When creating reports with Statutory Reporter, there are three tasks:
1. Group the Accounts
In this task, you'll be allocating your accounts to Account Groups (AU) or Tax Account Groups (NZ). This lets you control which account balances display in each section of the financial statement and which balance sheet notes to include in the report by default.
If you're using an MYOB standard chart of accounts, most of the allocation is done for you, but you may want to change where a balance is displayed.
Statutory Reporter remembers any changes made to the account groups, so that you don't need to make the same change in subsequent years for this client.
2. Personalise reports
In this task, you'll enter any non-transaction data to be included in your client's reports. You may also want to modify the style or display of the report and apply rounding.
Statutory Reporter will remember any changes made to the non-transaction data and report options, so that you won't need to make the same change in subsequent years for this client.
3. Print financial statements
In this task, you'll choose which reports you want to preview and print.
After all accounts have been allocated to an account group and any non-transaction data has been entered, in subsequent years all you'll need to do in this stage is print the reports.
When you're ready to begin, click Create my Reports below.
If you have configured a MAS, AE Accounts or AO Classic general ledger...
Use the reporting module within your general ledger software to produce reports.
Open the client record and go to the Client Accounting > Workpapers tab.
Check the Ledger type in the Configured Ledger Details table.
If the Ledger type is MAS, AE Accounts or AO Classic General Ledger, the Reports tab will be greyed out. This indicates that you need to use AE Reporter to produce a report.
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Accountants and Partners
AE Assets Live (AU)
AE Assets Live (NZ)
AE Statutory Reporter (AU)
AE Statutory Reporter (NZ)
AE Workpapers (AU)
AO Assets Live (AU)
AO Assets Live (NZ)
AO Statutory Reporter (AU)
AO Workpapers (AU)
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