Removing the 'No Text' description in Stage Three of the Billing Wizard
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 (MYOB PM) when using the Billing Wizard, at Stage Three, the description No Text may appear against an amount.
This is because the Print Line Details settings, contain the value Group by Code for the Time, Disbursements, Estimates or Miscellaneous Charges fields.
Example:
To have the default text appear when billing, you need to create a Master Paragraph with the required text. Then link the Master Paragraph to Task Codes so that default text will display in Stage Three.
Perform the following instructions in MYOB PM, after you have created your Master Paragraph.
Follow the menu path: Maintenance > Miscellaneous > Code Types (AE) or Maintenance > Maintenance Map > Miscellaneous > Code Types(AO). The Code Types tab appears.
- Expand the relevant section. All the section code types appear.
Example: By expanding the section Time all the Time code types display. - Highlight the relevant Task Code and click the Para button beside the selected code type.
The Code Master Paragraphs window appears. From the Available heading, select the name of a default paragraph that you want to link with the task. The default paragraph is selected.
Click the right-arrow [>] button to move the selected paragraph from the Available panel to the Selected panel. The paragraph displays in Selected panel.
This is what will be displayed on the client's bill.
- Click the Default checkbox and click OK. Your selection is saved and the Code Types tab appears.
Click OK. The Code Types tab is closed.
Once the Master Paragraph text has been linked to the Task Codes, when you create your next bill with the Group by Code selection in Stage Three of the Billing Wizard, the text will automatically prefill the screen based on the Task codes you have billed in Stage Two of the Billing Wizard.
Example:
