Page tree


 

 

For each client in MYOB Practice that’s linked to an MYOB Essentials file you can specify how frequently you want to prepare coding reports for their file, their preferred file format (PDF or Excel) and other report settings.


Report frequency

For some clients you might want to send them a monthly coding report, while for others, a quarterly report will do. Setting each client’s reporting frequency enables you to filter the Transaction processing page to show just the clients with a specific frequency. This can save you lots of time when selecting the clients you want to prepare a report for.

To filter the Transaction processing page based on coding report frequency, click Filter on the Transaction processing page and select the Coding Report Frequencies to display. The page updates to show just the files and clients with the frequencies that are selected.

 

Report format and other options

Set the client’s report format and layout preferences, so you don’t need to manually select these when preparing their reports. This is handy when generating a batch of coding reports - just select all the clients you want to prepare a report for, and their individual preferences will be used to generate the reports.

If you don’t specify report preferences for a client, you can choose the report format when generating their report, but those settings won’t be saved for the client.

Delivery preferences 

If the client has access to a portal, you can choose to send coding reports to them as tasks. All bulk task assignees who’ve been set up in the client’s portal will receive an email letting them know that a report is available to review, and they can access it by logging into the portal. 

If the client doesn’t have access to a portal, you can email the report to your client, or have it sent to you. If the report is sent to you, you’ll receive an email when it’s ready to download. 

 

 

To set up coding report preferences

Before you can set up report preferences for a client, they need to appear in the Contact list in MYOB Practice and be linked to their MYOB Essentials file. It takes just a few clicks to set this up. See Link an online file to a client for more information.

  1. Click All clients at the top left of the page.
  2. In the Contact list, select a client you want to edit settings for.
  3. In the Client details section, click Settings.
    If you select a client in the client sidebar, you can access their settings quickly by clicking the cog icon at the top right of the page.
  4. If you’ve never set up coding report preferences for the client, click Set up preferences. If you’re changing existing preferences, click Edit.



  5. Select the reporting frequency for the client.



    ‘None’ indicates you don’t have a preferred reporting frequency for the client. You can still select the client on the Transaction processing page to create a coding report.

  6. Select the report format. If the report will be printed, we suggest using the PDF format.

    If you select PDF, you can:
    1. select the page orientation, either Portrait or Landscape.
    2. give your clients more room to write their notes in, by selecting the Double row height option.

  7. Select if you want to add the optional columns.
    For example, if you’ve added notes or questions in the transaction in MYOB Essentials that you want the client to review, select the Notes column.
    If you're generating a PDF with the portrait orientation, you can only show/hide the Allocated to column.

  8. Select if you want to include allocated transactions in the report. This might be useful if you’ve entered notes against allocated transactions in MYOB Essentials that you need further information or source documents for.

  9. Delivery preference: Select how you want to deliver the report:

    • If the client has access to a portal, you can send their coding reports as tasks to complete. They’ll receive an email explaining how to access the report via their portal.

    • If the client doesn’t have access to a portal, you can email the report to the client. The email has a unique link that will enable them to download the report.

      The most secure way to send coding reports to your clients is as a portal task. We recommend using tasks as the delivery method, as it keeps communication and feedback between you and your clients private.
      If you choose to email coding reports to your clients, note that the report link will be valid for 7 days. The link is not password protected, so your clients should only share the link with trusted recipients, and we don't recommend they access the report while using a public computer or open network.

    • If you want to manually email or print the report for the client, select to have the report sent to “you”, that is, whoever generates the report. When the report is ready, an email will be sent to the staff member who generated the report, with a link to download the report.

  10. Click Save.
    When you generate a coding report for the client, these preferences will be applied to the client’s report.

 
Related topics