MYOB EXO EMPLOYER SERVICES Australian Edition

Transcription

1 MYOB EXO EMPLOYER SERVICES Australian Edition Release Notes EXO EMPLOYER SERVICES M YO B ENT ERPRI S E S O L U T I O N S

2 Important Notices This material is copyright. It is intended only for MYOB Enterprise Solutions Business Partners and their customers. No part of it may be reproduced in any way without the prior permission of MYOB. MYOB has carefully prepared this material but excludes (to the extent allowed by legislation) any direct or indirect liability arising from errors or omissions or from its use. Any case studies (including the application of particular accounting standards or legislation) are representative examples only, and will not directly apply to the user s own circumstances. They are not a substitute for professional advice. Users must check that third party materials, for example from the IRD and the ATO, are current at the time they are used. Trademark Rights MYOB is an internationally registered trademark of MYOB Technology Pty Ltd. The use of this trademark and MYOB s other trademarks is prohibited without prior consent. Other products mentioned may be service marks, trademarks or registered trademarks of their respective owners.

3 Contents Introduction What s New in this Release?... 1 Installation Pre-Install Requirements... 2 Installing MYOB EXO Employer Services... 2 Check the Release... 2 New Features Improvements to Payslip ing... 3 Password Checking ing Logs and Auditing... 3 Clarity Reports... 5 Adding Reports to EXO Employer Services... 6 Running Clarity Reports... 6 Customising the Database for Reports... 7 User Security... 7 PAYG for BAS Report... 8 New Backup Directory... 8 Resolved Issues Known Issues

4 Introduction What s New in this Release? The release contains compliance updates for the payroll year. The purpose of this document is to provide essential information on the installation and use of this release: The Installation section provides an overview of the installation process, including pre-installation requirements and post installation steps. The New Features section describes all new features introduced in this release. The Resolved Issues section describes all issues that have been addressed by this release. The Known Issues section details any issues in this release that have been identified as requiring attention. Need assistance? If you have any questions or you need assistance with installing this update, please contact your MYOB Accredited Business Partner. Alternatively, the answers to most common installation issues can be found on the MYOB Enterprise Knowledgebase at MYOB EXO Employer Services Release Notes Page 1 of 12

5 Installation Pre-Install Requirements Requirements for PCs running MYOB EXO Employer Services components are detailed in the the Minimum System Requirements document, available on the MYOB website. Installing MYOB EXO Employer Services Information on installing and upgrading MYOB EXO Employer Services is maintained on the MYOB Enterprise Knowledgebase. See the following articles: Upgrading MYOB EXO Employer Services Online Upgrading MYOB EXO Employer Services Manually (Australia) How do I run Network.exe? Note: Check the Known Issues section on page 12 for any known installation issues. Check the Release After the installation is complete, the version numbers of all MYOB EXO Employer Services applications should be as follows: Application Version MYOB EXO Employer Services MYOB EXO Payroll MYOB EXO Employee Information MYOB EXO Time and Attendance Runtime Files To check that this release installed successfully, check that the versions displayed on the About window (Help menu > About) match the versions listed here. MYOB EXO Employer Services Release Notes Page 2 of 12

6 New Features Improvements to Payslip ing This release adds several features that make ing payslips to employees via the Payslip PDF report more secure and reliable. Password Checking When ing payslips to employees, a warning message now appears if the system detects that one or more employees do not have a password: If the user clicks Yes, all payslips are sent out; the employees listed on this warning will be sent payslips without passwords. If the user clicks No, the operation is cancelled and no payslips will be sent. This gives them the opportunity to edit the affected employees records and add password. Note: Passwords are configured on the Other tab of the Employee Maintenance window. ing Logs and Auditing The system now logs more information about ing, in the case of security breaches or support issues. The following events are now recorded as audit notes: When an employee s address is changed. When an employee s password is changed. Note: Audit notes can be viewed by printing the Payroll Audit report and specifying dates for the Audit Notes Between fields. MYOB EXO Employer Services Release Notes Page 3 of 12

