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Stage Three in Billing Wizard does not show posted bills

This support note applies to:

  • AE Practice Manager (NZ)

  • AE Practice Manager (AU)

These instructions require technical expertise

Make sure you know what you're doing and are using one of the products listed. If you're not sure, ask your IT professional or MYOB.

Article ID: 29267

In Stage Three (3) of the Billing Wizard of AE Practice Manager, if you select This Client or Other Client buttons to include previous bill paragraphs and no posted bills display, you need to check if for overlapping dates under Maintenance > Time Setup > Processing Time Setup for your Accounting Year or Accounting Periods.

If there are no overlapping dates run the script 43668_RemoveIllegalCharactersFromDataset.sql to run over your AE Practice Manager database.

Please refer Running an SQL script in AE/AO

Ensure all users have exited and remain out of AE PM whilst the script is run and you have taken a current backup of the database before running.

To check for incorrect or overlapping dates

  1. In AE PM, follow the menu path: Maintenance > Time Setup > Processing Time Setup. The Processing Time Setup screen appears.

  2. Click OK to exit.Click Add/Edit Accounting Year under the Time Processing in the TASKS bar. The Add/Edit Accounting Year screen appears.

  3. Check the dates for each year are unique and correct. If not unique, change the dates to display correctly.

  4. In addition, check all the accounting period dates are correct for that accounting year i.e. that they start and end with the correct dates. Also check there is no overlap of dates in each month and update if necessary i.e. only March dates appear under the month of March and only April dates appear under the month of April when you expand Daily.

  5. Once completed, click OK to exit the Processing Time Setup screen.