Documentation: Improvements in User Guides

In MYOB Acumatica 2025.1, significant improvements have been made to the content and structure of the guides that make up the documentation, as described in the following sections.

Accounts Payable

In the Accounts Payable Guide, the following changes have been made:

  • The former Configuring Predefined Mailings for Customers and Vendors chapter has been reworked into the Configuring Predefined Mailings for Vendors chapter. This chapter describes how to configure predefined mailings for vendors and how to use these mailings for sending and printing documents.
  • The former Configuring the Reclassification of Expenses chapter has been reworked into the Configuring Reclassification of Expenses chapter. This chapter describes how to create a document with the default expense account and reclassify this expense.
  • The former Managing Vendor Relations chapter has been reworked into the Managing Vendor Relations chapter. This chapter describes how to set up the vendor relations functionality and process a purchase from one vendor and the payment for the purchase to a different vendor.
  • The former Rounding of Document Amounts chapter has been reworked into the Rounding of AP Document Amounts chapter. This chapter describes how to set up document amount rounding and process an AP document with a rounded amount.
  • The former Configuring Schedules for Recurring Documents chapter has been reworked into the Creating Recurring AP Documents chapter. This chapter describes how to configure a schedule for document generation, run this schedule, and process the generated documents.
  • The former Applying Payments to Particular Lines of AP Documents chapter has been reworked into the Applying Payments to Particular Lines of AP Documents chapter. This chapter describes how to create an AP bill that can be paid by line and pay one of its lines.
  • The former Performing Period-End Procedures in AP chapter has been reworked into the Performing Period-End Procedures chapter. This chapter describes how to perform account reconciliation and how to close a financial period in accounts payable.

All the added chapters include activities that users can perform by using the U100 dataset.

Accounts Receivable

In the Accounts Receivable Guide, the following changes have been made:

  • The Configuring Predefined Mailings for Customers chapter has been added. This chapter describes how to configure predefined mailings for customers and how to use these mailings for sending and printing documents.
  • The former Types of AR Documents chapter has been replaced with the Processing Cash Sales and Cash Returns chapter. This chapter explains how to process a cash sale and a cash return.
  • The former Rounding of Document Amounts chapter has been reworked into the Rounding of AR Document Amounts chapter. This chapter describes how to set up document amount rounding and process an AR document with a rounded amount.
  • The former Configuring Schedules for Recurring Documents chapter has been reworked into the Creating Recurring AR Documents chapter. This chapter describes how to configure a schedule for document generation, to run this schedule, and process the generated documents.
  • The former Applying Payments to Particular Lines of AR Documents chapter has been reworked into the Applying Payments to Particular Lines of AR Documents chapter. This chapter describes how to create an AR invoice that can be paid by line and pay one of its lines.
  • The former Performing Period-End Procedures in AR chapter has been reworked into the Performing Period-End Procedures chapter. This chapter describes how to close a financial period in accounts receivable.
  • The former Managing Commissions chapter has been reworked into the Managing Commissions chapter. This chapter describes how to set up salesperson commissions in the system, create a commissionable document, and calculate a commission for a salesperson.
  • The former Managing Parent-Child Relationships chapter has been reworked into the Managing Parent-Child Relationships. This chapter describes how to set up parent and child relationships between existing customer accounts, process the documents of child accounts and parent accounts, and run a consolidated report to review the balances.

All the added chapters include activities that users can perform by using the predefined U100 dataset.

Service Management

The new Integrating Field Services with Projects chapter has been added. This chapter explains how to integrate the service management functionality with the project management functionality to enhance users' ability to effectively manage project tasks and resources. The chapter describes in detail the setup and use of the service management functionality in projects.

Route Management

The following chapters have been added to the guide:

In these chapters, users will learn how to do the following:

  • Create a route execution that involves service delivery or the movement of inventory items
  • Add appointments to a route
  • View a route on the map
  • Modify the route execution document
  • Edit the order of appointments in the route execution
  • Start, complete, and close the route execution
  • Run route appointment billing

Data Migration

The new Finance Data Migration guide has been added. The chapters of this guide describe how to prepare the system for migrating data from a legacy ERP system to MYOB Acumatica, as well as how to migrate financial data by using import scenarios. Additionally, users will learn how to verify the results of migration by reconciling the accounts' balances and cross-checking the imported records.