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)
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 pack | Report includes |
---|---|
Additional employee reports | employee 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 1 | 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. |
AE Report pack 2 | 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. |
AO Report pack | Aged WIP, Aged Debtors and Control Reports by Manager as well as Fee Recovery, Employee, Adjustments and additional Debtor Reports |
AE/AO additional pre-billing reports | additional Pre Billing by Code Type and Pre Billing by Group. |
Additional employee reports
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.
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Report Pack 2 was released for 5.2 and can still be used - These reports were originally made available as part of the 2013 Masterclass.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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