AE Practice Manager

Managing your practice is as easy as A-B-C

MYOB AE Practice Manager is the system of choice for practices across Australia. It has all the functions of a comprehensive practice management system plus additional tools to improve productivity, broaden your range of services and control your practice bottom line.

Easily track jobs and meet client deadlines

Personal experience for every person

AE Practice Manager gives each member of your practice their own customised homepage, so they can access all the information that’s important to them. Partners may customise their page to include WIP, debtors and a list of bills to authorise, while employees may keep an eye on their tasks, timesheets and budget. 

Stay informed about what’s happening in your practice

AE Practice Manager puts key practice and business information – with a range of reporting options – at your fingertips, including:

• Aged WIP and Debt
• Top ten WIP, Debt, Lock Up Clients
• Practice KPIs such as WIP Days and Debtors
• Days, Lock Up Days and Average Hourly Rate
• 12-month rolling graphs covering Time, Billing and Debtors.

MYOB Product Manager, Chris Britton, gives a quick overview  

Better still, integrate AE Practice Manager to  MYOB AE Tax  and you can have full insight into your tax return lodgements too.

Stay in control

AE Practice Manager makes it easier to stay in control of your practice. Partners, managers and administrators can approve the timesheets or invoices of any user before they are posted – all from their personal homepage. That way you can make sure everything on your WIP is correct and bottlenecks are avoided.

Easily track jobs and meet client deadlines

AE Practice Manager comes with MYOB Job Manager – a job tracking tool that make meeting even the tightest deadline smoother. Efficient and easy to use it will quickly become your go-to solution for allocating jobs, managing your milestones and delivering great client service.

Watch the video

Never miss a unit or hour of work again

AE Practice Manager’s Calendar Timesheets uses the same familiar calendar interface as Microsoft Outlook®, so you can view your time in 6 minute, 15 minute or hour blocks. It also gives you the option of automatically posting your timesheets, so you can bill your time as soon as it’s entered if you want to, the choice is yours.

Bill clients the way you want

AE Practice Manager gives you the flexibility to bill at client or assignment level. Simply let the Billing Wizard step you through a logical process to ensure that nothing is missed. All invoices are generated in MS Word® which means you can easily set, edit and update templates that look professional and suit your practice and clients.

Make it easier for clients to pay you - add BPAY®, credit card online and Postbillpay to your invoices with  MYOB M-Powered Invoices .

Store everything you need to know about your clients

Use AE Practice Manager to create and maintain an accurate client database. Whether it’s contact details, multiple addresses, relationships and notes, you can define and capture information the way you want to. Have a team member new to AE Practice Manager? Built-in Wizards will guide them through the client creation process and flag incomplete records. Great for marketing, reporting or compliance.

Reports to handle your unique requirements

As well as 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. Standard reports include:
 

• Control reports,
• Client Summaries
• Aged WIP/Debt
• Employee Productivity and Analysis.

Future-proofed technology

AE Practice Manager is built using 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.

Want to take AE Practice Manager further?

AE Practice Manager also works as a fully integrated module of MYOB Accountants Enterprise. Other integrated modules include:
 

• AE Tax  
• AE Client Accounting  
• AE Corporate Compliance 
• MYOB Document Manager  
• MYOB Intranet  
• MYOB ProfitOptimiser  
•  MYOB PDF Manager.