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Creating a Client list report with Billing parent

This support note applies to:

  • AO Practice Manager (NZ)

  • AO Practice Manager (AU)

  • AE Practice Manager (NZ)

  • AE Practice Manager (AU)

Article ID: 30190214

In MYOB Practice Manager you may need to run a client list report with their billing parent or parent client. You can do this in 2 ways.

From Find Clients window

  1. In the Find Clients screen, click on the grey area and select Field Chooser
    fieldchooser.png

  2. Double click on 'Billing Parent' to add it as one of column headings.

    billingparent.png columnheading.png

  3. At the Tasks > Click Export to Excel exportoexcel.PNG to view the report in Excel or the Print printer.PNG to print the report

Creating a new report

Refer to and add the fields Client Parent, Client Code and Client Name.