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Release Notes
MYOB AccountEdge Pro v14.5
MYOB AccountEdge Network Edition v14.5
AccountEdge Pro v14.5 and AccountEdge Network Edition v14.5 have all the
features you’re familiar with, and new features to make managing your business
easier. To learn about the new features, see ‘What’s new in v14.5’ on page 12.
Are you upgrading from AccountEdge v14?
Start by installing the compliance update and loading the new tax tables.
See ‘Upgrade from AccountEdge v14’ on page 10.
Upgrading from AccountEdge v13.5 or earlier?
You need to install AccountEdge v14 and then upgrade your company file.
See ‘Upgrade from v13.5 or earlier’ on page 2.
MYOB Licence Agreement
IMPORTANT – READ THIS CAREFULLY BEFORE USE. This is the Software Licence Agreement (“Licence
Agreement”). As you have purchased the Product (consisting of the User Documentation and the
Software) following notification of the Licence Agreement you are now legally bound by its conditions.
HOWEVER, if the Licence Agreement contains anything of which you were not aware prior to purchasing
the Product or do not agree to be bound by, DO NOT INSTALL THE SOFTWARE but return the Product to
the seller in its entirety and a full refund of the purchase price will be made. By installing the Software
and keeping the Product you are confirming that you have purchased the Product subject to this Licence
Agreement and are bound by its provisions.
© MYOB Technology Pty Ltd 2015
What if I need help?
Apart from this document, there are lots of support and assistance options:

Technical support—including phone and live chat (Cover customers
only). See myob.com.au/support.

Community Forum—View topics and discussions related to this
upgrade on the MYOB Community Forum at community.myob.com.

Online Help—Access the online help by choosing AccountEdge Help
from the Help menu.

Videos —Watch videos demonstrating the features in AccountEdge at
help.myob.com.au/showme.
Upgrade from v13.5 or earlier
NOTE:
The following procedures are only necessary if you are upgrading
from AccountEdge or AccountEdge Network Edition v13.5 or earlier. If
you’re using v14, see ‘Upgrade from AccountEdge v14’ on page 10.
Upgrading is a two-part process that involves first installing AccountEdge
Pro v14.5, then upgrading your company file to use with it. When you
upgrade your company file, the records and transactions within your file
are copied into a format that will work with the new version.
What should I do before I upgrade?
We recommend you set aside time outside of your normal business hours
to complete the upgrade tasks. Do the following before you upgrade:

Check that your computer can run AccountEdge Pro v14.5.
System Requirements
Operating
system
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• Mac OSX 10.7 to 10.10
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Hardware
• Intel Based Mac with 1 GB RAM or more
• 1024 x 768 screen resolution with thousands of
colours
• 250 MB available hard disk space for installation.
• Minimum of 35 MB available hard disk space for
each company file
Note: UNIX-formatted hard drives are not supported.
Software
•
•
•
•
PDF viewer such as Preview or Adobe Reader
Web browser, such as Safari or Firefox
Mail or Outlook for sending mail
Microsoft Office 2008 or 2010 for Mac
Additional Requirements for Network Edition:
Network
hardware
• 100BaseT or faster Ethernet network. For more
information about network system requirements,
download the AccountEdge Network Edition
Implementation Guide.
For better
network
performance
• Intel Dual Core 15 or faster processor with 2 GB
RAM for hosting company files
• 1000BaseT/Gigabit Ethernet Network
• Mac OS X 10.9 to 10.10
NOTE:
Hardware and software requirements may differ,
depending on your operating system and office environment. For
more detailed information about compatible hardware and
software, see myob.com.au/minimum_specs.



Back up your company file data in your current software version—See
your user documents or the online help for information about how to
do this.
Know your software serial number—You can find your serial number
with your CD or on the email confirmation from MYOB when you
purchased AccountEdge.
Make sure you are connected to the internet.
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How do I upgrade?
NOTE:
The following procedures are only necessary if you are upgrading
from AccountEdge or AccountEdge Network Edition v13.5 or earlier. If
you’re using v14, see ‘Upgrade from AccountEdge v14’ on page 10.
You need to do the following to begin using AccountEdge Pro v14.5.
Task
See
1
Install
below
2
Upgrade
page 6
Upgrading from AccountEdge version 3 or earlier? You need to activate
your company file and upgrade your user accounts. Refer to the support
note ‘Upgrading from a pre-2004 version’ available from
myob.com.au/supportnotes/upgradepre2004, for more information.
Install
1: Do these things first


