MYOB AE Practice Manager

Transcription

1 MYOB AE Practice Manager The powerful practice management solution 1 AE Practice Manager

2 Running a successful practice in an ever-changing business and compliance environment is not easy. But with the right choice of practice management system and technology partner, you ll be able to better manage the challenges and opportunities that come your way. AE Practice Manager is the system of choice for practices worldwide. By taking full advantage of its leading-edge technology, user-friendly interface and integrated features, AE Practice Manager accounting firms have achieved significant efficiencies and increased profitability. AE Practice Manager includes: Client and contact management Time and disbursement management Billing Job management Employee budgeting Debtors Customised report writing and collaboration Marketing Personalised homepages 2 AE Practice Manager

3 A personalised experience for every person AE Practice Manager gives me access to the firm. I can see exactly what s happening wit work, and it s all live reporting so I understa Mr Ronald Lym, Founding Principal, R Every member of your practice has unique information needs. What s important to partners is not the day-to-day focus of employees or administrators. AE Practice Manager enables each member of your practice to customise their own Homepage to provide all the information that s important to them. With one glance you and your staff can get a quick overview of what needs attention, so nothing is missed. Partners may want to customise their Homepage to include WIP, debtors and a list of bills that are awaiting authorisation. While employees may want to keep an eye on their own tasks, timesheets, productivity level and budget performance. With AE Practice Manager everyone s needs are within easy reach so each individual can work at their optimum productivity level. To ensure that follow-up phone calls, appointments and scheduled meetings are not missed, To-Dos can be created to serve as reminders. These will then appear on your Homepage, or on the Homepage of the staff member to whom you allocate the task. And personalisation in AE Practice Manager extends beyond the Homepage. Sorting, grouping and other preferences set throughout the system are stored on a per-user basis to provide a personal AE Practice Manager experience. People love using AE Practice Manager because it s not only easy to use, but provides a personal experience that gives each individual what they need. The WIP and debtor information available via the Homepage is undoubtedly one of my favourite features. It provides for efficient and effective practice management as it allows us to monitor WIP and debtors and prompts me to find out why they exist. Mrs Roxarne Moon, Practice Manager, MoonCunningham. As the Home Page is presented in real ti access to the most up-to-date information Make decisions based on reliable and curre issues get out of hand. The Home in the most you re able behind the 3 AE Practice Manager

4 key business information that drives my h billings, WIP, staff productivity and nd what s happening in real time. Lym & Associates, VIC Future-proof technology that keeps your practice connected AE Practice Manager is a low-maintenance system that provides incredible flexibility and customisability. me, you ll have quick about your practice. nt information before No matter what your practice size, AE Practice Manager gives you a choice of single, industry-standard, open relational databases that ensure your data is secure, accurate and accessible: For smaller firms, the Microsoft SQL Express database format keeps costs and maintenance to a minimum. For larger firms, the Structured Query Language Server (SQL Server) database format handles greater data storage requirements and more users efficiently. AE Practice Manager also connects your practice with external systems and services that help you reduce non-billable time and provide more true valued-added services to your clients. Page is interactive, so you can present information relevant and meaningful way. For deeper analysis, to drill down into the graphs and lists to see what s numbers. 4 AE Practice Manager

5 With AE Practice Manager, managing your practice is as easy as A-B-C I m difficult to please, but AE Practice Manager has made a big difference in our practice. The time saving has been dramatic; we have at least halved the time we spend on practice management. Mr Arwyn Samuel, Practice Manager, Hausler McDonald Whitelaw, QLD Automate processes for maximum efficiency Whether you provide compliance services or business advice, you need to provide these services competitively and costeffectively and manage how you do it. AE Practice Manager automates your processes and systems to make them as efficient and cost-effective as possible. It lets you manage your time, costs, people and work so you get the best results. Broaden your range of services Value-added services offer great opportunities to do more interesting work, generate more revenue, and develop deeper relationships with your clients. AE Practice Manager provides the tools to take your practice to this level. It provides sophisticated client management, information and marketing tools that help you to work in new ways. Control the practice more effectively A good practice management system can have a significant impact on the bottom line for practices of all types whatever their size. AE Practice Manager provides the information, tools and reports that modern practices need to be competitive. With AE Practice Manager you have full control of your practice, so you can make the decisions that count. 5 AE Practice Manager

