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Practice Manager only

You can customise the bill layout and text that is displayed within a client bill. You can also allocate billing amounts to specific bill paragraphs at whatever level of detail you require. Once the bill amounts have been defined, customise the bill to suit client requirements or practice standards by adding and editing the text which will be displayed in the final bill. All this is done in the Bill Paragraphs window which is opened from the Billing Main page. Ensure that you are in Edit Bill mode (see To edit a draft bill).

This window is the same as Stage Three of the Billing wizard.

Bill Paragraphs window fields and buttons

Fields and Buttons

Description

Formatting toolbar

Use the options on this toolbar to apply formatting to the selected text in the Edit field.

Billing Paragraphs area

This is where you can view the included paragraphs, their order and the amounts allocated against each paragraph as they will be displayed in the bill. Type directly in the Amount and Tax column. Click the Tax Rate column to access a drop-down of the available tax rates.

You can drag the column headings to put them in a different order. The column width can be amended by clicking and dragging the column dividers.

Edit field

The bottom half of the page contains the edit area where you can type text that will be displayed on the bill or make changes to existing billing paragraphs. Select a billing paragraph in the list to display its contents in the edit area. This is where you apply formatting to the bill text.

Right–click menu

The right–click menu contains four options:

  • Field Chooser—From here you can select the columns of information you want to be displayed for each paragraph. Click the option to access the Field Chooser window, then drag fields from the window to the billing paragraphs area to display that field. You can also drag fields from the page to the Field Chooser window if you no longer want them displayed. See Customising a display table (AE).

  • Show/Hide Detail—This is a toggle option. Click to turn on or off the edit area in the bottom half of the page. You can enter text directly in the edit area or make changes to existing paragraphs.

  • Draft Report

  • Preview.

Print Line Detail

The four drop-downs (Time, Disb, Misc and Est) enable you to determine the amount of detail displayed for the various transactions you are billing. For each transaction type you can choose from the following options:

  • Summary—shows one billing paragraph for the total amount being billed.

  • (AE) Group by Assignment—creates a billing paragraph for each assignment being billed, for example you may have one paragraph for personal tax and another for corporate tax.

  • Group by Assignment Type/Group by Job Type—creates a billing paragraph for each assignment (AE)/job (AO) type being billed, for example you may have one paragraph for compliance work (which would include both types of tax from the above example) and another for consultancy services.

  • Group by Code—creates a billing paragraph for each code type being billed, for example you may have one paragraph for meetings and another for administration.

  • Group by Employee—creates a billing paragraph for each employee against whom you are billing for the client.

  • Detailed—creates a billing paragraph for each transaction being billed.

 

The Users Total and Actual (Required) Total amounts in this page must match before you can proceed with billing. If the totals do not match you will see this icon.

This icon disappears once the two totals match. These total fields are read only. You cannot edit the amounts in them. To make the totals match you need to amend the amounts against the individual billing paragraphs.

You can highlight an amount and then double-click it to automatically adjust the selected amount so that it creates the correct total required for the bill.

If you are billing at the client level (that is, from the Bills tab on the client page) this will display as This Client.

In MYOB AE, if you are billing at the assignment level (that is, from the Bills tab on the Assignment Details page) this will display as This Assignment.

Click to access the Posted Bills window from where you can view the billing paragraphs used in previous bills and copy them in the current draft bill. See Copying billing paragraphs from previous bills for more information.

If you are billing at the client level (that is, from the Bills tab on the client page) this will read Other Client.

In MYOB AE, if you are billing at the assignment level (that is, from the Bills tab on the Assignment Details page) this will read Other Assignment.

Click to access the Posted Bills window from where you can view the billing paragraphs used in previous bills and copy them in the current draft bill. See Copying billing paragraphs from previous bills for more information.

Click this button to move the selected billing paragraph line, up the list.

Click this button to move the selected billing paragraph line, down the list.

Click this button to access the Master Paragraphs window. From this window you can drag paragraphs onto the Bill Paragraphs window to add them to the bill. You can amend them if required using the edit field.

If you want to remove your edits (either the text or default amounts), you can click Regenerate to reset the content to the default text and amounts. The Regenerate Print Lines message is displayed. Click Yes to return to the default text for all paragraphs.

Click to add a new empty paragraph. Select the existing paragraph line that you want to precede the new line, then click Add. The new blank line is added below the selected line.

Deletes the selected paragraph.