Log in to your Mac as an administrator.
Save any open documents and close all applications.
2: Find the installer file
If you downloaded AccountEdge Pro from the MYOB
website
1
Locate the downloaded zip file and double click on it to unzip it.
2
Double-click the AccountEdge Pro v14.5.dmg file to mount the disk
image.
3
Drag and drop the AccountEdge icon into the Applications folder icon.
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4
Double-click the Applications folder icon to view your applications.
5
Double-click the AccountEdge application. The Welcome to
AccountEdge window appears.
If you downloaded AccountEdge Network Edition from the
MYOB website
1
Locate the downloaded zip file and double click on it to unzip.
2
Double-click the AccountEdge Pro v14.5.dmg file to open it. An
installation window appears.
If you’re installing from a CD
1
Insert the software CD in your computer’s CD drive. The Finder
appears, displaying the CD contents.
NOTE: [AccountEdge Network Edition only] If you are installing
on the host computer for the first time, do not customise the
installation. This ensures that all critical components are installed.
2
Double-click the Setup icon. An installation window appears.
3: Start the installation
1
In the installation window, follow the on-screen instructions.
2
When installation is complete, click Finish. The What’s New in this
version help topic appears.
3
[Network Edition only] Repeat these instructions for each workstation
in the network.
For more information about setting up and using AccountEdge Network
Edition across your network, see the Network Implementation Guide.
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5
Upgrade
1: Back up your company files
You should back up your company files before you upgrade them. If you
need help backing up, see your AccountEdge help files.
2: Choose the file to upgrade
NOTE: [AccountEdge Network Edition only] If your company
file is in a shared location, you need to upgrade it on the host
computer.
1
Double-click the AccountEdge application. The Welcome to
AccountEdge window appears.
2
Click Company File Maintenance then select Upgrade Company File
from the drop down menu. The Welcome to the AccountEdge Upgrade
Assistant window appears.
3
Click Next. The Find File to Upgrade window appears.
4
Click Find File. The Open window appears.
5
Select the company file to be upgraded, and then click Open. The Find
File to Upgrade window reappears.
The path and filename of the selected company file appears below the
Find File button. The proposed path and name of the upgraded
company file appears below the Save As button.
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Click Next. The Confirm window appears.
3: Confirm the upgraded file’s name
 Check the proposed filename, and if you want, type a different name.
For AccountEdge Network Edition, we recommend you rename it with
reference to the AccountEdge version number (for example,
‘YourCompanyFile_v14_5’). This is because the upgraded copy of your
company file needs to be saved in the same location as your previous
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version company file. Giving the file a new name will make it easier for
each workstation in the network to identify the upgraded file.
4: Confirm the upgrade file’s location
NOTE: [AccountEdge Network Edition only] Do not move your
company file. Your file must be stored in the Macintosh
HD/Library/Application Support/AccountEdge NE/Databases folder.
 To save the upgraded company file to a different folder or computer,
click Browse and select the location.
5: Upgrade the file
1
Click Next to start the upgrading process. The Complete window
appears when the company file is upgraded.
2
To upgrade another company file, click Next, or click Finish to close the
Upgrade Assistant.
If you have customised forms and you want to continue using them, they
need to be upgraded. See ‘Migrate customised forms’ below.
6: Migrate customised forms
NOTE: [AccountEdge Network Edition only]
You need to
upgrade the customised templates stored on each workstation.
1
In the Finder, locate and open the installation folder of your previous
software version. The installation folder contains these folders:
Folder
Description
Custom
User-customised report templates
Forms
Standard and user-customised form templates
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Folder
Description
Letters
Standard and user-customised Microsoft Word
document templates
Spreadsheets
Standard and user-customised Microsoft Excel
spreadsheet templates
Graphics
Any graphics such as company logo, employee
or item photos, etc.
NOTE: AccountEdge Pro v14.5 support folder AccountEdge Pro
v14.5 now stores customised forms and reports, letters,
spreadsheets and graphics in a support folder named AccountEdge
Pro v14.5 AU and is stored in your Documents folder.
2
Open the new Custom Forms folder located in the Documents >
AccountEdge Pro v14 AU folder.
3
Open the previous version software installation folder (for example,
the MYOB AccountEdge 14 folder), and then open a folder containing
customised templates (for example, the Forms folder).
4
Command-click only your custom templates.
NOTE: Avoid copying the latest standard templates
The
Standard templates are included with the MYOB AccountEdge Pro
14 installation package. Make sure you select only the templates
that you created, ignoring the old standard templates, so that you
do not have multiple copies of the standard templates.
5
Press and hold the Option key and drag-and-drop the selected
template files over the corresponding folder (for example, Custom
Forms) in the AccountEdge Pro 14 support folder.
6
Repeat above procedures for any reports, letters, spreadsheets and
graphics you have customised.
7: Next steps

