This support note applies to:
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AE Practice Manager (NZ)
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AE Practice Manager (AU)
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AO Practice Manager (NZ)
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AO Practice Manager (AU)
Article ID: 37282
In MYOB Practice Manager, you can customise your Job Manager homepage(s) and include various filters.
We've created documents to give you some suggestions on how you could customise the homepage.
Choose your product (AE or AO) below to view the attached document(s).
Accountants Enterprise (AE)
The attached PDF document MYOB Job Manager - Setting Up Meaningful Homepages.pdf details some job page filters that you may find useful for different staff within the practice.
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Role
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Suggested filters
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Partners
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Practice view of all jobs
My clients
My review jobs
Assigned jobs
Target date
Jobs flagged as Risk
Jobs due next 5 days
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Managers
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My clients
My review jobs
Jobs flagged as problem
Jobs due next 5 days
Jobs completed in last week
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Staff
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My jobs
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Admin
Staff
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Jobs to be invoiced
Jobs where Books not received info
Filtering on certain types of assignments
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Accountants Office (AO)
The attached PDF document, MYOB AO Job Page Filtering Suggestions.pdf, details some job page filters that you may find useful.
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Role
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Suggest filters
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Partners
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My Partner clients
My review jobs
Target date
Jobs flagged as Risk
Jobs due next 5 days
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Managers
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Jobs due next 5 days
Jobs completed in last week
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Admin Staff
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Jobs to be invoiced
Jobs where Job In (or Work In) not received info
Filtering for certain job types
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Additional filtering options can be found in MYOB Job Manager - Setting Up Meaningful Homepages.pdf
