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Article ID: 35188
ARTICLE LAST UPDATED: 31 March 2022 14:03 PM
This knowledge base will help you with printing a 5-year fee report by Client or summarise this information by Partner.
We've updated the following attached reports to include 2022 data:
- Client 5 Year Fee Analysis
- Client 5 Year Fee Analysis by Partner Family Groups
- Partner Summary 5 Year Fee Analysis
We've included the March year-end option for New Zealand clients.
To run the 2022 reports:
- Download and import the reports with the 2022 suffix.
- Run the reports and enter the date range 1/7/2017 to 30/06/2022.
- For March year-end the date range is 1/4/2017 to 31/3/2022.
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.
Year ending 30 June | Year ending 31 March |
---|---|
Client 5 Year Fee Analysis 2021.rpt | Client 5 Year Fee Analysis 2021 March year-end.rpt |
Client 5 Year Fee Analysis by Partner Family Groups 2021.rpt | Client 5 Year Fee Analysis by Partner Family Groups 2021 March Year End.rpt |
Partner Summary 5 Year Fee Analysis 2021.rpt | Partner Summary 5 Year Fee Analysis 2021 March Year End.rpt |
Year ending 30 June | Year ending 31 March |
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Year ending 30 June | Year ending 31 March |
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Year ending 30 June | Year ending 31 March |
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Year ending 30 June | Year ending 31 March |
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Client 5 Year Fee Analysis 2017 March Year End.rpt | |
Year ending 30 June | Year ending 31 March |
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MYOB INTERNAL STAFF ONLY
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.
Year ending 30 June | Year ending 31 March |
---|---|
Client 5 Year Fee Analysis 2015 March Year End.rpt | |