MYOB EXO EMPLOYER SERVICES - enprise.com fileparticular accounting standards or legislation) are representative examples only, and will not directly apply to the user’s own circumstances

MYOB EXO EMPLOYER SERVICESAustralian Edition

2014.02

Release Notes

M YO B EN T ER P R I S E S O L U T I O N S

EXO EMPLOYER SERVICES

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.

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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.

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

Tax Updates................................................................................................ 3

Changes to PAYG .......................................................................................................... 3

Changes to Fringe Benefit Tax ...................................................................................... 3

State Payroll Tax Changes ............................................................................................ 4

Changes to HELP and SFSS ............................................................................................ 5

Superannuation Guarantee Changes .......................................................... 5

Maximum Super Contribution Base ............................................................................. 6

ETP Changes ............................................................................................... 6

Changes to Child Support Deductions ........................................................ 7

Withholding Payer Number ........................................................................ 8

Superannuation Changes ............................................................................ 8

New Superannuation Transfer Option ......................................................................... 8

Superannuation Provider Options ................................................................................ 9

Report Changes ........................................................................................ 10

New Superannuation Summary Report Option ......................................................... 10

Changes to the Leave Paid Report ............................................................................. 10

Flood Levy Settings Removed ................................................................... 10

Long Service Leave Balances ..................................................................... 11

Cost Centre Lookup Controls .................................................................... 12

EXO Employer Services 2014.01 ............................................................... 13

Unpaid Leave .............................................................................................................. 13

Custom Payslip ........................................................................................................... 14

Default Standard Hours .............................................................................................. 16

Client ID ...................................................................................................................... 17

Copying Hours Paid History ........................................................................................ 18

ETP Update Utility Removed ...................................................................................... 18

Resolved Issues

Known Issues

Summary of Changes

MYOB EXO Employer Services 2014.02 Release Notes Page 1 of 22 Copyright 2014 MYOB Technology Pty Ltd.

Introduction

What’s New in this Release? The 2014.02 release contains compliance updates for the 2014–2015 payroll year. This release can be installed prior to 1 July 2014; compliance changes are not activated in the product until the relevant date. This release also adds new features to EXO Payroll, including improvements and additions to superannuation management.

Note: This release also contains all features introduced in the optional 2014.01 release. See the “EXO Employer Services 2014.01” section on page 13 for information on these features.

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 http://myobexo.custhelp.com/.

http://myobexo.custhelp.com/


Installation

Pre-Install Requirements Requirements for PCs running MYOB EXO Employer Services components are detailed in 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 21 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 2014.02

MYOB EXO Payroll 2014.02

MYOB EXO Employee Information 2014.02

MYOB EXO Time and Attendance 2014.02

Runtime Files 09.00.0000.7423

To check that this release installed successfully, check that the versions displayed on the About window (Help menu > About) match the versions listed here.

http://myob.co.nz/products/medium-business/enterprise-solutions/exo-employer-services-1257828259186?productArea=System+Requirements&category=1257828963014

http://myobexo.custhelp.com/app/answers/detail/a_id/34710




New Features

Tax Updates The compliance changes and features introduced in MYOB EXO Employer Services 2014.02 are listed below.

Change/Feature See

Changes to PAYG page 3

Changes to Fringe Benefit Tax page 4

State Payroll Tax Changes page 4

Changes to HELP and SFSS page 5

Changes to PAYG

This release includes the PAYG tax tables for the 2014–2015 payroll year. Changes to the tax tables include:

a temporary levy on taxpayers with taxable income over $180,000

an increase in the Medicare Levy from 1.5% to 2%

an increase in the withholding limit for back payments, commissions, bonuses and similar payments from 46.5% to 49%

MYOB EXO Payroll automatically applies the new PAYG rates and thresholds.

Effects of the Medicare Levy Increase

As well as affecting PAYE tax tables, the increasing Medicare levy also affects the following areas of the system:

The tax rates on unused leave on termination increase to 17%, 32% and 49%. The Termination Wizard uses the new rates for pays in the 2014 – 2015 financial year (the labels on page 3 of the Termination Wizard have been updated to reflect this).

The tax rate on Lump Sum A payments increases from 31.5% to 32%. If you have any Allowances where the Payment Summary Type is set to “Lump Sum Payment A”, you must change the Override Tax Rate to 32% for pays in the 2014 – 2015 financial year.

