Reporting on write offs and write ups for clients

This support note applies to:

AE Practice Manager (NZ)
AE Practice Manager (AU)
AO Practice Manager (NZ)
AO Practice Manager (AU)

Article ID: 33746

To report on write offs and write ups, you can use standard reports to either get a total per client or a total per invoice and also for an overall total per client company/practice.

Should you wish to break down the information further, you will need to create a report to do so.

To report on write offs/write ups per client

In MYOB Practice Manager, click the Reports icon.
Under WIP and Debt > Client Summary, highlight the Client Summary by Client Partner report and click Run.

This report displays the write offs/write ups at the WIP level for example, against the client that the timesheet was created for.

To report on write offs/write ups per invoice

In MYOB Practice Manager, click the Reports icon.
Under Fees > Debtor Invoices by Client, highlight Debtors invoices by Company ordered by Invoice and click Run.

This report displays the write offs/write ups at the billing client level for example, who the bill was raised against.

To report on write offs/write ups per client company/practice

In MYOB Practice Manager, click the Reports icon.
Under WIP and Debt > Control by client > Control Report by Client Company report and click Run.

This report will show the breakup of WIP and debtors; including write ups/offs per client company on each page and the last page displays the practice totals.