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Article ID: 31935938
ARTICLE LAST UPDATED: 26 August 2019 11:08 AM
The attached report packs contain additional reports you can import into your database and use. The reports include Prebilling reports as well as 5-year fee reports which are updated each year.
New employee reports for the 2019 financial year
You may wish to print employee reports broken down by month within a financial year.
MYOB have released the following four (4) reports to include monthly data for 2019:
- Employee chargeable hours per client per month
- Employee chargeable hours per month
- Employee Lost time hours per month year
- Employee non-chargeable hours excluding lost time per month
In this pack, we've also included:
- Employee Productivity PTD and YTD including Billings and Write-offs
MYOB AE AO Practice Manager Additional Employee Reports - Pack 1.pdf displays examples of the reports. Review this guide to help you decide which reports you'd like to import.
The 2019 reports include a March year-end option suitable for New Zealand based clients.
To run the 2019 reports,
- Download, extract and import the reports with the 2019 suffix.
- Run the reports and enter the date range 1/7/2018 to 30/06/2019.
- For March year-end, the date range is 1/4/2018 to 31/3/2019.
To download these reports, choose the relevant year below and click on the filename. 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.
Year ending 30 June | Year ending 31 March |
---|---|
Report packs
Review the guides to see which reports you would like to use and then import the reports using the instructions provided.
Once imported, start using them and adding them to your Report Favourites if they are a report you would like to use on a regular basis.
Reports can only be imported one at a time.
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 provides 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.
Report Area | Sub Category | Report Name | Orientation/Template |
---|---|---|---|
Debtors | Adjustments | Landscape | |
Debtors | Adjustments | Landscape | |
Debtors | Aged debtors | Landscape | |
Debtors | Aged debtors | Landscape | |
Employee | Employee productivity | Landscape | |
Fees | Debtors invoices by job | Portrait | |
Fees | Fee recovery by client | Portrait | |
Fees | Fee recovery by employee | Portrait | |
Fees | Fee recovery by job | Portrait | |
Maintenance | Charge rate | Portrait | |
Time | Missing timesheet | Landscape | |
WIP | Aged WIP by client | Landscape | |
WIP | Aged WIP by client | Landscape | |
WIP | Current WIP by client | Unbilled WIP by Family Group by Employee Summarised | Portrait |
WIP | WIP history by client | All WIP Transactions By Partner with Comments | Landscape |
WIP and Debt | Control by client | Portrait | |
WIP and Debt | Control by client | Control Report by Client Manager | Portrait |
WIP and Debt | Control by client | Debtors Summary of Activity | Landscape |
WIP and Debt | Control by client | Debtors Summary by Parent | Landscape |
WIP and Debt | Client summary | Client Summary by Manager | Landscape |
There are 3 additional prebilling reports which can be imported into AE or AO Practice Manager.
- Pre Billing by Code Type - entries are broken down to job/year level
- Pre Billing by Group - entries grouped by task code instead of by employee
- Pre Billing by Group - entries grouped by task code instead of by employee and by job/year
- Open MYOB and click the drop-down arrow on Reports and select Report Import & Export. The Report Export & Import tab opens.
Navigate to the report you want to backup by expanding the relevant reporting area and highlighting the subcategory. The reports available for this subcategory are displayed in the right-hand pane.
Prebilling reports are found in:
- Fees > Pre billing by assignment/employee - for the pre-billing by code reports
- Fees > Pre billing by group - for the pre-billing by group reports
- Select the report to be backed up and click Export. The Export Report window opens.
Browse to and select the required location and click Save. The message "Export Complete" appears.
MYOB recommends you specify one central location for your reports so they can be easily restored should the need arise.- Click OK. The backup is complete.
- Open MYOB AE/AO and click the drop-down arrow on Reports and select Report Export & Import. The Report Export & Import tab opens.
Select the reporting area by clicking [+] next to Fees and the selecting either:
- Fees > Pre billing by assignment/employee - for the pre-billing by code reports
- Fees > Pre billing by group - for the pre-billing by group reports
The Replace button becomes available.
- Click Replace. The Replace Report window opens.
- Browse to the location containing the report/s, highlight the required report and click Open. The message 'Replace successful' appears.
- Click OK to complete the process.
The reports available for download are
Zip file | Contains |
---|---|
Pre Billing by Group - entries grouped by task code instead of by employee | |
Pre Billing by Group - entries grouped by task code instead of by employee and by job/year Pre Billing by Code Type - entries are broken down to job/year level | |
Pre Billing by Code Type and Pre Billing by Group original MYOB masters. These can be used to replace the reports should you later decide that the additional versions don't meet your requirements. |
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.
Year ending 30 June | Year ending 31 March |
---|---|
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 | |
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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