New Features


Changes to Fringe Benefit Tax

Changes to Fringe Benefit Tax (FBT) come into effect on 1 July 2014. MYOB EXO Payroll has been updated to incorporate changes to FBT rates.

The fringe benefit gross-up rates for the 2014 – 2015 financial year are as follows:

Gross Up Rate Type Old Rate New Rate

Type 1: higher gross-up rate 2.0647 2.0802

Type 2: lower gross-up rate 1.8692 1.8868

MYOB EXO Payroll will automatically use these new rates for pays in the 2014 – 2015 financial year. Any reports that displays FBT will use the appropriate rates for the reporting period, and the Non-Cash Benefits window will display the updated rates for Non-Cash Benefits with the Payment Type set to “Fringe Benefit”.

State Payroll Tax Changes

The following state payroll tax rates and thresholds are used by MYOB EXO Payroll (highlighted states are changing in the 2014–2015 financial year):

State Financial Year 1 July – 31 Dec 1 Jan – 30 June Annual wage threshold

ACT current 6.85% 6.85% $1,750,000

2014–2015 6.85% 6.85% $1,850,000

New South Wales current 5.45% 5.45% $750,000

2014–2015 5.45% 5.45% $750,000

Northern Territory current 5.5% 5.5% $1,500,000

2014–2015 5.5% 5.5% $1,500,000

Queensland current 4.75% 4.75% $1,100,000

2014–2015 4.75% 4.75% $1,100,000

South Australia current 4.95% 4.95% $600,000

2014–2015 4.95% 4.95% $600,000

Tasmania current 6.1% 6.1% $1,250,000

2014–2015 6.1% 6.1% $1,250,000

Victoria current 4.9% 4.9% $550,000

2014–2015 4.85% 4.85% $550,000

Western Australia current 5.5% 5.5% $750,000

2014–2015 5.5% 5.5% $800,000

New Features


Changes to HELP and SFSS

The following Higher Education Loan Programme (HELP) income thresholds and repayment rates are automatically applied for the 2014–2015 payroll year:

Current rates New rates from 1 July 2014

Below $51,309 Nil Below $53,345 Nil

$51,309 to $57,153 4.0% $53,345 to $59,421 4.0%

$57,154 to $62,997 4.5% $59,422 to $65,497 4.5%

$62,998 to $66,308 5.0% $65,498 to $68,939 5.0%

$66,309 to $71,277 5.5% $68,940 to $74,105 5.5%

$71,278 to $77,194 6.0% $74,106 to $80,257 6.0%

$77,195 to $81,256 6.5% $80,258 to $84,481 6.5%

$81,257 to $89,421 7.0% $84,482 to $92,970 7.0%

$89,422 to $95,287 7.5% $92,971 to $99,069 7.5%

$95,288 and above 8.0% $99,070 and above 8.0%

The following Student Financial Supplement Scheme (SFSS) income thresholds and repayment rates are automatically applied for the 2014–2015 payroll year:

Current rates New rates from 1 July 2014

Below $51,309 Nil Below $53,345 Nil

$51,309 to $62,997 2% $53,345 to $65,497 2%

$62,998 to $89,421 3% $65,498 to $92,970 3%

$89,422 and above 4% $92,971 and above 4%

Superannuation Guarantee Changes From 1 July 2014, the Superannuation Guarantee rate rises from 9.25% to 9.5%. MYOB EXO Payroll has been updated for this change; when opening a pay in the 2014–2015 financial year, users will be asked if they want to update the SG rate to 9.5%. (If they choose not to, the message will continue to appear each time a pay in the new year is created, until the user chooses to update the rate.)

Note: When the user chooses to update the SG rate, all open pays are affected—this means that if the rate is updated while there are still pays open in the 2013–2014 year, the SG rates in these pays will also be updated to 9.5%. To avoid this, ensure that all pays in the 2013–2014 year have been closed before choosing to update the SG rate.

This change is the latest step in a gradual increase to a rate of 12%. The Government has announced that the rate will remain at 9.5% until 30 June 2018 and then increase by 0.5 percentage points each year until it reaches 12%.

New Features


Maximum Super Contribution Base

For employers who enforce the maximum earnings base for super guarantee contributions, the maximum super base quarterly amount has increased to $49,430 for the 2014–15 financial year. Update the Maximum Earnings Base property to this amount on the Superannuation Maintenance window for all superannuation types. Any new Superannuations created in the 2014–15 financial year will have their Maximum Earnings Base set to the new amount by default.

