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.

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.