Reporting on write offs and write ups for employees

This support note applies to:

• AE Practice Manager (NZ)
• AE Practice Manager (AU)

To report on write offs and write ups for employees, you can use standard reports to get a total per employee. There are 2 reporting categories where you can report on employee write offs/write ups, for example Employees and Fees.

To report on timesheet write offs/write ups per employee from the Employee category

1. In MYOB Practice Manager, click the Reports icon.
2. Under Employee > Employee Productivity, highlight the Employee Productivity PTD including billing report and click Run. Check the figures in the Billing (PTD) under the Time Write off $ column.

You may need to edit this report and remove any filters in order to include employees who do not have any standard hours set up, as they may be former employees.

To report on total (timesheets/disbursements etc) write offs/write ups per employee from the Fees category

1. In MYOB Practice Manager, click the Reports icon.
2. Select Fees > Fee Recovery by Employee.
3. If there are no reports listed under this category and you want to use our standard reports, see KB 31935938: Practice Manager Report Packs > AE Report Pack 1.
   
   Alternatively, you can create your own reports and run them
   
   

This report will show the net write offs/write ups in the Profit/(Loss) field.