ETP Changes Employment Termination Payment (ETP) threshold amounts have changed as follows for the 2014–2015 financial year:

Amount Old Value New Value

ETP Cap $180,000 $185,000

Base limit $9,246 $9,514

Completed years service $4,624 $4,758

New companies created in the 2014–2015 financial year will be given these values by default. For existing companies, you must edit the values on the Payroll Setup window at Payment setup > Termination Payments:

New Features


Changes to Child Support Deductions From 1 January 2014, the Child Support Protected Earnings Amount (PEA) changed as follows:

Frequency Amount

Weekly $339.23

Fortnightly $678.46

Monthly $1,475.04

Any new Child Support Deductions created after the installation of this release will contain these values as defaults. MYOB EXO Payroll does not automatically update these amounts in existing Deductions, however; you must edit them on the Deductions Maintenance window for each Child Support Deduction (if you have not done so already):

The PEA amounts must be updated as shown for the first pay after 1 January 2014.

New Features


Withholding Payer Number EXO Payroll now allows you to enter a Withholding Payer Number (WPN) in place of an Australian Business Number (ABN). A company may have a WPN if they do not have an ABN, but are employing staff and therefore need to withhold and report PAYG.

The ABN field on the Employer details section of the Setup Payroll window has been renamed to ABN/WPN, and allows entry of an ABN or a WPN:

Superannuation Changes

New Superannuation Transfer Option

A new Consolidate Employee Totals option is available at the bottom of the Superannuation Transfer window:

When this option is selected, the superannuation transfer file will contain a single line for each employee, with totals consolidated across the entire remittance period. If the option is not selected, the behaviour will be as it was in previous versions, i.e. the file will contain multiple lines per employee, one for each pay period in the remittance period.

New Features


Superannuation Provider Options

New options are available at the bottom of the Superannuation Provider Maintenance window:

The Payment Method dropdown lets you select a payment method for the provider from one of the following options:

BPAY

Cheque

EFT

Other

You can also enter a new payment method into this field and it will be saved to the list so that it can be used for other providers. The payment method is displayed on the Superannuation Transfer report, and on the Superannuation Summary report when it is sorted by Super Provider or Super Code.

A Unique Superannuation Identifier (USI) is required for superannuation funds that are regulated by the Australian Prudential Regulation Authority (APRA). The new Unique Superannuation ID field lets you enter the USI for a provider, if it has one.

Self-managed superannuation fund (SMSF) trustees are required to receive both electronic messages and payment when employers make contributions using the SuperStream data and payment standard. The new Electronic Service Address field lets you enter the electronic service address (alias) used to receive data messages relating to employer contributions.

When exporting the Superannuation Summary report or the Superannuation Transfer report to CSV, Unique Superannuation Identifier and Electronic Service Address are both available as fields that can be added to the export file.

New Features


Report Changes

New Superannuation Summary Report Option

The Superannuation Summary report has a new report option: Print each provider on a new page. When this option is selected, the report will print each superannuation provider on a separate page. A separate page showing the grand total will be added to the end of the report.

Changes to the Leave Paid Report

The Leave Paid report now displays a separate Leave Loading Included column:

This column shows how much of the value in the Amount column consists of leave loading.

Flood Levy Settings Removed All settings relating to the 2011 – 2012 Flood Levy have been removed from EXO Payroll, as they no longer apply. These are:

The Flood Levy Applied check box on the Employee defaults setup > Tax classifications section of the Setup Payroll window.

The Flood Levy check box on the Employee Details tab of the Employee Maintenance window.

The Leave Loading check box on the Employee Details tab of the Employee Maintenance window. (This setting is not directly related to the Flood Levy, but it also applied only to the 2011 – 2012 financial year and earlier, so is no longer needed.)

New Features


Long Service Leave Balances This release changes the way Long Service Leave balances are displayed. The fields have been renamed to match the ATO’s terminology and a Less Accrued Taken field has been added to make it clearer how the balances are calculated:

These changes have been applied to the Leave Management window, to the Long Service Leave Balances window available from the Leave Entitlements tab of the Employee Maintenance window, to page 2 of the Termination Wizard and to the Long Service Leave Report.

New Features


Cost Centre Lookup Controls Edit buttons are available next to the Cost Centre fields on the following windows:

The Leave Entitlements tab of the Employee Details window.

