Twelve month data values

Practice Manager only

The Twelve month data values available are as follows:

WIP Charged, Fees Charged and Write Offs

Reporting cross reference for the WIP Charged, Fees Charges and Write Offs Twelve Month Data values.

You will need to use the same date range selection and filter criteria in the reports as used in the Twelve Month Data homepage to achieve the same result.

12 Month Data value	Report area and sub area	Report field
WIP Charged	WIP and Debt > Control by Client	Is the sum of the three fields: Time Charge $ PTD Disb Charge $ PTD MC Charge $ PTD which displays as: Time + Disb + Misc. Charge in the Summary of WIP Balances section of the MYOB Control Report by Client Company report.
Fees Charged	WIP and Debt > Control by Client	Total Fees $ PTD which displays as Fees in the Summary of WIP Balances section of the MYOB Control Report by Client Company report.
Write Offs	WIP and Debt > Control by Client > MYOB Control Report by Client Company Note that this will total for the Practice.	Total WO $ PTD which displays as Write Offs in the Summary of WIP Balances section of the MYOB Control Report by Client Company report.
Other Control Reports available for download from the MYOB Client Support site are: Control Report by Client Department Control Report by Client Manager Control Report by Client Department Control Report by Client Office.

Receipts

Reporting cross reference for the Receipts Twelve Month Data value.

You will need to use the same date range selection and filter criteria in the reports as used in the Twelve Month Data homepage to achieve the same result.

12 Month Data value

Report area and sub area

Report field

Receipts

Debtors > Debtors Ledger Receipts

Gross
which displays as the Total Gross Amount in the MYOB – Receipts List by Company – ordered by Date report.

Other Receipts Lists reports available for download from the MYOB Client Support site are:

Receipts List by Company – Department – ordered by Date
Receipts List by Company – Office – ordered by Date.

Discounts, Bad Debts and Adjustments

Reporting cross reference for the Discount, Bad Debts and Adjustments Twelve Month Data values.

You will need to use the same date range selection and filter criteria in the reports as used in the Twelve Month Data homepage (AE) / graph (AO) to achieve the same result.

12 Month Data value	Report area and sub area	Report field
Discounts	Debtors > Adjustments	Gross for Transaction Type of Discount which displays as Total for Transaction Type Client Discount in the MYOB Adjustments, Discounts and Bad Debts by Partner report.
Bad Debts	Debtors > Adjustments	Gross for Transaction Type of Bad Debts which displays as Total for Transaction Type Bad Debt in the MYOB Adjustments, Discounts and Bad Debts by Partner report.
Adjustments	Debtors > Adjustments	Gross for Transaction Type of Adjustment which displays as Total for Transaction Type Adjustment in the MYOB Adjustments, Discounts and Bad Debts by Partner report.
Debtors Adjustment reports available for download from the MYOB Client Support site are: Adjustments, Discounts and Bad Debts by Billing company Adjustments, Discounts and Bad Debts by Partner.