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Email authentication changes

In efforts to combat spam and phishing attacks, Google and Yahoo made changes to email authentication from 1 February 2024. These changes have the potential to impact your bulk email delivery from systems like Exo as well as marketing materials from the likes of Mailchimp or Hubspot.We don’t anticipate these changes adversely impacting most sites operating the latest versions of Exo, however larger volumes of invoices being sent from older versions of Exo (pre V2021.X) could potentially be imp...

Helm 2023 Holiday Hours

The end of the year is fast approaching, and our team will be taking some time off to refresh, ready to get back into the New Year.Our office will be closed over the holiday period as follows:                  Closed from:          4.00pm Thu 21 Dec 2023                  Open again:&n...

Spotlight on Fetch Automated Accounts Payable

The developer of the Fetch Automated Accounts Payable system that fully integrates with MYOB Exo has been busy adding more and more features that clients have been asking for.  Here’s the latest to be added to the application:Automated Reconciliation of Supplier StatementsAccounts Payable teams have longed for paperless Supplier Statement reconciliation functionality to absorb the burden of this traditionally time-consuming, manual process.  Fetch Statement checking, integrated to MY...

We’ll upgrade your Exo system while your team is at the beach

You will have seen our continued reminders that any version of MYOB Exo that is older than 2 years is not officially supported by MYOB.MYOB also continue to add new features to Exo several times per year (see summary of new features below). So, by keeping your system updated you will continue to maximise the benefits of the system for your team.Applying the latest release to most sites is a straightforward task and requires minimal disruption. So, why not contact our Support Team and get us to s...

MYOB Exo End of Year License Promotion

Does your team still struggle with availability of free Exo User licenses? Well then check this out:MYOB is offering the following promotional discount on the purchase of additional Exo User licenses for the end of the year: 15% discount when purchasing 1-2 licenses 20% discount when purchasing 3-4 licenses 25% discount when purchasing 5+ licensesTerms and Conditions apply, including:EXO Licenses can be combined (e.g. 2 x Finance, 1 x Job Cost, 1 x CRM = 4 licenses)Discounts do not apply to An...

Fetch - Automated reconciliation of supplier statements

The developer of the Fetch Automated Accounts Payable system has just released an exciting new feature - Fetch Statement Checking!Check all your Supplier invoices in MYOB Exo against the imported Supplier Statement in seconds and update Exo so that you know they have been checked and accepted.Fetch Statements includes the following:Instant reconciliation of Supplier Statements, checked against the invoices in Exo.The ability to email Suppliers from within Fetch when querying invoi...

MYOB launches learning resources for MYOB Advanced Business

MYOB has recently launched dedicated learning resources for MYOB Advanced Business to support the growing community of users of this system. Day to day with MYOB Advanced Business resources include: Dedicated YouTube channel containing numerous short ‘how to’ videos on key processes/functions within MYOB Advanced.Access via this link: Day to day with MYOB Advanced Business - YouTube Online learning courses Free online, learn-at-your-own-pace courses cove...

Should your ERP system be cloud based?

The recent weather events highlighted to many businesses the benefits of cloud-based systems, which while not bullet-proof when internet and power is out, can have advantages during recovery periods, especially if your workplace has been affected, and/or your team is dispersed and have limitations with their accessibility. Hosted Exo SystemsMYOB Exo will never be converted to a true cloud-based application but will remain a high-performing server-based one. It need not be operated on your own i...

MYOB Advanced Release 360+ Features

Following on from last year’s Spring Release, MYOB is about to commence upgrading sites with the 2022.2 Autumn Release which includes 360+ feature enhancements, including:Single Sign On (SSO) with Microsoft Azure ADApprovals for GL TransactionsDunning Letter EnhancementsExport the Batch Payment before ReleasingSide-Panels & Dashboards for Inventory and Order ManagementInventory Turnover InquirySales Order Relations to other EntitiesEngineering Workbench in ManufacturingSide-Panels for Manu...

MYOB Exo 2023 Release

MYOB continues their ongoing development of MYOB Exo with the first release for the 2023 year: Ver 2023.1.Each new release for Exo typically includes technical updates to ensure compatibility with the latest security protocols and technical platforms. Additionally with this new release there are new features including:Extra (Custom) Field enhancements-  Ability to make Extra Fields mandatory-  Choose who can see and edit Extra Fields-  Addition of Extra Fields to Bill of Material...

Helm Team News

The start of 2023 has seen Gaye Miller join our team in the Service Delivery Manager role while Felicity Jackson is on parental leave, replacing Nicola Macpherson. Gaye has adapted well to the Project Management functions of managing our assignments - of which there are many at present.Experienced Systems Consultant, John Berry, has re-joined our Consulting team and picked up where he left off proving immediately to us and our clients that he has certainly retained his wealth of systems knowled...

Exo Release version 2021.5

Part of MYOB’s commitment to continuous improvement includes the ongoing regular release of new versions of Exo.  The latest Exo Release is 2021.5 and includes the following new features:System Administrators can send requests to other users to log out – or force them to log out.Stock Movement Transactions screen now has individual Event Reasons.Business Alerts that are triggered will appear on one message window. Added header and footer messages.Editing of History Notes on processed Sa...