The Edit Wage window in the Standard and Current Pay

The Edit Allowance window in the Standard and Current Pay.

Clicking an edit button opens the Cost Centre lookup list, making it easier to select the Cost Centre to assign.

New Features


EXO Employer Services 2014.01 EXO Employer Services 2014.01 was an optional release that introduced a number of new features to the EXO Employer Services system. If you did not install the 2014.01 release, these features will be added to the system when you upgrade to 2014.02. A recap of the features introduced in 2014.01 is provided below.

Unpaid Leave

EXO Payroll now allows you to process unpaid leave for employees. The Leave Management window in the Current Pay contains a new Unpaid Leave section:

This section works in the same way as for the other leave types: enter the number of hours’ leave, select the dates taken and optionally specify a Cost Centre to override the employee’s default.

Other changes have been made to the EXO Payroll system to support Unpaid Leave:

A new Unpaid Leave report is available in the Leave section of the Select Report window—this report shows unpaid leave taken for the selected employees over the selected time period.

A default Cost Centre for Unpaid Leave can be set in the new Leave Management Setup > Unpaid Leave section of the Setup Payroll window, and an Unpaid Leave Cost Centre can be set for each employee on the Other tab of the Employee Maintenance window.

A new “Unpaid Leave” Note Type has been added—when Unpaid Leave is processed in an employee’s pay, an Unpaid Leave note is added to their employee record.

New Features


Unpaid Leave amounts can be imported using the Import Time Transactions and Rapid Load Pay functions, using the leave type “U”.

MYOB MyStaffInfo supports Unpaid Leave—when entering leave requests or timesheets, users can select “Unpaid Leave” as a leave type.

Unpaid Leave can also be entered in the Remote Timesheet module.

Custom Payslip

EXO Payroll includes a new payslip report that can be fully customised to suit your company’s needs.

The custom payslip must be enabled and configured before it can be used in the EXO Payroll system. To set up the custom payslip, open the Setup Payroll window and go to the new Payslip section under Other Setup:

Tick the Enable custom payslip report option to enable the Payslip Custom report on the Pay tab of the Select Report window. When the custom payslip report is enabled, you can tick the Hide other payslip reports option to remove the existing payslip reports from the Select Report window.

You can specify a custom company logo to appear on the report by clicking Change Logo Image and selecting an image file.

Note: Logo images must be in BMP format.

New Features


Clicking Modify Custom Payslip opens a Report Designer window where the payslip report can be edited and formatted:

From the Report Designer window you can:

Edit the page setup of the report.

Resize each section of the report.

Move, resize and delete existing fields and labels.

Add new fields, labels and images using the buttons on the Report Controls floating toolbar.

Edit the properties of all fields, labels and images.

To undo all customisations and restore the report to its default state, click the Reset Custom Payslip button on the Payslip Setup window.

All customisations will appear when generating the report from the Print Report window. The Payslip Custom report can be exported to all of the usual formats, and also includes an “Email” option in its Destination dropdown; selecting this option will email the payslip to all employees who have an email address defined.

New Features


Default Standard Hours

The Employee defaults setup > Standard settings section of the Setup Payroll window now contains settings to specify the default hours per day and hours per pay for new employees:

In an upgrade, these settings are created with default values, which depend on the existing default pay frequency:

Pay Frequency Standard Hours per Day Standard Hours per Pay

Weekly 7.60 38.00

Fortnightly 7.60 76.00

Bi-Monthly 7.60 82.33

4 Weekly 7.60 152.00

Monthly 7.60 164.67

New Features


Client ID

EXO Employer Services now allows clients to enter a Client ID code, which allows them to easily identify themselves when contacting Support or dealing with their MYOB Enterprise Solutions Partner.

The Client ID code can be entered on the Registration and About windows:

New Features


This code appears in the main title bar:

This allows clients to easily identify themselves when contacting Support or dealing with their MYOB Enterprise Solutions Partner.

Copying Hours Paid History

A Copy button has been added to the Edit Hours Paid History window:

Clicking this button copies all data on the window to the clipboard, so that it can be pasted into an external application, such as a spreadsheet.

ETP Update Utility Removed

Previous releases included an ETP FY12/13 Update utility in the Utilities menu. This utility only applied to the transition between the 2012 and 2013 financial years, and has now been removed from the product.


