Viewing standing orders and draft bills

Practice Manager only

The Standing Order and Draft Bills page is automatically displayed when you launch MYOB AE/AO if:

• you have sufficient authorisation and posting rights.

• there are draft bills or standing orders ready for authorisation (AE) and/or posting.

Standing orders are template bills which are configured to be generated for particular clients (including automatic posting) at a pre-defined frequency.

You can view the window at any time, by selecting Billing > Standing Order from the toolbar.

The Standing Order and Draft Bills page enables you to view the current bills in the system at a glance. You can:

• view the details for a standing order.

• change the details of a standing order.

• create a new standing order. You can use an existing client bill to create a template that will automatically generate a new bill for particular clients at a set time.

• click a number in the Draft No. column to open the Billing Main page for the selected bill.

  

  Draft bills are locked when they are being edited. If another user is editing the same draft bill you want to view, you can only open the draft bill in View Bill mode. If you need to edit a locked draft bill, see Editing and unlocking draft bills.

• Click a client name to open the Client page > Bills tab.

• Click an employee name to open their Employee Details page.

• Generate a Draft Bill Report for the selected bill by clicking Report on the TASKS bar.

• Preview the selected bill by clicking Preview on the TASKS bar.

You can change how the draft bills are listed in the Standing Orders and Draft Bills pages by grouping and sorting. You can also click the column headings to sort by that row.