Microsoft Power BI

You already know how to use the Microsoft suite of Office products – but did you know there is another Microsoft tool that can help you get the most out of your data – in real time?Microsoft Power BI is Microsoft’s data visualisation tool that allows users to easily create impressive and informative views of data from a host of different data sources.  With Power BI you can ensure that the key members of your team get access to vital data relevant to their roles in easy to interpret g...

Are you experiencing staffing shortages?

You are not alone! This is a phenomena experienced by business today the world-over. The developers of the core MYOB Advanced application, (Acumatica) have outlined how prevalent this staff shortage problem is, and how ERP systems can help your business.  Click below to gain some insight into how an ERP solution like MYOB Advanced (Acumatica) can help you.How ERP Systems Can Help With Your Staffing Shortage - Acumatica Cloud ERPRead more on MYOB Advanced here, and please get in touch for a ...

Velixo Reporting

As part MYOB’s ongoing improvements to the MYOB Advanced software, they have included the option for you to access a ‘Velixo Lite’ license free of charge for you to experiment with so you can understand how the functionality might assist you day to day. Velixo is as easy as Excel, and as powerful as MYOB Advanced.Using your MYOB Advanced login credentials users can start building Excel spreadsheets that instantly include the latest MYOB Advanced data. Be self-sufficient using a famili...

Improving your business

The global pandemic has disrupted every business, and the implications are still unfolding. Change is happening and comes from all areas.  Your business software needs to mature as your business does to face the change and challenges ahead.We wanted to share some of the take-outs based on a recent Forrester Technology study** (partnered with MYOB) to get you thinking. Doing Business As Usual is costing mid-market businesses.  Inefficient and/or ineffective business and people mana...

Advanced v 2021.1 upgrades

MYOB begin the rollout of the latest version of MYOB Advanced this month (version 2021.1). All current MYOB Advanced Sites have been notified of their upgrade date. We have included an overview of some of the key improvements for you below. User interface improvementsKey actions have been moved from the Actions menu to the Form toolbar, eg: on the Sales Order Screen the Create Shipment option is now on the Form toolbar.  Additional actions can also be moved to the Form toolbar to impro...

Exo Release version 2021.2 and API security

Part of MYOB’s commitment to continuous improvement includes the ongoing regular release of new versions of Exo.  The latest Exo Release is 2021.2 and includes the following new features:Sales Order Extra Fields visibility based on Order Type (Quote, Order etc)Custom Extra field capability added to Inwards Goods, Opportunity History Notes and Stock Location Information screensBusiness Alerts now available on Inwards GoodsAbility to hide tabs on Contacts, Debtors, Creditors, GL, Stock and ...

Support available in all COVID lockdown levels

Helm will be providing Support Services during the current enforced COVID Alert-level shutdown as normal - our team are operating from home with secure remote connectivity to our systems and yours as required.The best method to contact us for support is to email: support@helm.co.nzYou can also contact individual Helm Support team members directly should you wish via their email and/or mobile phones (we recommend not ringing the Helm office landlines during the shut-down period).Support and ...

MYOB Advanced Payroll

MYOB Advanced Payroll is the latest cloud-based HR and payroll solution from MYOB.  It is very flexible and perfect for complex businesses that require organisation-wide insights to make quick, educated business decisions. If you would like to find out more about how MYOB Advanced Payroll can benefit your business, call Helm today or view the Advanced Payroll PDF. “At the core of the platform are two product suites Advanced Business and Advanced People. Combine them and you have an integr...

Customer Service Success

Helm are proud to be ranked in the Top Four in Excellence in Customer Experience across the entire Australia / New Zealand Business Partner Community.  A huge thank you to our customers for your support in our success....

Exo v2021.2 available now

Exo’s latest point upgrade has enabled some exciting new features – that many of our clients have enquired about in the past. As this is a ‘point upgrade’ for those of you who have been upgraded to 2020.3 already (as most clients have) this upgrade will only take 30 – 60mins (depending on the number of user PCs Helm assists with & the new features you want enabled). The feature list is included below. If you would like to learn more about this or discuss a potential upgrade please get ...

IT changes on the horizon? Talk to Helm first

To avoid disruptions or unexpected surprises, we highly recommend talking to Helm before you make any IT changes that could impact your Exo database. A five minute conversation with one of our consultants could save you headaches down the line.IT changes with impacts include:Server moves / migrations or Server upgrades3rd Party application changes such as Accounts Payable or Scanning softwareAny new integrations with Exo – including CRM and Data visualisations. We will ensure any IT changes yo...

SmartFreight Webinar Recording

Helm partnered with SmartFreight at the end of April to provide a Demo on the capabilities of this clever shipping tool. If you missed out on this webinar, or wish to revisit some of the content we have included the link for you HERE.SmartFreight can integrate your MYOB Exo Business orMYOB Advanced Business ERP application with over 650 Global Transport providers and enables you to control your shipping process like never before.Below are just some of the NZ Fr...

MYOB Advanced Construction Edition

MYOB continue to evolve their products to meet the changing needs of businesses around New Zealand and Australia.  The latest MYOB Advanced offering is tailored specifically for those in the Construction industry. MYOB Advanced Construction Edition is a cloud platform that gives you access to business-critical information anytime, anywhere. Whether you’re involved in site development, home building, or other construction and related services you rely on timely project data as yo...