MYOB AE and AO reporting
Turn MYOB practice data into connected firm-wide reporting.
Practice Clarity brings the practice-management data your firm already captures in MYOB AE or AO into a consistent Microsoft Power BI reporting suite across timesheets, productivity, WIP, billings, recoverability and debtors.
The reporting gap
Your MYOB data is valuable. Accessing the full story can still take time.
MYOB AE and AO help firms manage the work. Practice Clarity adds a connected reporting layer that helps partners and managers understand how effectively that work is becoming WIP, billings and collected cash.
Reporting is fragmented
Timesheets, jobs, WIP, billing and debtors may be available in different reports without one connected commercial view.
Exports become routine
Partner questions often require another report, spreadsheet export or manually prepared summary before the answer becomes clear.
Trends are harder to follow
Point-in-time reports can make it difficult to understand how WIP, recovery, productivity or collections are changing over time.
Different versions appear
Separate extracts, date ranges and filters can leave partners discussing whose report is current instead of what action to take.
Practice Clarity does not replace MYOB AE or AO. It turns the data your firm already captures into one consistent reporting model.
One connected reporting suite
Follow performance from staff capacity to collected cash.
Practice Clarity structures your MYOB practice data into connected reporting modules designed around the commercial questions accounting firms need to answer.
Timesheet compliance
See who is complete, who is behind and where missing or incomplete time entries require attention.
Productivity and capacity
Compare productive hours, available capacity and performance against targets across teams and individuals.
Current and aged WIP
Monitor WIP by age, client, job, staff member, manager and partner before problem balances become write-offs.
Billing and recoverability
Understand invoiced amounts, write-offs and recoverability across clients, staff members, managers and partners.
Debtors and collections
Separate overdue balances from invoices due next and identify which clients require immediate follow-up.
Transaction-level drill-through
Move from a firm-wide total to the underlying people, clients, jobs and transactions without rebuilding the report.
From reporting to action
See where recoverability and margin are being lost.
Connect billing outcomes to the staff, clients and jobs behind them. Instead of seeing only total revenue, understand how much WIP was actioned, what was written off and what the firm actually recovered.
- ✓ Compare invoiced amounts and write-offs
- ✓ Review recoverability against firm targets
- ✓ Filter by client, staff member, manager or partner
- ✓ Drill through to the underlying detail
How it works
Keep running the practice in MYOB. We improve the reporting around it.
There is no practice-management replacement project. Practice Clarity operates as a managed reporting layer around the systems and workflows your team already uses.
Confirm data access
We confirm the appropriate read-only access and reporting scope for your MYOB AE or AO environment.
Structure the data
Practice data is cleaned and organised across people, clients, jobs, WIP, billing and reporting periods.
Configure firm views
Access roles, filters, targets and firm structures are configured around how your practice is managed.
Train and embed
Partners, managers and staff receive the correct reporting views, training and ongoing platform support.
A typical implementation is completed in approximately six weeks, subject to access, scope and confirmation of your reporting structure.
Role-based visibility
Give every level of the firm the right reporting view.
Row-level security provides leadership with firm-wide visibility while limiting managers and staff to the information appropriate to their role.
Partners and owners
See WIP, billings, recoverability, debtors and performance across the firm without waiting for separate reports.
Directors and managers
Use team, client and job-level reporting to support earlier, evidence-based performance conversations.
Practice managers
Replace repetitive checking with daily visibility across timesheets, WIP, billing queues and debtor follow-up.
Every staff member
Give individuals a secure view of their own timesheet compliance and performance without exposing wider firm information.
MYOB reporting FAQs
Common questions from MYOB firms.
Practice Clarity improves reporting visibility without replacing MYOB AE or AO or changing how your team manages the practice.
01 Does Practice Clarity replace MYOB AE or AO?
No. Your team continues managing the practice in MYOB. Practice Clarity provides a separate reporting layer for connecting and analysing the information already captured there.
02 Can Practice Clarity change our MYOB records?
No. The connection is used for reporting and does not update your source clients, jobs, timesheets, invoices or practice records.
03 What MYOB information can be reported?
Reporting can bring together relevant staff, client, job, timesheet, WIP, billing and debtor information. The exact scope is confirmed against your firm’s environment and data structure.
04 Can different users receive different reporting access?
Yes. Access roles and row-level security can be configured so partners, managers and staff see only the information appropriate to their role.
05 Does our team need Power BI experience?
No. The platform is designed for accounting firm users, and training is included to show your team how to navigate, filter and drill into the reports.
06 How long does implementation take?
A typical implementation takes approximately six weeks, subject to access, scope and timely confirmation of your firm structure and reporting requirements.
MYOB AE and AO reporting
Your MYOB data already has the answers. Let’s make them easier to use.
Book a 30-minute reporting review and we’ll explore your current MYOB reporting, the visibility gaps affecting your firm and how Practice Clarity could bring the whole picture together.