7 When ing payslips, information is logged in the Windows Event Log. This information includes: Temporary folder names and paths being used. Details about the server settings in use. Details about the PC that launched the process. The filename and path of any file sent. The matching address for any file sent. Details of any specific system events. Whether the process has stopped cleanly or exited in an error state. To view the Windows Event Log, open Control Panel > Administrative Tools > Event Viewer. Log messages from EXO Employer Services appear under Windows Logs > Application: Note: In order for event logs to be created, version 3.5 of the.net Framework must be enabled. In newer operating systems that are installed with.net Framework 4.5 (such as Windows 8.1 or Windows Server), version 3.5 must be manually enabled as described in the following article: MYOB EXO Employer Services Release Notes Page 4 of 12

8 Clarity Reports This release adds the ability to create reports using the EXO Clarity report-writing tool and launch them from within EXO Employer Services. A new EXO Clarity option is available in the EXO Employer Services installer: Note: At least one of the other MYOB EXO Employer Service modules must also be selected MYOB EXO Clarity can t be installed by itself. When this option is selected, the EXO Clarity tool and associated files will be installed. The EXO Clarity executable, ESClarity.exe, is installed in the main install directory, and the files it uses are installed in a Clarity Reports directory under the install directory. Once the installation has completed, the database views used by EXO Clarity must be set up. To do this, open EXO Employer Services and run a file reindex operation (select File Reindex from the Utilities menu). Once installed, the EXO Clarity tool can be opened by selecting Clarity Report Writer from the Reports menu. MYOB EXO Employer Services Release Notes Page 5 of 12

9 Adding Reports to EXO Employer Services Save Clarity reports (.rtm files) in the Clarity Reports directory under the main EXO Employer Services install directory. To make reports available for selection in the EXO Employer Services interface, they must be added to the custom reports manifest file. Two manifest files are installed in the Clarity Reports directory: CustomClarityReports.xml this file can be edited to add details of any custom reports. MasterClarityReports.xml this file contains details of any reports created by MYOB. It should not be edited. Edit the CustomClarityReports.xml manifest file to specify the report s details (for more information, see the EXO Clarity Installation and Use Guide, which is available under Help > Product User Guides in the main EXO Employer Services menu). Note: Once added to the manifest file, reports will be visible in all EXO Employer Services modules and for all companies. Running Clarity Reports Any reports that are placed in the Clarity Reports directory and added to the CustomClarityReports.xml manifest file become available on the Custom tab of the Print Reports window: MYOB EXO Employer Services Release Notes Page 6 of 12

10 Customising the Database for Reports You can create custom database views and stored procedures which can then be used in Clarity reports. When the EXO Clarity module is installed, the following files are created in the Clarity Reports directory under the install directory: CustClViews.sql this file can be edited to add details of any custom views you want to add to the database. MastClViews.sql this file contains details of any database views created by MYOB. It should not be edited. CustClStoreProcedure.txt this file can be edited to add details of any custom stored procedures you want to add to the database. MastClStoreProcedure.txt this file contains details of any stored procedures created by MYOB. It should not be edited. To customise the database, edit the custom files to specify the details of any custom views or stored procedures, then run a file reindex to apply them to the database. Note: Every time a file reindex is performed in EXO Employer Services, the views and stored procedures in the custom files are applied. If these files are reedited in the future, a file reindex must be run again to apply the changes. User Security Two new User Security settings have been added to control access to Clarity reports: EXO Clarity this setting allows users to run the EXO Clarity tool from the Reports menu. Clarity Reports this setting allows users to run Clarity reports on the Custom tab. MYOB EXO Employer Services Release Notes Page 7 of 12

11 PAYG for BAS Report New fields have been added to the PAYG for BAS Report: Total ETP payments liable for tax Total gross liable for tax Total ETP tax withheld Total PAYG witholding New Backup Directory This release creates a new Backup directory underneath the main EXO Employer Services installation directory, e.g. C:\Payrollv\Backup. For new installations, this directory is now the default location for company backups; existing installations can choose to use the new directory by changing the Hard Disk Backup Directory setting on the Backup Options window. MYOB EXO Employer Services Release Notes Page 8 of 12

