This support note applies to:
- AE Practice Manager (NZ)
- AE Practice Manager (AU)
- AO Practice Manager (NZ)
- 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.
| Role | Suggested filters |
|---|
| Partners | Practice view of all jobs My clients My review jobs Assigned jobs Target date Jobs flagged as Risk Jobs due next 5 days |
| Managers | My clients My review jobs Jobs flagged as problem Jobs due next 5 days Jobs completed in last week |
| Staff | My jobs |
| Admin Staff | Jobs to be invoiced Jobs where Books not received info Filtering on certain types of assignments |
Accountants Office (AO)
The attached PDF document, MYOB AO Job Page Filtering Suggestions.pdf, details some job page filters that you may find useful.
| Role | Suggest filters |
|---|
| Partners | My Partner clients My review jobs Target date Jobs flagged as Risk Jobs due next 5 days |
| Managers | Jobs due next 5 days Jobs completed in last week |
| Admin Staff | Jobs to be invoiced Jobs where Job In (or Work In) not received info Filtering for certain job types |
Additional filtering options can be found in MYOB Job Manager - Setting Up Meaningful Homepages.pdf
