The Menus

Menu Item

Description

New Employee

This is used to add a new employee to the payroll.

Open Employee

This is used to access an existing employee when you wish to perform any masterfile changes.

Employee List

Opens a window displaying a filterable list of all employees in the system. You can add, view and edit employees, and access other employee-related functions.

Employee Notes

This takes you to the selected employee's personnel notes screen. This screen can also be accessed by pressing the F12 key.

Terminate/Reinstate

Allows you to terminate any employee who will not receive any final pay or to reinstate an employee who returns.

Change Payroll Company

Allows you to log out of the payroll you are in and access another payroll company if you are running multiple payrolls.

New Test Company

Create a test company based on this company. Test companies have restricted functionality, but do not count towards your licensing limits, so you can use them to test out configuration changes without affecting the original company.

Refresh Test Company

Load the latest data from the original company into the test company, overwriting any changes you have made to the test company.

Archive Company

Archive this company. Archived companies are read-only for all users, but do not count towards your licensing limits.

Unarchive Company

Restore an archived company to "Live" status (which means it will once again count towards your licensing limits.)

Exit

Takes you out of the application and returns you to the desktop.

Menu Item

Description

Undo

Cancel the last operation and revert back to the previous status.

Redo

Reapply the last operation at the current cursor position.

Cut

Move the currently selected text into the Windows clipboard.

Copy

Copy the currently selected text into the Windows clipboard.

Paste

Copy the contents of the Windows clipboard to the cursor position.

Clear

Delete the contents of the entire field, at the cursor position.

Select All

Select the contents of the entire field, at the cursor position.

Menu Item

Description

Current Pay

This is where the pay is processed each pay period as part of the Pay Cycle. This is an alternative path to the Pay Cycle for accessing the Payroll function.

One-Off Pay

Allows you to run "manual" pays at any time outside the normal pay cycle. This can be used for corrections, terminations, special pays etc.

Pay List

Opens a window displaying a filterable list of all pays in the system. You can view individual pays, and access reports and functions relating to pays.

Direct Credit Transfer

From here you can create Direct Credit files, in order to initiate the electronic banking of your employees pay components. For example, wages, allowance, leave, and deductions.

Import Time Transactions

This menu item is only enabled if you are importing times from an outside source or add-on such as MYOB Exo Time and Attendance.

Back Pay Calculator

This menu item opens a utility that lets you calculate back pay for salary or waged staff.

Rapid Load Pay

This menu item is only enabled if the Rapid Load Pay option has been enabled in the Payroll Setup. It allows you to load hours, leave and allowances in batch form for quick entry.

EXO Remote

If you have the EXO Remote Timesheet or EXO Timesheet add-on, this opens the EXO Remote Cycle, allowing you to send employee data to a different computer for remote data entry.

MyStaffInfo

This add-on application is used to enhance and modernise your payroll operation by publishing and retrieving content online.

Update

This is where the pay is updated each pay period as part of the Pay Cycle. This is an alternative path to the Pay Cycle for accessing the Payroll function.

Menu Item

Description

Print Report

This opens the list of available reports.

Report Runs

This is where you are able to set up groups of reports for printing in batches.

Report Views

This provides access to the following report view windows:

• Employee List
• Pay List
• Holiday Pay List
• Pay and Leave Summary
• Holiday Pay Rate Comparison
• Leave Without Pay
• DOW Change History
• FBAPS Leave Details

Consolidated Reports

This is useful if you want total amounts over more than one Payroll company.

Clarity Report Writer

This utility enables you to create your own customised reports.

Report Writer

This is an older utility for customising reports. It is no longer available for installation.

Export General Ledger

This is for exporting journalised pay amounts for the current/one off pay to your accounting software.

Post to EXO Business

This function allow you to integrate with the MYOB EXO Business product by posting pay runs to EXO Business.

Menu Item

Description

Allowances

Allows you to make additional payments to employees that are not hourly or salary payments. Examples of an allowance would be Meal Money, Shift Allowance etc.

Deductions

Allows you to deduct money from an employee's pay. Examples of deductions would be Child Support, Union Fees etc.

Departments

Allow you to allocate your employees to different departments, thereby giving you the ability to analyse your payroll costs over those departments.

Cost Centres

Allows you to allocate Payroll costs to different areas of your business.

General Ledger

Allows you to create the necessary codes to either produce a Payroll general ledger listing or even interface directly to your general ledger.

Note Types

Allows you to set up the codes that personnel notes are categorised by.

Holiday Pay Groups

Allows you to set your employees up in groups with common Holiday Pay entitlement rules.

KiwiSaver Groups

Allows you to set your employees up in groups with common KiwiSaver entitlement rules.

Payroll Giving Donees

Allows you to set up donee organisations for a payroll giving scheme.

Menu Item

Description

PAYE Calculator

This is a utility that allows you to calculate PAYE on any amount at any time. While the Payroll calculates PAYE as part of the pay process, there are times when you may need to do a one-off calculation.

Leave Planner

This is for forward planning of annual leave, shifts and rosters and is contained within a calendar interface.

FBT Calculator

This is a tool which draws on payroll information in order to start the process of filling out your quarterly Fringe Benefit Tax payable, under the Alternate Rate Calculation method.

Backup

Allows you to back up your data at any time to either floppy disks or your hard drive.

Restore

This is used when you need to restore a backup due to hardware failure or corruption.

File Reindex

This is a file repair utility.

Recalculate Standard Pays

Recalculates all employees' Standard Pays. This may be necessary if incorrect amounts are appearing when reporting on Standard Pays.

Setup Exo Payroll

This contains the company's details and several control settings, such as your hourly rate structure etc. This option is also available from the Payroll Setup Cycle.

User Security

MYOB Exo Payroll is a multi-user system. This is where you set up the various users who will have access to the payroll and allocates what rights they have.

Delete Old Information

This is where you can clear out old pay and costing data to conserve disk space and memory. This also has the added benefit of speeding up access times on older computers.

Load YTD Totals

This is used to load employees' gross earnings liable for PAYE, student loan repayments, and PAYE for taxation purposes, from the start of the current financial year to the pay period before your first live pay run. It also has the ability to load the employees' gross earnings liable for holiday pay, from the start of the each employee's holiday pay year to the pay period before your first live pay run.

Backup Options

This allows you to configure settings that affect backups of your data.

Update Sick Leave Entitlements

From 24 July 2021, the minimum Sick Leave entitlement increased from 5 to 10 days per year. This utility lets you update the Sick Leave entitlements of employees who existed in the system before 24 July 2021 to the new legal minimum.

Menu Item

Description

Help

Opens the online help. Help can also be accessed anywhere in the program by pressing F1.

MYOB Education Centre

Opens the MYOB Education Centre website in a web browser.

What's New in this Release

Opens a window showing the major features in the latest release, with a short overview video and links to PDF Release Notes.

Online Knowledgebase

Opens the MYOB Enterprise Knowledgebase website in a web browser.

Get Training and Consultation

Opens the MYOB Training and Events web page in a web browser.

IRD Forms

Opens a web page with links to commonly used IRD forms.

Setup Cycle

This is used to access the Setup Cycle when initially setting up a company.

Pay Cycle

This is used to access the Pay Cycle when running a pay.

Show Reminders

Displays all employee notes with Reminder dates up to today's date that have not yet been marked as completed.

Upgrade Software

This is a tool with which you can upgrade your current version of MYOB software, providing you have the most recently available MYOB CD.

Upgrade Software Online

This function accesses the Internet to upgrade your current version of MYOB software online.

About 

This window contains support information such as the current version, install location and licence holder. Press F11 at any time to view the About screen independently of the menu.