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.

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.

This report pack has reports for a number of reporting areas such as Aged WIP, Aged Debtors and Control Reports by Manager as well as Fee Recovery, Employee, Adjustments and additional Debtor Reports.

To download a report, click on the report name link and save the report to a memorable location.

If you wish to download all reports, click MYOB AO Additional Reports (ALL).zip to download the zip file. You'll need to extract the reports from this zip folder before importing into Practice Manager.

For information on how to import additional reports into Practice Manager, the MYOB AO Importing Additional Reports.pdf will step you through the process in detail.

There are 3 additional prebilling reports which can be imported into AE or AO Practice Manager.

1. Pre Billing by Code Type - entries broken down to job/year level
2. Pre Billing by Group - entries grouped by task code instead of by employee
3. Pre Billing by Group - entries grouped by task code instead of by employee and by job/year

The reports available for download are

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.