Obtaining a report that shows a list of all types of phone numbers and email addresses in AE
This support note applies to:
- AE Tax Manager (NZ)
- AE Practice Manager (NZ)
- AE Practice Manager (AU)
In MYOB Accountants Enterprise (AE), you may wish to generate a report on all Phone or Email types attached to your clients.
As there is currently no report that displays a list of all Phone types in AE, we've put together the following Excel spreadsheets to generate the list for you.
This spreadsheet is designed to provide basic information catering for a broad range of requirements. If changes are needed to the spreadsheet, they may be undertaken as a chargeable service, in the same way as report customisations.
Report | Description |
---|---|
All PhoneTypes.xls | Includes the contact/client name, the phone number type and the number |
All Client Phone Numbers by Client Code by Department showing if client closed.xls | Includes the client code, client name, the phone number type, the number, the department that the client belongs to and if the client is closed, the date it was closed. |
MYOB INTERNAL STAFF ONLY
This spreadsheet is for AE Practice Manager only. For AO refer to KB 36008: Obtaining a report that shows a list of all types of phone numbers and email addresses in AO.