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Article ID: 35188

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<!--Product families-->
<div style="display: none;" data-swiftype-name="productFamily" data-swiftype-type="enum">Accountants Office Suite</div>
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<div style="display: none;" data-swiftype-name="country" data-swiftype-type="enum">Australia</div>
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<div style="display: none;" data-swiftype-name="productCapability" data-swiftype-type="enum">AO Practice Manager (NZ)</div> 
<div style="display: none;" data-swiftype-name="productCapability" data-swiftype-type="enum">AO Practice Manager (AU)</div> 
<div style="display: none;" data-swiftype-name="productCapability" data-swiftype-type="enum">AE Practice Manager (NZ)</div> 
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ARTICLE LAST UPDATED: 5/05/2017 9:51:00 AM

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titleAE / AO 5 Year Fee report pack

You may wish to print a 5-year fee report by Client or summarise this information by Partner.

MYOB have updated the following attached reports to include 2019 data:

  • Client 5 Year Fee Analysis
  • Client 5 Year Fee Analysis by Partner Family Groups
  • Partner Summary 5 Year Fee Analysis

The 2019 reports include a March year-end option suitable for New Zealand based clients.

 To run the 2019 reports,

  • Download and import the reports with the 2019 suffix. 
  • Run the reports and enter the date range 1/7/2014 to 30/06/2019.
  • For March year-end the date range is 1/4/2014 to 31/3/2019.
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typenote
If you have been using Practice Manager for less than 5 years from the report end date, make sure the start date is your 'go live' date.

To download these reports, choose the relevant year below and click on the report name. Make sure you take note of the location you've saved the reports to as you'll need to know this later during the import process.

Once you've downloaded the reports, follow the steps in the attached MYOB Importing Additional Reports.pdf to import into Practice Manager.

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When importing the reports, select the MYOB Portrait template

If you currently have any of these reports listed under Fees > Debtors Invoices by Client, use the Replace option once you have selected the Import menu. This option overwrites the existing copy.

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title2019
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title2018
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title2017
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title2016
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title2015
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typetip
To successfully export these reports to Excel, first, print the report to screen and then select Export > Excel in the top left-hand corner. Choosing any other export option will result in an error.
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You may wish to print a 5 year fee report by Client or summarise this information by Partner.

MYOB

have updated the following attached reports to include 2019 data:
  • Client 5 Year Fee Analysis
  • Client 5 Year Fee Analysis by Partner Family Groups
  • Partner Summary 5 Year Fee Analysis

The 2019 reports include a March year end option suitable for New Zealand based clients.

 To run the 2019 reports,

  • Download and import the reports with the 2019 suffix. 
  • Run the reports and enter the date range 1/7/2014 to 30/06/2019.
  • For March year end the date range is 1/4/2014 to 31/3/2019.
UI Text Box
typenote
If you have been using Practice Manager for less than 5 years from the report end date, make sure the start date is your 'go live' date.

To download these reports, choose the relevant year below and click on the report name. Make sure you take note of the location you've saved the reports to as you'll need to know this later during the import process.

Once you've downloaded the reports, follow the steps in the attached MYOB Importing Additional Reports.pdf to import into Practice Manager.

UI Text Box
typenote
When importing the reports, select the MYOB Portrait template

If you currently have any of these reports listed under Fees > Debtors Invoices by Client, use the Replace option once you have selected the Import menu. This option overwrites the existing copy.

UI Expand
title2019
Year ending 30 JuneYear ending 31 March
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title2018
Year ending 30 JuneYear ending 31 March
Client 5 Year Fee Analysis 2018 March Year End.rpt
Client 5 Year Fee Analysis by Partner Family Groups 2018 March Year End.rpt
Partner Summary 5 Year Fee Analysis 2018.rpt
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title2017
Year ending 30 JuneYear ending 31 March
Client 5 Year Fee Analysis 2017 March Year End.rpt 
UI Expand
title2016
Year ending 30 JuneYear ending 31 March
UI Expand
title2015
Year ending 30 JuneYear ending 31 March
Client 5 Year Fee Analysis 2015 March Year End.rpt 
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typetip
To successfully export these reports to Excel, first print the report to screen and then select Export > Excel in the top left-hand corner. Choosing any other export option will result in an error.
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MYOB INTERNAL STAFF ONLY

Compatible with version 5.0 and above

The reports and documentation are saved to X:\Products\Solution6\Viztopia\5 Year Fee Reports

Reports for 2012, 2013 and 2014 are archived here too.

 

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