Below is a summary of new features added to Greentree in version released so far this year. For full details please read the Greentree release notes or reach out to one of our Greentree consultants via the support desk – eshelp@endeavour.solutions

MYOB Greentree 2021.1.0 Highlights

Windows Designer Desktop – now supports customisation of the tables (also known as droplists) that show the results of search fields. In the new drop list section you can:
- Change the overall width
- of the results table & number of rows displayed
- Add/remove and re-order the columns (not the first column)
- Set the width of individual columns to suit the client typical data values
- Change what is shown in each column (not the first column)
You can now add Queries as panels on a Workflow Desktop. A new Query options is available in the toolbox of the desktop designer – add a query to a desktop, drag this to the desktop and then select the View and Query from the properties section.
Jade Query – default sorting on Views. It is not possible to define a default sort order for view created with the query designer. Use the new Sorting tab to add elements to sort the query results.
Payment Selections Update – You can now use supplier TREEs to select suppliers to include in the Payment selection criteria
File upload updates – this release tightens controls on uploading and saving file attachments. Filenames are now only able to contain characters A-Z, a-z, 0-9, space & underscore any other characters are replaced with an underscore. There is also the ability to restrict file extensions.
Support for OAuth 2 with Microsoft Exchange
Auto Print Report Option – this option generates reports for customers or suppliers whose delivery method is Print and skips those whose delivery method is Email.
Updates to HR Employee Balances – the HR Employee Balances window now has ‘Show Balance in hours’ as a default.
Active only option for HR Employees – A new field to show only Active Employees is available in HR Employee Maintenance.
eDocs – A new PO ref column is now available on the eDocs|Transactgions tab of the Supplier Maintenance window. This column will contain the value of the PO Ref field from the related eDoc AP Invoice.
eDocs – Deduct Withholding Tax on eDocs AP invoices.

MYOB Greentree 2021.2.0 Highlights:

Payment Times Reporting – The Payment Times Reporting Scheme (PTRS) is a method of reporting to the Australian Government Department of Industry, Science, Energy, and Resources (DISER) based on the time taken for a large business to make a payment to their small business suppliers. The Payment Times Reporting Scheme commenced on 1 January 2021. It requires businesses to submit a report on their payment terms and practices. Reports are due each six months of an income year, within three months of the end of the reporting period. The first reporting period is therefore 1 January 2021 30 June 2021, with the first report due by 30 September 2021.

Only Large Businesses need to perform this reporting, and only on bills they have received from the Small Businesses they deal with. A Large Business is defined as a business that:

earns over $100m in revenue for the last financial year, or;
is part of a group that has earned over $100m for the last financial year, and this company earns more than $10m, and;
is registered to operate in Australia.
Global Search on Workflow Desks – Global search is now available in the toolbox on the desktop Designer window
Search on Workflow Panels – A show text search property is now available for 3D workflow panels and Masterfile/Transaction workflow panels.
HR – Date of Birth checks – the DOB is now checked during the STP submission when claiming job maker credits.
New User field – staff user profiles can have a new tick box “ Allow update of Customer delivery details” even if the user does not have access to the financial modules.
Report writer attachments – images attached to Masterfile records can now be added to reports.
eDocs – Merging eDoc Payment Selections – Multiple eDoc payment selections can now be merged.
Security Updates – Improvements to eModules resources & Webview session ID is no longer passed as a URL parameter.

MYOB Greentree 2021.3.0

due for release mid/late September 2021

The major work in this release is to cater for ATO compliance with STP Phase II

Changes to the employee details provided to the ATO for each employee, the 2021.3 upgrade process will auto populate/move some of information. MYOB Greentree will provide a screen to view all employees which will allow us to quickly identify any employee record which did not convert and correct the data.
Employee STP categorizations: Under STP II the employee gross earnings will be further categorized to show values against each of these categories below:
- Gross
- Paid Leave (more on this below)
- Allowances (more on this below)
- Overtime
- Bonuses & commissions
- Directors Fees
- Lump Sum W (return to work payment)
- Salary Sacrifice

Paid Leave will now be further dissected into the following categories:

Other Paid Leave (type O) – includes Annual Leave, Leave loading, LSL, Personal/Carers leave, RDO, TOIL, Study Leave etc

Paid Parental Leave (type P) – Includes Govt & Employer Paid Parental Leave

Workers’ Compensation (type W) – Payments for any workers compensation type payments

Ancillary & defence leave (type A) – Community service leave, Jury Duty, Defence Reserves Leave,

Cash out of leave in service (type C) – cashing out annual leave or leave loading, personal leave or RDO’s

Unused leave on termination – (type U) – Leave paid out on termination

Employee Allowances is where the ATO will now want a lot more information from you about the payment. The allocation categories will only become available in Greentree at 2021.3, however the ATO have now told all software providers that the information to be reported is retrospective back to 01/07/2021.

ATO Tax advice links

Endeavour strongly recommend you look at the ATO website or seek specific tax advice and understand your obligations. Please go to the ATO website below which covers the STP Phase II requirements:

https://www.ato.gov.au/Business/Single-Touch-Payroll/In-detail/Single-Touch-Payroll-Phase-2-employer-reporting-guidelines/

https://www.ato.gov.au/Business/Single-Touch-Payroll/In-detail/Single-Touch-Payroll-Phase-2-employer-reporting-guidelines/#Guidanceforpayeventreporting

If you need assistance, please contact us at eshelp@endeavour.solutions

MYOB Greentree new features in 2021

MYOB Greentree 2021.1.0 Highlights

MYOB Greentree 2021.2.0 Highlights:

MYOB Greentree 2021.3.0

due for release mid/late September 2021

ATO Tax advice links

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