2026.2.0 - Administrator Checklist
What is an Administrator's Checklist?
This document intends to help MYOB Practice Management site Administrators quickly understand and then make quality decisions about changes to security objects, system options, and other configuration items.
The items that need attention are included in three main sections:
Security Object changes - [Cogs Icon] -> Administration -> Security Maintenance
System Option changes - [Cogs Icon] -> System Options
Other changes - where other changes that need attention have occurred.
The tables below explain what the change is, where it can be found, what happens if you enable the setting, what happens if you do nothing, and a link to the Release Notes.
Security Object Changes
These are items in Security Maintenance that have been added, removed, or changed in this release:
Category |
Name |
Change Type |
Default |
Impact when enabled |
Impact if not enabled |
Link |
|---|---|---|---|---|---|---|
Command buttons and object security |
Advanced Search – Export to Excel |
Added |
Automatically granted to all roles that already have Advanced Search access |
Users can export Advanced Search reports to Excel. Export action is logged |
Users cannot export Advanced Search results. Remove from roles where bulk data extraction should be restricted. |
Release Notes - Advanced Search - Point 4 in Advanced Search |
System Option Changes
These are items in System Options that have been added, removed, or changed in this release:
Category |
Name |
Change Type |
Default |
Impact when enabled Impact if not enabled |
Impact when enabled Impact if not enabled |
Link |
|---|---|---|---|---|---|---|
Options |
Apply Secure View restrictions to Timesheets |
Added |
Off |
Client and Task lookups on Old Style Timesheets, Calendar Style Timesheets, and the TS Widget all respect Secure View restrictions. Users cannot log time against clients they are restricted from seeing in reports — closing a gap that previously existed. |
Timesheets are unaffected by Secure View. Users can log time against any client regardless of their Secure View configuration. |
|
AutoNumbers |
Use Recurring Billing Template Code AutoNumbers |
Added |
Off |
A unique reference code is automatically generated each time a client assignment is saved or edited in Recurring Billing templates. |
Template codes must be entered manually for each client assignment. |
Release notes - Recurring Billing - 3rd to last point in Recurring Billing |
Other Changes
Employee Maintenance & Employee Category Maintenance
Category |
Name |
Change Type |
Default |
Impact |
Link |
|---|---|---|---|---|---|
Employee Category Maintenance |
Add Default Monthly Chargeability |
Added |
Empty (not set) |
Set once at the category level to apply a default chargeability target (as a percentage or total hours) to all employees in the category. When Auto Calculate is run in Employee Budgets, budgets update using these values. Employees who already have a custom value set at the individual record level are skipped when a category-level default is applied. |
|
Employee Maintenance |
Add Default Monthly Chargeability |
Added |
Empty (not set) |
Set per employee to define or override the chargeability target at the individual level. Individual values are preserved when a category-level default is applied — the employee will be skipped in any bulk update. |