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To identify the clients who are considered as debtors you can:

  • Run an aged debtors report

  • View a list of debtors with Aged Debt.

To run an aged debtors report
  1. Select Debtors Reports > Aged Debtors from the AO-GS-Button-Debtors.png menu. The Reports window opens, listing the available aged debt reports.
  2. Select the report you are interested in and click Run.
To view a list of aged debts
  1. Click AO-GS-Button-PracticeKPI.png. The Practice Manager page opens.
  2. Select Partner/Manager from the drop-down at Select the Practice Manager view. By default the Aged Debt graph is set to display entries for Client Partner for your employee name.
    If you are a manager:
    1. Right-click the Aged Debt graph. A pop up menu opens.
    2. Select Client Manager.
    3. Select Save homepage on the Tasks bar to save this setting.
    If you want to view all clients:
    1. Right-click the Aged Debt graph. A pop up menu opens.
    2. Select Practice.
    3. Select Save homepage on the Tasks bar to save this setting.
  3. Double-click the Aged Debt graph. The Aged Debt page opens listing clients with aged debt. The clients listed will depend on whether you clicked:
    • The white area surrounding the Aged Debt graph to list all clients with aged debt, or

    • An age band column in the graph to list clients that have aged debt in that age band.

      If you want to open the debtors ledger for a listed client:
      1. Click the hyperlink Client name. The Client page opens.
      2. Click Debtors ledger in the Tasks bar.

 
Related topics
 
practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

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  Using MYOB AO

  Clients

  Recording time & disbursements

  Using Jobs

  Bills

  Debtors

  Reporting

 

  Tax Australia

  Tax Manager (NZ)

  Administration

  Maintenance

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