6 Automate processes for maximum efficiency Capture time and disbursments easily AE Practice Manager allows you to capture time easily in a format that suits you. The Calendar Timesheets option utilises a familiar interface that reflects the Microsoft Outlook calendar. This allows you to view a day or week at a time, and you can choose to view your times in 6 minute, 15 minute or hour blocks. AE Practice Manager offers practices flexibility around timesheets posting and approval. Users have the option of automatic posting which allows time to be billed as soon as it has been entered into a timesheet. Save outlook appointments in AE Practice Manager AE Practice Manager s timesheets integrate with the Microsoft Outlook Calendar. When an appointment is created in Outlook and allocated to a contact, it can also be saved directly into the AE Practice Manager timesheet. Manage productivity levels To heighten awareness of each employee s productivity levels, AE Practice Manager lets your staff add a productivity chart to their Homepage. Employees can see their status at all times, in real time, so they can take action early if needed. Prepare bills and invoices effortlessly AE Practice Manager lets you bill at client or assignment level. Either way, it s very simple. The Billing Wizard steps you through the process logically to ensure that nothing is missed, but also gives you the flexibility to bill clients the way you want. To save you time, standard invoice paragraphs can be automatically inserted on the invoice based on the type of work that has been performed. You can also choose to copy wording from a previous invoice. Invoices are based on Microsoft Word templates, so you can easily create templates that look professional, and suit your practice and your clients. And when they need updating, it s an easy job that anyone with Word experience can do. Approving bills is easy and very efficient. All the information the approver needs is available on their Homepage from the minute the bill is in draft. The approver can review and drill down as required, so bills can be finalised and out to clients quickly. M-Powered AE Practice Manager can also use M-Powered invoicing to make it convenient for your clients to pay via the internet, phone or BPay. AE Practice Manager extends this functionality for the Management team of a practice, so that they can see the productivity for specific team members, employee categories or the practice as a whole. The productivity calculations can also be customised to exclude/include non chargeable items, such as leave, for more meaningful productivity calculations. This insightful information, combined with the ability to analyse their budget versus actual performance, motivates people to perform at their best all year around. We used to have one person who did all the fees and it took around two or three days a week. Now she spends just two hours a week on it so it s freed up about seven days a month of administrative time. Mr Gary Philpott, Partner, Lincolns Accountants, WA 6 AE Practice Manager

7 Track WIP in detail AE Practice Manager gives you complete flexibility in how to view your WIP. You can view by assignment, employee, task and transaction level so you can determine the work to bill, write on/off or carry forward. Unposted WIP is displayed to give a more complete and accurate picture. You can also choose how you want transactions to be written out of WIP when billing. For example, you can choose to write out WIP on the First In, First Out (FIFO) basis or on a pro rata basis. It s this degree of flexibility that makes AE Practice Manager a powerful WIP management and billing system and allows for accurate recovery reporting. Quickly retrieve important client documents AE Practice Manager gives you easy access to Microsoft Word letters, Microsoft Excel and PDF files. When creating Microsoft Word documents, information is entered automatically and the document filed for you, thus promoting efficiency and keeping all your records organised. For practices starting their journey to a less-paper office, AE Practice Manager allows you to easily create and file documents. Document types such as Microsoft Word, Microsoft Excel and PDF are filed against the client and/or assignment for fast retrieval. Creating a document is made easy with a mail merge feature directly into Microsoft Word Documents. For practices ready to move completely to a less-paper practice, including document workflow, full text searching, approvals and version control, MYOB offers the fully integrated MYOB Document Manager. We ve saved time in every aspect of key workflows. Bills take two minutes to create instead of two days because AE Practice Manager eliminates the time spent passing manual bills around staff for write-offs and you don t have to wait until month end it s so simple anyone can do it! Mr David Odewahn, Partner, Holden & Bolster, Sydney NSW 7 AE Practice Manager

8 Broaden your range of services AE Practice Manager has taken the practice to the next level. It s really met our expectations, and we can see the profitability immediately. Mr Gary Philpott, Partner, Lincolns Accountants, WA Store everything you need to know about your clients AE Practice Manager uses Wizards to guide people through the client creation process. You can define mandatory fields and information, and the Wizards will alert your staff when they try to save incomplete records. This ensures your database is complete and accurate. And as well as storing contact details, including multiple addresses and phone numbers, relationships and notes, you can create custom fields and categories. Whether it s for marketing, compliance or reporting purposes, the information that s important to your practice and clients can be stored and reported on easily. Powerful searches AE Practice Manager s powerful searching features make it easy to work with clients. When you perform a search, key client contact information and notes are displayed on screen saving you from having to open each client profile individually. Beyond contact information, AE Practice Manager is the gateway to the rest of your practice. From this single location you can: - Open an AE tax return - Launch a Client General Ledger - Create a timesheet - Produce an invoice - Create a letter or prepare/complete a mail merge - View client WIP or outstanding debt. AE Practice Manager provides a launchpad to your compliance work 8 AE Practice Manager

9 Synchronise Outlook with AE Practice Manager You can share client information between AE Practice Manager and Microsoft Outlook with the click of a button. Market your services AE Practice Manager provides a functionally rich marketing layer. Mail merges can be created quickly based on a range of attributes and criteria. You can even create mail merges using financial data as the criteria such as balances or outstanding invoices. The Accountants Enterprise suite The framework that AE Practice Manager resides in can be extended to incorporate the MYOB Accountants Enterprise suite. This means you have a central list of clients and contacts for your practice management, document management, job management, tax and compliance work. 9 AE Practice Manager

