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JoannaHD's avatar
JoannaHD
Experienced User
6 years ago

MYOB AE - Running reports by client indicator such as whether client has rental property, shares, 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 pensi...
kyla's avatar
kyla
MYOB Staff
6 years ago

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

 

 

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