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Displaying Partnership Distribution in the MAS Profit and Loss Appropriation Statement

This support note applies to:

  • AE Reporter (AU)

Article ID: 28355

In MYOB Accountants Enterprise Reporter (AE Reporter), the Partnership Distribution may not display in the Profit and Loss Appropriation Statement for a Partnership in an AE MAS ledger.

To insert the Partnership Distribution for the Profit and Loss Appropriation Statement format:

  • copy the Beneficiary Distribution formula from a Trust Ledger's Profit and Loss Appropriation Statement

  • paste to a Partnership ledger and

  • make the appropriate changes.

To insert the Partnership Distribution for the Profit and Loss Appropriation Statement format

  1. In a Trust Ledger, go to Reports > Reporter > Design Practice Reports. The Practice - Report Designer window appears displaying all reports available in the left-hand pane.

  2. Click the Formats tab. The Exploring Formats window appears with the available formats displayed in the left-hand pane.

  3. Double-click the Profit and Loss Appropriation Statement format. The format is displayed in the right-hand pane.

  4. Click and drag to select row 14 to 16.

  5. Right-click and copy Copy.

  6. Click Close.

  7. In a Partnership Ledger, go to Reports > Reporter > Design Practice Reports. The Practice - Report Designer window appears displaying all reports available in the left-hand pane.

  8. Click the Formats tab. The Exploring Formats window appears with the available formats displayed in the left-hand pane.

  9. Double-click the Profit and Loss Appropriation Statement format. The format is displayed in the right-hand pane.

  10. Right-click on row 7 and choose Paste.

  11. Click in cell A7. The cell has the formula {IF(DB.#EntityDetails.ClientDetails.Entity="TrustBeneficiariesUnitholders")} distribution.

  12. Enter {IF(DB.#EntityDetails.ClientDetails.Entity="PartnershipPartner'sProprietor's")} distribution and press Enter on your keyboard.

  13. Click Save. The format is saved at practice level.

  14. Click Close.