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Practice Manager report packs/additional reports

This support note applies to:

  • AO Practice Manager (NZ)
  • AO Practice Manager (AU)
  • AE Practice Manager (NZ)
  • AE Practice Manager (AU)
Article ID: 31935938

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.

Summary of additional report packs

If you're looking for a 5-year fee report by Client or Partner, see Printing 5 year fee reports for clients and/or partners (Updated to 2023).

Report packReport includes
Additional employee reportsemployee data broken down by month within a financial year. This is updated each year for March year-end (New Zealand clients) and June year-end (Australian clients).
AE Report pack 1additional 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.
AE Report pack 2WIP & 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.
AO Report packAged WIP, Aged Debtors and Control Reports by Manager as well as Fee Recovery, Employee, Adjustments and additional Debtor Reports
AE/AO additional pre-billing reportsadditional Pre Billing by Code Type and Pre Billing by Group.

 

Additional employee reports

Additional Employee Reports 2021 - Pack 1

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 2021:

  • 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.

To run the 2021 reports,

  • Download, extract and import the reports with the 2021 suffix. 
  • Run the reports and enter the date range 1/7/2020 to 30/06/2021.
  • For March year-end, the date range is 1/4/2020 to 31/3/2021.

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.

When importing the reports, select the MYOB Landscape template
Year ending 30 JuneYear ending 31 March
Additional Employee Reports 2020 - Pack 1

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 2020:

  • 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.

To run the 2020 reports,

  • Download, extract and import the reports with the 2020 suffix. 
  • Run the reports and enter the date range 1/7/2019 to 30/06/2020.
  • For March year-end, the date range is 1/4/2019 to 31/3/2020.

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.

When importing the reports, select the MYOB Landscape template
Year ending 30 JuneYear 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.

AE Report Pack 1

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:

AE Report Pack 2

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:

AO Report Pack

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

Adjustments, Discounts, and Bad Debts by Billing Company

Landscape

Debtors

Adjustments

Adjustments, Discounts, and Bad Debts by Partner

Landscape

Debtors

Aged debtors

Aged Debtor by Company - Manager Detailed

Landscape

Debtors

Aged debtors

Aged Debtor By Partner - Family Groups

Landscape

Employee

Employee productivity

Employee Productivity by Total Hours - Lost Time

Landscape

Fees

Debtors invoices by job

Debtors Invoices by Billing Company, Code Type Summarised

Portrait

Fees

Fee recovery by client

Fee Recovery by Billing Company - Partner

Portrait

Fees

Fee recovery by employee

Fee Recovery by Employee by Client

Portrait

Fees

Fee recovery by job

Fee recovery by partner by job

Portrait

Maintenance

Charge rate

Employee Current Charge Rates (modified)

Portrait

Time

Missing timesheet

Landscape

WIP

Aged WIP by client

Aged WIP by Manager

Landscape

WIP

Aged WIP by client

Aged WIP By Client Partner

Landscape

WIPCurrent WIP by clientUnbilled WIP by Family Group by Employee SummarisedPortrait
WIPWIP history by clientAll WIP Transactions By Partner with CommentsLandscape
WIP and DebtControl by client

Control Report by Client Partner

Portrait
WIP and DebtControl by clientControl Report by Client ManagerPortrait
WIP and DebtControl by clientDebtors Summary of ActivityLandscape
WIP and DebtControl by clientDebtors Summary by ParentLandscape
WIP and DebtClient summaryClient Summary by Manager

Landscape

AE/AO Additional Prebilling Reports

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

  1. Pre Billing by Code Type - entries are 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
If you have modified any of our MYOB master pre-billing reports or are not sure if they have been modified, please export them before replacing them with any of the new reports. If you later decide you want to revert back to the original version, they can be restored by replacing the current version of the report.
To export a report to create a back up copy
  1. Open MYOB and click the drop-down arrow on Reports and select Report Import & Export. The Report Export & Import tab opens.
  2. 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
  3. Select the report to be backed up and click Export. The Export Report window opens.
  4. 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.
  5. Click OK. The backup is complete.
To replace the Pre Billing reports
  1. Open MYOB AE/AO and click the drop-down arrow on Reports and select Report Export & Import. The Report Export & Import tab opens.
  2. 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.

  3. Click Replace. The Replace Report window opens.
  4. Browse to the location containing the report/s, highlight the required report and click Open. The message 'Replace successful' appears.
  5. Click OK to complete the process.

 

The reports available for download are

Report fileContains

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.

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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