MYOB AE - Running reports by client indicator such as whether client has rental property, shares ...

JoannaHD

, etc.

Hi

Is there a way in MYOB Accountants Enterprise where we can store identifying details about a client such as whether they are:

• employers
• have rental property
• have share portfolio
• draw a pension
• have a super fund

We would then want to run reports to just select clients for which each item applies so that we can send them related newsletters.

Thanks and kind regards

Jo

kyla

Hi @JoannaHD 

 

In AE, under a Client > Extra tab, you'll see what what we call Extra Lists and Extra fields.  This area is used to classify your clients for different purposes i.e. marketing, compliance and general info about the client.  With regards to your query, you'd want to set up Extra Lists.

 

I've included a link on setting up new extra lists below:

https://help.myob.com/wiki/x/an7nAQ

 

Once added, you could create reports under Reports > Client > Client List and select the Extra List field names and filter for specific values.  This report could then be used to do a bulk email to clients via the Mail Merge option as per the link below:

https://help.myob.com/wiki/x/TYo6Ag