Practice Manager only

You can apply a miscellaneous charge to any client assignment (AE) / job (AO), whether it has billable WIP against it or not. A miscellaneous charge can be added at the time of billing from the Bill Amounts window.

In MYOB AE, you can also create them prior to billing from the Assignment Details page > Misc/Est tab for the relevant client.

To add a miscellaneous charge from the Assignment Details page (AE)

1. Open the Client page > Assignments tab.

See

Finding and opening assignments

.

1. Double-click the relevant assignment.

The

Assignment Details

page opens for the selected assignment.

1. Click the Misc/Est tab.

2. Click the first blank line at the top of the table.

The

Code Type

,

Employee

,

Date

 and

Authorisation

 fields are automatically filled.

1. Change the default Date, if required.

Enter the date in the format dd/mm/yyyy or select it from the drop-down calendar.

1. Enter an amount to be billed in the Charge field.

2. Enter the cost to the practice in the Cost field.

3. Select the required Code from the drop-down.

1. Enter any internal notes in the Comments field.

2. Click anywhere outside the line to save it or press [Enter].

The new charge is moved to the area below.

1. Click Submit 

   

   .

The charge is now ready for authorisation and posting.
If you have permission to do this, click Authorise then Post Now.
The charge is displayed in the Bill Amounts window in the Posted WIP field.

To add a miscellaneous charge during billing

1. Create a draft bill for the client or assignment/job you want to bill.

See

Creating bills for clients using the Billing Wizard

.

1. Open the Bill Amounts window.

This can be done in one of two ways:

• Clicking Bill Amounts,  on the Billing Main page.

• Working through the Billing Wizard.

Ensure that you are in the

Edit Bill

 mode (see

To edit a draft bill

).

1. Click Create a Miscellaneous Charge  on the Bill Amounts window toolbar.

The

Select Client Assignment/Select Client Job

window opens.

1. Select the assignment/job to record the charge against from the list.

If you require an assignment/job that is not listed, click

Find

 to open the

Find Assignment/Find Jobs

 window. From here you can search for any client assignment/job in the system.

1. Click Add.

This will add the selected assignment/job and close the

Select Client Assignment/Select Client Job

window.

The

Create new billing charge

window opens.

1. Select the required Transaction Date. 

This defaults to today’s date. The date can be changed by entering a date in the format dd/mm/yyyy or selecting it from the drop-down calendar.

1. Select the required Type from the drop-down.

1. Enter the amount to be charged in the Amount field.

1. Enter any internal notes to explain the reason for the charge in the Notes field.

1. Click OK.

The

Create new billing charge

window closes.

1. Click Close.

The Select Client Assignment/Select Client Job window closes.
The charge is displayed in the Bill Amounts page in the Write-On (Off) field in brackets, e.g., (200.00). The bill total increases to reflect the new charge. To view the miscellaneous charge in the Bill Amounts page, drill down through client/assignment/job or group the items by Code Type to show miscellaneous charges as their own item.

Related topics

Using miscellaneous charges in billing

Billing

Creating bills for clients using the Billing Wizard

The Bill Amounts window

Modifying a bill

Credit notes