MYOB Advanced 2018.1 – Enhanced Navigation & Finance Module

MYOB Advanced 2018.1 Tutorial - What's New in the latest release


MYOB Advanced users are getting ready for a new major release – MYOB Advanced 2018.1. If you already use MYOB Advanced or thinking to implement the system for your organisation, here is an overview of the new, enhanced platform interface and Finance Module.


MYOB has released a comprehensive update to MYOB Advanced. Today we are going to go over what it offers, workspaces, navigations, what to do to prepare for the release and what screens are going to be different.

Todays’ agenda:

  • Navigation
    • When you first Login – Option to switch to Modern UI
    • How to use and configure the Modern UI
    • Search Lists – Entry Point Screens – Initial settings, how to use and configure
    • Universal search – How to use
    • Help – How to use.
  • Finance Module
    • Companies and Branches
    • Tax Periods by Company
    • Reclassifications
    • AR Statements
    • Accounts Payable
    • AR Outgoing Cash Approvals
  • Q&A
  • ezyCollect overview – how to get paid faster and simplify debtor management

For more information, here are the official MYOB guides to the upcoming release:

MYOB Advanced 2018.1 Upgrade Notes – Download Here

MYOB Advanced 2018.1 Release Notes – Download Here


Enhanced Navigation in MYOB Advanced 2018.1

How to switch to the new Modern UI

At first login, you will have the option to switch to the Modern UI.

Switch To Modern UI



The main difference in the modern UI is the concept of “Workspaces” on the left-hand side and the Search List.

To make a permanent switch to the Modern UI, change the user profile by thinking the box down the bottom.

Permanent switch to new interface in MYOB Advanced 2018.1


If you look at Sales Orders or Receivables or Finance, you will see a new concept called “Workspace”. This is a new interface consisting in “Tyles” up the top and “Entry Forms” set up in different Categories.

Tyles and Entry Forms in MYOB Advanced 2018.1


Categories are predefined but can be changed in Edit mode. Favourites can also be setup by ticking the star next to the name of the Entry Form you wish to mark up.


Edit Mode

Edit Mode in MYOB Advanced 2018.1


Parameters in the new MYOB Advanced Dashboard

The new Dashboard interface in MYOB Advanced can be filtered by salesperson through the new field called “Parameters”. Once a salesperson is selected, the dashboard will show you the information for that particular salesperson.

Dashboard by Sales Person with Parameters in MYOB Advanced


You can set up the system to have Parameters for other attributes such as Company,  Branch, Financial Period, Customer and more.


User Help and Quick Guides

User help has been refreshed – it gives you all the procedures for the screen that you are in that particular moment.

User Help in MYOB Advanced 2018.1


To complement this, you have Quick Guides with more information on various modules and functionalities.


Finance Module

 Companies and Branches

GST / Taxes – You can now setup different tax periods by different companies – you can run multiple legal entities, set them up on different financial periods and close them independently from each other.

GST and tax periods in MYOB Advanced 2018.1


In MYOB Advanced 2018.1, Company has also been renamed as “Tenant” and Branch as “Company”. Within each Company, you can have multiple Branches.

Company and Branches in MYOB Advanced


Check the Tutorial video for more information on the major changes to Reclassifications, AR Statements, Accounts Payable, AR Outgoing Cash Approvals.


ezyCollect and MYOB Advanced: Better manage your debtors and get paid faster

During the same session, ezyCollect’s Co-founder Arjun Singh gave us an overview of the ezyCollect system and how it can help MYOB Advanced users get paid faster and better manage their debtors…


For more information on the new MYOB Advanced 2018.1 or to learn how ezyCollect can help your business, call us on 1300 045 046 or email today.

By |2018-08-14T12:32:23+00:00August 14th, 2018|0 Comments

About the Author:

Vittorio Baiocchi Menichelli is Marketing Manager at Leverage Technologies. Leverage Technologies helps companies streamline their operations and increase efficiency through the implementation of Enterprise Resource Planning (ERP) and other cloud-based solutions. Vittorio is passionate about all things marketing, tech and innovation. His goal is to help Australian small and mid-sized enterprises to discover, understand and choose the right technology to drive new efficiencies and grow smart.

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