8
Prepare the 2015 payment summaries: If you have employees, use this
updated version to prepare their payment summaries. You can do this
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

by going to the Payroll command centre and clicking Print Payment
Summaries.
Start the 2016 payroll year: For instructions, see the End-of-period
section of the AccountEdge Help Centre. You can access the online help
by choosing AccountEdge Help from the Help menu.
Load the 2015-2016 PAYG tax tables: Before you process pays for the
2015-2016 payroll year, you need to load the updated PAYG tax tables.
See ‘Updated PAYG tax tables’ on page 12 for more information.
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Upgrade from AccountEdge v14
NOTE:
The following procedures are necessary if you are upgrading from
AccountEdge Pro or AccountEdge Network Edition v14.5. If you’re using
v13.5 or earlier, see ‘Upgrade from v13.5 or earlier’ on page 2.
1: Install the update
If you are installing AccountEdge Pro
1
2
3
4
5
Locate the downloaded zip file and double click it to unzip it.
Double-click the AccountEdge v14.5.dmg file to open it.
Drag and drop the AccountEdge icon into the Applications folder icon.
A message will appear.
Click Replace.
To verify the application has been successfully updated, open your
company file and go to About AccountEdge from the AccountEdge Pro
menu.
If you are installing AccountEdge Network Edition
1
If your computer allows only users with administrator privileges to
install programs, log in as an administrator.
2
Save any open documents and close all programs.
3
If you are installing from a downloaded file:
a Locate the downloaded zip file and double click on it to unzip.
b Double-click the AccountEdge Pro v14.5.dmg file to open it. An
installer window appears.
4
If you are installing from a CD:
a Insert your AccountEdge Network Edition installation CD into the
drive.
b Double-click the AccountEdge Network Edition CD icon on your
desktop. The Finder appears, displaying the CD contents.
c Double-click the Setup icon. An installation window appears.
5
Follow the onscreen instructions to install AccountEdge Network
Edition.
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6
After installation is complete, open your company file and go to the
AccountEdge Network Edition menu and select About AccountEdge to
verify the update has been installed successfully.
2: Next steps



Prepare the 2015 payment summaries: You can do this by going to the
Payroll command centre and clicking Print Payment Summaries.
Start the 2016 payroll year: For instructions, see the End-of-period
section of the AccountEDGE Help Centre. You can access the online help
by choosing AccountEdge Help from the Help menu.
Load the 2015-2016 PAYG tax tables: See ‘Updated PAYG tax tables’ on
page 12 for more information.
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11
What’s new in v14.5
Compliance changes
Like most end of financial years, this year there are changes to the
PAYG tax tables that will take effect from 1 July. We’ve updated
AccountEdge to help keep your business compliant.
The following changes are applicable in the 2015–2016 payroll year.
Updated PAYG tax tables
In this release, we’ve updated the PAYG tax tables so that your
payroll stays compliant in the 2015/2016 year. Once you’re ready to
start your first pay run in July, you need to load the PAYG tax tables.
To update your tax tables:
1
Open your company file.
2
Go to the Setup menu and choose Load Payroll Tax Tables. The
Load Tax Tables window appears.
3
Repeat for each active company file.
note: Check that the 2015-2016 tax tables are loaded
Go to the
Setup menu and choose General Payroll Information. Check that the
Tax Table Revision Date field shows 01/07/2015.
Get SuperStream compliant
You can now record super payments in AccountEdge and then use
MYOB’s new super portal to make your super contributions. The
super portal is SuperStream compliant and it’s free with your
AccountEdge subscription.
You’ll need to register to use the super portal. For more information about
how it works and what you need to do to get started, see Prepare Super
Payments.
For more information about SuperStream, see myob.com.au/superstream.
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