10 Track Jobs easily, meet client deadlines In any accounting practice, client work is nearly always deadline driven. Work comes in, it s assigned, and then must be completed by a specific date to ensure a positive client experience. AE Practice Manager incorporates MYOB Job Manager, a simple, easy-to-use job tracking tool that helps accounting practices achieve client deadlines: - Deliver great client service by hitting due dates - Quickly and easily allocate jobs - Get a practice view of all jobs at any time - Display jobs by group or slice and dice to sort jobs by user - Manage major milestones - Integrate MYOB Job Manager to the database and timesheets - Report on practice KPIs. 10 AE Practice Manager

11 Control the practice more effectively We have seen our time management system transformed, with significant productivity improvements and a positive `cultural change in our workplace. Mr Jake Selinger, Partner, Selingers, NSW Stay informed about what s happening in your practice AE Practice Manager puts key practice and business information at your fingertips, with a range of reporting options. Customisable standard reports are produced quickly within AE Practice Manager, so your practice information is available when you need it, in real time. Homepages within AE Practice Manager keep you informed of what s happening within your practice, including: - Aged WIP, Debt - Top ten WIP, Debt, Lock Up Clients - Practice KPIs such as WIP Days, Debtor Days, Lock Up Days and Average Hourly Rate month rolling graphs covering Time, Billing and Debtors - Insight into tax return lodgments when integrated to MYOB AE Tax. Reports to handle your unique requirements As well as all the standard reports, AE Practice Manager allows you to create new reports or customise existing report templates. Reports can be created using a very intuitive drag and drop interface. Sorting, filtering, reordering content it s all performed with a few clicks of the mouse, and saved for everyone to use. Standard reports include; Control reports, Client Summaries, Aged WIP/Debt, Employee Productivity and Analysis. Export reports for further analysis You can export information to Microsoft Excel for further analysis. Data mining AE Practice Manager is part of the Accountants Enterprise suite, so is integrated with MYOB AE Tax. The reporting tool allows you to combine both practice management and tax data in a single report* * MYOB AE Tax SQL users only. 11 AE Practice Manager

12 Service and support that ensure your success MYOB is a partner you can rely on for the long term. You have the assurance that we will continue to be there to support you, to enhance the products you use now, develop the new products you will want to use tomorrow, and improve the way you and your clients connect. Our offerings are backed up by quality service and support. We have extensive experience delivering services including training, data conversions, support and consulting. We are committed to providing the highest quality support and service, to ensure that our clients derive the maximum benefit for their businesses. MYOB offers: Over 20 years experience working with accounting firms A nationwide network of offices across Australia A large team of experienced and qualified people to help you Extensive support services provided by the web, telephone, and fax Quality training facilities and courses throughout Australia and online Ongoing consulting services and advice to help you get the best out of your software and improve productivity Continuous and innovative product development Closer connectivity with your business clients When we switched to AE Practice Manager 12 months ago there was minimal disruption, the implementation staff were impressive and the new software was so much easier to use. Mr Trevor Hamer, Manager, Simmons Johnson & Co, NSW 12 AE Practice Manager

13 Solutions for your practice MYOB delivers innovative and powerful business solutions that cover practice management, taxation, client accounting, compliance and value-added services. We help make accounting professionals more productive by providing a range of integrated software solutions backed by comprehensive product support, training and consulting services. Tax FBT* Tax production, lodgment and planning Client accounting Asset management BankLink* General Ledger solutions Business management software Compliance Corporate Compliance* Insolvency* Investments* Managing your practice Accountants Office Accountants Resourcing AE Practice Manager Job Manager M-Powered Services* Managing documents Accountants Precedents* Document Manager Intranet PDF Manager Working with your clients BusinessBasics Online ProfitOptimiser Partner Program - Public Accountants *Available in Australia only Experience AE Practice Manager Only AE Practice Manager gives you the power to automate, broaden and control your practice as you desire. We invite you to contact us to learn more about AE Practice Manager and how your practice will benefit. For Practices in Australia MYOB Australia Pty Ltd [email protected] For Practices in New Zealand MYOB NZ Ltd [email protected] 13 AE Practice Manager

14 About MYOB MYOB is an international provider of solutions that liberate business owners and accountants from the burden of day to day administration, empowering them to achieve business success. MYOB develops and delivers award-winning software, services and support for more than 700,000 businesses and accounting practices in Asia-Pacific region. Through its understanding and partnership with both business owners and accountants, MYOB strives to further enhance the links between them for their mutual benefit. MYOB works directly with accounting practices to streamline their processes and maximise their productivity. MYOB solutions are used by leading accounting practices from tax agents and sole practitioners to all the Big 4 firms. MYOB Australia Pty Ltd ABN [email protected] MYOB NZ Ltd [email protected] 14 AE Practice Manager Microsoft is either a registered trademark or trademark of Microsoft Corporation in the United States and/or other countries. Crystal Reports is a registered trademark of Business Objects S.A. or its affiliated companies in the United States and/or other countries. Registered to MYOB Technology Pty Ltd ABN AU-AD