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Article ID: 30185105
ARTICLE LAST UPDATED: 01 November 2018 17:11 PM
The attached report packs contains some additional reports that you may not have which can be imported into your database. You can look at the guides to see which reports you would like to use and then import the reports using the import instructions provided.
Once the reports are imported, you can start using the reports and adding them into your Report Favourites if they are a report you would like to use on a regular basis.
This Report Pack includes a number of reports that you can import into your database; namely additional Aged Debtor, Client Summary, Aged WIP and Control Reports reports by Manager, Office and Department. There are also Adjustment, Receipts, Fee recovery reports as well as some Employee reports.
Attached are:
- MYOB AE PM 5.0 Additional Report Pack.zip contains the reports which you will need to extract;
- Additional Smart Reports Guide.pdf displays examples of the reports and correct orientation/template to select when importing. Review this guide to help you decide which of the reports you want to use and import;
- Importing Additional Reports.pdf - use these instructions to import reports.
Reports can only be imported one at a time.
This report pack includes WIP & Debtor reports by Family Group as well as Average Hourly Rate reports, Bank Deposit Slip and Receipt reports along with Fee Recovery by Employee by Client, Invoice Write off reports and additional Debtor reports.
Attached are:
- MYOB AE PM 5.2 Additional Report Pack.zip contains the reports which you will need to extract;
- The Additional Reports Guide.pdf displays examples of the reports and correct orientation/template to select when importing. Review this guide to help you decide which of the reports you want to use and import;
- The Importing Additional Reports.pdf - use these instructions to import reports.
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 2018 data:
- Client 5 Year Fee Analysis
- Client 5 Year Fee Analysis by Partner Family Groups
- Partner Summary 5 Year Fee Analysis
The 2018 reports include a March year end option suitable for New Zealand based clients. To run the 2018 reports, download and import the reports with the 2018 suffix. Then when running the reports enter the date range 1/7/2013 to 30/06/2018. For March year end the date range is 1/4/2013 to 31/3/2018.
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.
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.
Year ending 30 June | Year ending 31 March |
---|---|
Client 5 Year Fee Analysis 2017 March Year End.rpt | |
Year ending 30 June | Year ending 31 March |
---|---|
Year ending 30 June | Year ending 31 March |
---|---|
Client 5 Year Fee Analysis 2015 March Year End.rpt | |
Reports can only be imported one at a time.
MYOB INTERNAL STAFF ONLY
Report Pack 1 was released for 5.0 & 5.1 and can still be used - Attachments can be found in X:\Products\Solution6\Viztopia\5.0 Additional Report Pack
Report Pack 2 was released for 5.2 and can still be used - These reports were originally made available as part of the 2013 Masterclass. Attachments can be found in X:\Products\Solution6\Viztopia\5.2 Additional Report Pack
5 year Fee reports - 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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