Expert Services
On-demand help from MYOB consultants, drawn from a published catalogue. Choose the work you need, when you need it.
Why Expert Services?
Things change. Your team grows, your processes shift, regulations move, and one-off configuration jobs land in someone's lap. Expert Service Points give you direct access to MYOB Exo Business consultants for that work — so it gets done properly, without pulling your team off the day job.
How it works
Each MYOB Care plan includes a monthly allocation of Expert Services points. You choose the work you need from the catalogue, our consulting team delivers it, and points are drawn down as services are used. If your needs grow, you can switch to a Custom Plan at any time.
Monthly points per plan
|
Plan |
Monthly points included |
|
Essential Plan - Tier 1 |
14 points |
| Essential Plan - Tier 2 |
20 points |
| Essential Plan - Tier 3 |
40 points |
|
Custom Plan |
Tailored at point of sale |
Service catalogue
Every item is a defined unit of work with a fixed point cost. Mix and match each month to suit your business.
|
Need |
Service |
What's included |
Points |
|
I would like to configure
|
User menu & Profile setup | 20 | |
| I would like to configure | Email setup and functionality | 14 | |
| I would like some guidance | Help with entering License Codes | 4 | |
| I would like some guidance | Arrange a call with a Consultant | General consulting advice | 8 |
| I would like some guidance | Periodic vs Perpetual Stock Accounting | 14 | |
| I would like some guidance | Stock Valuation | 8 | |
| I would like some guidance | Direct credits | 8 | |
| I would like some guidance | Inwards Goods Costing | 14 | |
| I would like some guidance | BOM - Kits and Builds | 14 | |
| I would like some guidance | Work Orders | 8 | |
| I would like some guidance | Job Cost Basics | 14 | |
| I would like some guidance | Bulk Order/Invoice processing | 14 | |
| I would like some guidance | Debtor Statements | 8 | |
| I would like some guidance | Debtor Ageing | 14 | |
| I would like some guidance | Core Sequence number setups/resets | 14 | |
| I would like some guidance | Forecast based purchasing | 14 | |
| I would like some guidance | Debtors Help | 14 | |
| I would like some guidance | Creditors Help | 14 | |
| I would like some guidance | Stock Help | 14 | |
| I would like some guidance | Bank Rec Help | 14 | |
| I would like some guidance | Invalid Journals | 14 | |
| I would like some guidance | End of Month Reconciliations | 14 | |
| I would like some guidance | GL Trial Balance and Balance Sheets | 14 | |
| I would like some guidance | End of month or year Rollovers | 14 | |
| I would like some guidance | Archiving Transactions-Scoping Only | 8 | |
| I would like a new | Clarity Report - Requirements and Scoping | 8 | |
| I would like a new | Customisation - Requirements and Scoping | 14 | |
| I would like a new | Integration with ISV - Requirements and Scoping | 14 |
How do I request a service?
Submit a request through the customer portal. Our consulting team picks it up, confirms the points value, and gets started.
What happens if a service is more complex than expected?
The points value of each service is fixed. If your situation falls outside the standard scope, we'll flag it before starting and discuss the best way forward — whether that's combining services, moving to a project, or scoping something custom.
Do unused points roll over?
No. Monthly points refresh each month and don't carry over. If you regularly run out, an Expert Service add-on tier is the more cost-effective option.
Can I use Expert Services if I'm not on a MYOB Care Success Plan?
Expert Services is included in every MYOB Care Success Plan. If you're not on a plan, talk to us about the right option for your business.