Resolved Issues The following issues have been addressed in this release:

Problem Record Service Request Description

12235473761 12187090967 In EXO Employee Information, the error “This point has already been assigned” sometimes appeared when adding Review Points to a Performance Review. This has been resolved.

11707471191 12634114100 11685353669

When the Staff Schedule report in EXO Time and Attendance was set to export to an Excel file, it showed only the days scheduled for one employee, instead of all employees in the specified date range. This has been resolved.

13038961507 13948102467 13037861805

The Time Transaction Import Report that runs after using the Import Time Transactions function would not provide warnings when an employee exceeded their leave balance, if the employee’s leave was spread over multiple import lines, none of which exceeded the balance by themselves. (For example, if an employee had a leave balance of four days, and had recorded two lines of three days each, no warning would be given). This has been resolved.

13306440708 13297155621 Cost Centres greater than 6 digits would not be saved as a report filter, if the report was used in a report run. This has been resolved.

12227541382 12153842018 When exporting a report to CSV, if the report let the user specify which fields to display and the order they should be displayed in, clicking Save did not save the order of the fields. This has been resolved.

15927551329 15845366931 When printing the Trial Balance Report and selecting a subset of Cost Centres to print, all Cost Centres would appear on the report instead. This has been resolved.

16722145714 16632456541 If more than 9 pay rate multipliers were configured for a company, then when using custom payslip with pay rate multiplier 10 or greater, an error would appear and no pay rates would be printed. This has been resolved.

12278607894 12275191311 For companies paying Payroll Tax in Queensland, if the company’s wages were in a certain range, the reduced threshold would not be calculated correctly, which would result in an incorrect Tax Payable amount. This has been resolved.

Resolved Issues


Problem Record Service Request Description

12196866702 12190002601 EXO Payroll now allows you to enter a Withholding Payer Number (WPN) in place of an Australian Business Number (ABN)—see page 6.

11097619527 11095163465 The Leave Paid Report now displays the Leave Loading amount separately for Annual Leave—see page 8.

12443669872 12435107761 This release adds a Consolidate Employee Totals option to the Superannuation Transfer window—see page 8.

12238124029 12180866320 This release adds the ability to record a payment method for Superannuation Providers—see page 9.

16170565018 16155816601 The SPIN field on the Superannuation Provider Maintenance window was not long enough to accommodate some superannuation provider identifiers. The new Unique Superannuation ID field can be used to record identifiers that are up to 25 characters in length—see page 9.

12728138256 12676495161 This release adds a Print each provider on a new page option to the Superannuation Summary Report—see page 10.

- - The text “Employer Name” has been removed from the application’s title bar—this makes it easier to tell payroll companies apart from their thumbnail on the Windows task bar.


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-to-peer 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.

http://myobexo.custhelp.com/app/answers/detail/a_id/33878/kw/2066

http://myobexo.custhelp.com/app/answers/detail/a_id/35123/kw/2066/


Summary of Changes Below is a quick overview of the changes addressed by this release and what actions are needed to implement them.

Rate and Threshold Changes

The new rates and thresholds for PAYG, Fringe Benefit Tax, HELP and SFSS will be applied automatically by MYOB EXO Payroll for pay periods that end on or after 1 July 2014.

Any Allowances where the Payment Summary Type is set to “Lump Sum Payment A”, must be updated to change the Override Tax Rate to 32% for pays in the 2014 – 2015 financial year.

Superannuation Guarantee Changes

The Superannuation Guarantee rate changes to 9.5% for pay periods with a physical pay date on or after 1 July 2014. Rates will be updated in MYOB EXO Payroll the first time a pay with a physical pay date on or after 1 July 2014 is created—ensure that all pays in the 2013–2014 year have been closed before creating any pays in the 2014–2015 year.

Open the Superannuation Maintenance window and update the Maximum Earnings Base property to $49,430 for all superannuation types.

Employment Termination Payment Changes

Employment Termination Payment (ETP) threshold amounts have changed for the 2014–2015 financial year. These amounts must be updated on the Payroll Setup window at Payment setup > Termination payments.

Child Support Changes

The Child Support Protected Earnings Amount (PEA) changed on 1 January 2014. You must edit any Child Support Deductions to use the updated Protected Earnings Amounts, if you have not done so already.

Documents

MYOB EXO EMPLOYER SERVICES - enprise.com fileparticular accounting standards or legislation) are representative examples only, and will not directly apply to the user’s own circumstances