12 Resolved Issues The following issues have been addressed in this release: Problem Record Service Request Description HELP was calculated incorrectly on Unused Leave in termination payments. This has been resolved The network.exe install wizard defaulted the Destination Folder to the EXO Payroll install directory, which was not the desired location in most cases. This has been resolved; the wizard now defaults the Destination Folder to the location that network.exe is being run from If a terminated employee was reinstated, the Individual Non-Business Payment summary did not print the Lump Sum A and B amounts for the employee. This has been resolved. Note: EXO Employer Services only supports scenarios where employees are terminated and reinstated in the same financial year. Where multiple terminations exist for the employee, the Lump Sum A and B amounts from all termination records in the current financial year are summed. This has the following effects on the termination workflow when entering a second termination for an employee: Users should not enter the termination values (Lump Sum A, Lump Sum B, etc.) from the previous termination this will cause the amounts to be doubled up. Users should enter all termination details like Reason for termination and Type of Payment from the previous termination. The termination details are always retrieved from the latest termination record After creating a new company and copying details from an existing one, the values in the NEXTKEY table were reset to 1. This meant that when new records like Allowances or Deductions were added, they would be given an ID number that had already been assigned to an existing record. This has been resolved When creating an Employer Superannuation in the financial year, the default Maximum Earnings Base per Quarter value was incorrect. This has been resolved; the value now defaults to the correct amount of $48,040. MYOB EXO Employer Services Release Notes Page 9 of 12

13 Problem Record Service Request Description The PAYG for BAS Report now includes total ETP Eligible Termination Payment and ETP tax withheld amounts see page In some situations, timesheet data entered in MyStaffInfo did not import into EXO Time and Attendance correctly. This has been resolved. - - This release resolves issues with Pay reports on the Standard Pay: Superannuation Guarantee amounts are no longer doubled up on the Pay Summary for the Standard Pay. Employer Super amounts now appear on Payslips for the Standard Pay where applicable. - - This release resolves issues with the Payslip report, including: The Payslip could not show allowance amounts greater than $1,000, Text on the Payslip overlapped if the name of a superannuation entry was 20 characters long (the maximum length). - - The picklist for selecting an allowance to report on sometimes returned the wrong allowance. This has been resolved. This release also resolves a number of cosmetic issues with reports, including field labels being cut off or not aligning correctly. - - This release resolves issues around terminations, including: It was not possible to enter ETP Payment allowances with very large amounts. ETP allowance and deduction items would not be included in the pay if an employee was terminated immediately after creating a new company. Leave loading amounts were not restored if an employee was reinstated. - - This release resolves issues concerning tax calculation: HELP amounts were stated incorrectly for Scale 5 employees. PAYG was calculated incorrectly for employees receiving lump sum Long Service Leave. MYOB EXO Employer Services Release Notes Page 10 of 12

14 Problem Record Service Request Description - - Removing a Leave Group from an employee record would cause errors if the user closed the Employee Maintenance window without saving. This has been resolved. - - The error Alias 'PAY' is not found could appear when updating the Current Pay after running a File Reindex. This has been resolved. - - In some cases, the Staff Scheduler window in EXO Time and Attendance would fail to open with the error message OLE error Code 0x : Class not registered. OLE object is ignored. This has been resolved. - - This release resolves issues with the data in the Demonstration Company database. The Demonstration Database now disables the Flood Levy for employees by default - - An error message could appear when editing the Physical Pay Date of a One-Off Pay. This has been resolved. - - Immediately after closing the Current Pay window, pressing F2 would not open the Maintenance window (after opening other windows, F2 would work once more). This has been resolved. - - This release addresses errors that could occur when adding and configuring records in MYOB EXO Employee Information, including an error message that could appear when right-clicking on the Document Template editor. - - This release addresses error messages that could occur when editing clock and general settings MYOB EXO PC Clock. MYOB EXO Employer Services Release Notes Page 11 of 12

15 Known Issues The following Known Issues have been identified in this release. Error 2066 in a networked environment The FoxPro error: 2066/Index file [filename].cdx is corrupt. Please rebuild it can occur persistently on network systems that have a Server 2008 operating system with workstations running Windows Vista, Windows 7 or 2008 Terminal Server; or peer-topeer networks where the server/workstation is running a Windows Vista or Windows 7 operating system, and one or more other workstations are also using a Windows Vista or Windows 7 operating system. For information on this issue and suggested workarounds, see the following articles on the MYOB Enterprise Knowledgebase: What to do when getting an Error 2066 message Consistent error 2066 in a networked environment Microsoft XPS Document Writer not supported for reports The system does not support printing reports to the Microsoft XPS Document Writer printer. MYOB EXO Employer Services Release Notes Page 12 of 12