you even more time.
Attach multiple documents to bills –– You can now keep all your supplier documents together, attached to the relevant bill.
Automated unpaid invoice summaries –– Automatically send your customers an email with a summary of unpaid invoices each month.
Plus, lots of general workflow and performance improvements.
Track billable time with the new MYOB Invoices app
You can now record time billing activity slips and create quotes, customers and invoices on your mobile device.
It's all linked to AccountRight for faster and more accurate time tracking. So, when you’re on the road, any activity slips you record, as well as any customers you add, or invoices you send, will be saved both in the app and in AccountRight.
In addition to this, you can:
Find out more
For more information, see MYOB Invoices for AccountRight.
Bank feeds does even more work for you
We know that bank feeds save AccountRight users heaps of time in transaction entry and reconciliation. But with AccountRight 2019.4, we take this a step further by automating two key bank feeds steps.
Automatic bank feeds delivery
We’re changing the way bank feeds is delivered to AccountRight. We’re turning on regular, automated delivery of bank transactions to your software, so your financial data will always be up to date.
If your file’s online, you’ll no longer need to click the Get Bank Transactions button in the Bank Feeds window – as soon as your bank supplies your feed, it’ll be transmitted to AccountRight.
Automatic bank transaction approval
You’ll be able to save more time by opting to have your matched transactions approved automatically.
So, if a bank feeds transaction has been automatically matched to a corresponding transaction in AccountRight, it’ll now be automatically approved, making reconciliation even faster.
Naturally, you can undo any automatic approvals if you need to.
To switch on automatic approvals, you just need to select a preference:
Find out more
For more information, see Approving a bank feed.
Attach multiple documents to bills
If your suppliers send you several documents when you make a purchase, now you can attach them all to the bill in AccountRight.
Whether it’s quotes, estimates, correspondence, invoices or receipts, now they can all be attached to the bill, enabling a complete document record for your purchases – without the bulging filing cabinet.
The documents just need to be in one of these formats: .PDF, .JPG, .JPEG, .TIFF, .TIF, and .PNG, and no more than 10mb in size.
Find out more
For more information, see Working with In Tray documents.
Automated unpaid invoice summaries
Isn’t it amazing how often customers can forget their outstanding invoices? Must be a specific form of amnesia!
Fortunately, you can now set up AccountRight to jog their memories with automated unpaid invoice summaries.
Once you’ve set this up, your customers will receive an email with a summary of their unpaid invoices each month without you having to lift a finger.
Also, if you’ve set up online payments (Australia only), your customers can pay their invoices directly from the unpaid invoice summary. They can choose to pay one invoice or the whole lot in one bulk payment.
Find out more
For more information, see Setting up unpaid invoice summaries.
Workflow and performance improvements
As usual, this release includes some small changes and improvements to keep AccountRight running smoothly.
Single Touch Payroll
Fixed: Hourly ETP figures are now reported correctly to ATO.
Improvement: You can sort by first name or last name in the payroll reporting centre, making for reconciliation easier.
Improvement: You can keep your category history even after the financial year has rolled over.
Improvement: Profit and Loss reports include category histories.
Fixed: The Item Register window now displays transactions when it’s filtered by an item with zero on-hand quantity.
Card List (Detail) report
Fixed: The Card List (Detail) report can again be generated in online files.
Spend money transactions from bank feeds rules
Fixed: The Cheque No. field for spend money transactions created by bank feeds rules now uses EFT instead of the cheque number sequence.
Fixed: A rounding issue that resulted in completed activity slips reverting to work in progress.
Fixed: The Line Tax column of time billing invoices now displays subtotals.
Improvement: Spend money transactions include a thumbnail image of attached documents.
Improvement: Documents can be opened from a spend money draft.
Fixed: An issue that prevented linking In Tray documents to spend money transactions.
Fixed: Enhancements have been made to the Pay Now button on recurring invoices.
Known issue: PDF attachments in emailed invoices
In some instances, invoice PDF attachments are missing some information, such as table lines and headers. While we've been able to fix part of this problem in 2019.4, we haven't yet resolved all of this issue. We're working to fix this as a matter of priority and will update you as soon as we know more.
How to update
You'll be prompted to update when you open your company file, or you can download the AccountRight PC Edition now (subscription required).
If you need a different version (Server Edition, MSI, or older versions), you can find it on the AccountRight downloads page.
For detailed information about installing the latest version, see Getting the latest version.
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