This support note applies to:
- AO Practice Manager (NZ)
- AO Practice Manager (AU)
- AE Practice Manager (NZ)
- AE Practice Manager (AU)
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.
- In the Find Clients screen, click on the grey area and select Field Chooser
- Double click on 'Billing Parent' to add it as one of column headings.
- At the Tasks > Click Export to Excel to view the report in Excel or the Print to print the report
Refer to Creating new reports and add the fields Client Parent, Client Code and Client Name.