Understanding MYOB Acumatica’s Modern UI

MYOB Acumatica Tips and Tricks #2

Monday July 29th, 2019 MYOB Acumatica

MYOB Acumatica continues to evolve to meet the expectations of larger, more complex organisations. Although known for its usability and user-friendly interface, the 2025 R2 release of MYOB Acumatica includes one of the most significant changes in recent years – the introduction of the Modern User Interface (Modern UI). The previous update to MYOB Acumatica’s UI was in 2019.

This will impact how users interact with MYOB Acumatica, how efficiently they can work, and how the system can adapt to future requirements.

Why MYOB Acumatica Needs the Modern UI

MYOB Acumatica is being continually developed and upgraded to better meet the evolving needs of larger, more complex organisations across Australia and New Zealand. The UI and usability of MYOB Acumatica is just as critical to its long-term suitability as its core functionality.

Furthermore, the opportunity to improve the UI was also an opportunity for Acumatica developers to remove dependencies on legacy ASPX UI architecture, and refocus the platform to HTML, TypeScript, and modern web services. This creates a sustainable foundation for ongoing innovation and supportability, while also improving performance and processing speed. The Modern UI reduces page reloads, especially on complex screens or when working with large data sets.

Key Improvements in the Modern UI

The Modern UI will change and improve the way you interact with MYOB Acumatica in your day-to-day workflows. It is important to understand the specific areas that will be different after you upgrade. The Modern UI upgrade is a sweeping change across the entire platform.

Changes in UI Elements

Screen layouts will be more responsive across different screen sizes and devices, a significant improvement for mobile and tablet usability.
Screen layouts are generally cleaner and easier to navigate. Related fields are grouped together in a more streamlined, visually friendly way.

These screenshots compare the Modern and Classic UIs on the Sales Order Screen on a mobile device.

Classic

Modern UI

Tips for using the Modern UI:

Reorder tabs so frequently used information appears first.
Collapse rarely used field groups to keep screens focused.
Use links on lookup fields to jump directly to related records instead of opening separate searches.

Improved Filtering and Quick Filters

Quick Filters for simple and fast filtering in the header section. Quick Filters also include the ability to sort rows by values in the selected fields.
Redesigned filter area, including drag and drop reordering of filter buttons.
New Advanced Filter builder, with a clear and easy visualiser to see how different rules interact to display your data.

This screenshot shows the Modern UI Quick Filter dropdown menu. Access these menus by clicking on the quick filter button in the filter area.

Modern UI Quick Filter dropdown menu of Sales order screen of Acumatica

This screenshot shows the new Advanced Filtering display, including the visual hierarchies and groupings of filter options.

New Advanced Filtering display of Sales order Screen of Acumatica

Tips for using the Modern UI:

Use the shortcut Shift + F on a cell to quickly filter by its value.
Save and Favourite filters that you use regularly.
Advanced filters could replace some Generic Inquiries for everyday tasks.

User-Personalised Forms and Screens

Create a uniquely personalised screen view to best fit your requirements.
Hide tabs, table columns, and groups of fields with a click.
Administrators can apply site‑wide configurations where standardisation is required.
Administrators can also easily create user-defined fields directly within a form.

This screenshot shows your option to hide and unhide specific tabs. To reorder a tab, click and hold the tab name and then drag it to the desired position

Option to hide and unhide specific tabs for Invoices screen on Acumatica

Clicking the settings button in the top left of a table opens the Column Configurator, which you can use to add or remove visible columns, reorder columns, and change any column’s width.

Contents of settings button on the Invoices screen of Acumatica

Tips for using the Modern UI:

Hide never-used columns to avoid clutter.
Click and drag columns and tabs to reorder them to fit your workflow

Modern Dashboards and Data Analysis

Sleeker design and faster performance from Modern UI-built dashboards and widgets.
Visually cleaner and reworked design mode, to simplify dashboard and widget configuration.
Widgets snap to grids in the dashboard editor.
Redesign of how Generic Inquiries are represented in pivot tables.

This screenshot shows the new design mode of the dashboard editor in the Modern UI.

New design mode of the dashboard editor in the Modern UI of Acumatica

Other improvements in MYOB Acumatica 2025 R2

MYOB Acumatica 2025 R2 is a major release with a range of improvements across the entire platform:

Artificial Intelligence (AI) anomaly detection for Manufacturing orders and a cross-sell assistant for Inventory and Order Management
New designs of the Production Order View and Production Schedule Board screens help you spot delays earlier and better understand dependencies in Manufacturing workflows.
New order orchestration features automatically select the best warehouse(s) from which to fulfil sales orders, based on your pre-selected fulfilment strategy.
New project status that changes completed projects to read-only and removes them from transactional processing, while preserving data for historical reporting.

How to upgrade to MYOB Acumatica 2025 R2

MYOB Acumatica 2025 R2 is a major release, and you will upgrade to this version (or the latest eligible major release) during your next scheduled upgrade window. The classic UI is planned for removal in the 2026 R2 upgrade. It is far better to plan ahead, upgrade, and take advantage of the benefits of the Modern UI before the pressure to upgrade to 2026 R2 builds. For information about when you are scheduled to upgrade, please contact our friendly upgrades team by emailing acumatica.upgrades@kilimanjaro-consulting.com or calling 1300 857 464 (AU) or 0800 436 774 (NZ).

Modern UI is a platform change that improves performance and usability. These changes also futureproof your system on modern cloud-based architecture and prepare for the continued introduction of new technology. Data, business logic, and workflows will remain unchanged as you upgrade to the Modern UI. The upgrade will not change your core ERP processes, but it does require planning for customisations.

Our team can make adjustments when requested to maintain the effectiveness of your existing customisations. You will have the opportunity to test everything in a sandbox before the final migration is applied. The Modern UI may supersede existing customisations in your site, which can reduce maintenance in future upgrades.

Interested in other ways to optimise MYOB Acumatica?

Check out our handy MYOB Acumatica Tips and Tricks blogs here:

MYOB Acumatica Ultimate Compilation of Tips and Tricks eBook

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New Tips and Tricks from the Latest Version

MYOB Acumatica is always being developed and updated to meet the evolving requirements of larger, more complex organisations. Discover what is coming in the next MYOB Acumatica Release and how you can use these exciting new features to improve efficiency in your business. Our team can support your upgrade process and ensure your customisations and integrations remain stable on the latest version.

Next steps

If you have any questions about the Modern UI or MYOB Acumatica 2025 R2, please contact our team. Email acumatica.support@kilimanjaro-consulting.comor call 1300 857 464(AU) or 0800 436 774(NZ).