Practice Manager report packs/additional reports

You may wish to print employee reports broken down by month within a financial year.

MYOB have released the following four (4) reports to include monthly data for 2021:

• Employee chargeable hours per client per month

• Employee chargeable hours per month

• Employee Lost time hours per month year

• Employee non-chargeable hours excluding lost time per month

In this pack, we've also included:

• Employee Productivity PTD and YTD including Billings and Write-offs

MYOB AE AO Practice Manager Additional Employee Reports – Pack 1.pdf displays examples of the reports.  Review this guide to help you decide which reports you'd like to import.

To run the 2021 reports,

• Download, extract and import the reports with the 2021 suffix. 

• Run the reports and enter the date range 1/7/2020 to 30/06/2021.

• For March year-end, the date range is 1/4/2020 to 31/3/2021.

To download these reports, choose the relevant year below and click on the filename. Make sure you take note of the location you've saved the reports to as you'll need to know this later during the import process.

Once you've downloaded the reports, follow the steps in the attached MYOB Importing Additional Reports.pdf to import into Practice Manager.

When importing the reports, select the MYOB Landscape template

You may wish to print employee reports broken down by month within a financial year.

MYOB have released the following four (4) reports to include monthly data for 2020:

• Employee chargeable hours per client per month

• Employee chargeable hours per month

• Employee Lost time hours per month year

• Employee non-chargeable hours excluding lost time per month

In this pack, we've also included:

• Employee Productivity PTD and YTD including Billings and Write-offs

MYOB AE AO Practice Manager Additional Employee Reports – Pack 1 (1).pdf displays examples of the reports.  Review this guide to help you decide which reports you'd like to import.

To run the 2020 reports,

• Download, extract and import the reports with the 2020 suffix. 

• Run the reports and enter the date range 1/7/2019 to 30/06/2020.

• For March year-end, the date range is 1/4/2019 to 31/3/2020.

To download these reports, choose the relevant year below and click on the filename. Make sure you take note of the location you've saved the reports to as you'll need to know this later during the import process.

Once you've downloaded the reports, follow the steps in the attached MYOB Importing Additional Reports (1).pdf to import into Practice Manager.

When importing the reports, select the MYOB Landscape template

This Report Pack includes a number of reports that you can import into your database; namely additional Aged Debtor, Client Summary, Aged WIP and Control Reports reports by Manager, Office and Department. There are also Adjustment, Receipts, Fee recovery reports as well as some Employee reports.

Attached are:

• MYOB_AE_PM_5_0 Additional Report Pack.zip contains the reports that you will need to extract;

• MYOB_AE_PM_5_0 Additional Report Guide.pdf displays examples of the reports and the correct orientation/template to select when importing.  Review this guide to help you decide which of the reports you want to use and import;

• MYOB AE_PM_5_0 Importing Additional Reports.pdf - use these instructions to import reports.

This report pack includes WIP & Debtor reports by Family Group as well as Average Hourly Rate reports, Bank Deposit Slip and Receipt reports along with Fee Recovery by Employee by Client, Invoice Write off reports and additional Debtor reports.

Attached are:

• MYOB AE PM 5.2 Additional Report Pack.zip contains the reports which you will need to extract;

• The MYOB AE PM 5.2 Additional Report Guide.pdf displays examples of the reports and correct orientation/template to select when importing.  Review this guide to help you decide which of the reports you want to use and import;

• The MYOB AE_PM_5_0 Importing Additional Reports.pdf - use these instructions to import reports.

This report pack provides reports for a number of reporting areas such as Aged WIP, Aged Debtors and Control Reports by Manager as well as Fee Recovery, Employee, Adjustments and additional Debtor Reports.

To download a report, click on the report name link and save the report to a memorable location.

If you wish to download all reports, click MYOB AO Additional Reports (ALL).zip to download the zip file. You'll need to extract the reports from this zip folder before importing into Practice Manager.

For information on how to import additional reports into Practice Manager, the MYOB AO Importing Additional Reports.pdf will step you through the process in detail.

There are 3 additional prebilling reports which can be imported into AE or AO Practice Manager.

1. Pre Billing by Code Type - entries are broken down to job/year level

2. Pre Billing by Group - entries grouped by task code instead of by employee

3. Pre Billing by Group - entries grouped by task code instead of by employee and by job/year

If you have modified any of our MYOB master pre-billing reports or are not sure if they have been modified, please export them before replacing them with any of the new reports. If you later decide you want to revert back to the original version, they can be restored by replacing the current version of the report.

The reports available for download are

1. Open MYOB and click the drop-down arrow on Reports and select Report Import & Export. The Report Export & Import tab opens.

2. Navigate to the report you want to backup by expanding the relevant reporting area and highlighting the subcategory. The reports available for this subcategory are displayed in the right-hand pane.

   

   Prebilling reports are found in:

   • Fees > Pre billing by assignment/employee - for the pre-billing by code reports
   • Fees > Pre billing by group - for the pre-billing by group reports

3. Select the report to be backed up and click Export. The Export Report window opens.

4. Browse to and select the required location and click Save. The message "Export Complete" appears.

   

   MYOB recommends you specify one central location for your reports so they can be easily restored should the need arise.

5. Click OK. The backup is complete.

1. Open MYOB AE/AO and click the drop-down arrow on Reports and select Report Export & Import. The Report Export & Import tab opens.

2. Select the reporting area by clicking [+] next to Fees and the selecting either:

   • Fees > Pre billing by assignment/employee - for the pre-billing by code reports

   • Fees > Pre billing by group - for the pre-billing by group reports

   The Replace button becomes available.

3. Click Replace. The Replace Report window opens.

4. Browse to the location containing the report/s, highlight the required report and click Open. The message 'Replace successful' appears.

5. Click OK to complete the process.