To easily review which profit centers your G/L accounts belong to, print the report from the Chart of Accounts lookup list. (Choose Lookup > Chart of Accounts, then click the Print button.) If you wish to review or print for each profit center separately, select a profit center from the “Select:” pop-up menu. Only that [...]
Clients can be billed for anything you do — whether you’re billing an estimate, an advance, a retainer, a service charge, or a job’s final costs. A/R invoices are seamlessly integrated with jobs and costs, so billing is particularly quick and easy — and can be mostly automatic. Every kind of client invoice — including [...]
Today we’re discussing how the painful process of tracking and calculating sales commissions for AEs has been completely automated in Clients & Profits. Sales commissions are based on job billings for clients, jobs, and job tasks that are marked as commissionable. Commissions are calculated for either account executives and business development (bizdev) executives, or both. [...]
Last week, I walked you through the process of preparing to close your agency’s fiscal year. This week, we’ll actually do it. The Clients & Profits Close Year utility is very easy to use and does all of the work of resetting the General Ledger for you. As long as you’ve checked your balance sheets, [...]
Closing the year in Clients & Profits is extremely important and should be done sometime after the end of your fiscal year. Since Clients & Profits supports two simultaneous fiscal years (for a total of 15 to 24 accounting periods), there’s no real sense of urgency about year-end closing. But the sooner you do it, [...]
As the owner of an agency, when it comes to internal fraud you may suspect it, suffer the consequences of it, or anticipate it. But you may never see it. Mike Ferguson from the C&P Helpdesk joins us this week to discuss how Clients & Profits can be used to determine if your agency is [...]
If you’re part of the San Diego advertising community, save this date — December 8 — because it’s time for MINGLE BELLS. If you haven’t heard, it’s the big ad industry holiday party. Everyone’s there: The San Diego Ad Club, SD AIGA, San Diego APA, PRSA, SAFE, and more. Once again Clients & Profits is [...]
Clients can be billed for anything you do — whether you’re billing an estimate, an advance, a retainer, a service charge, or a job’s final costs. A/R invoices are seamlessly integrated with jobs and costs, so billing is particularly quick and easy — and can be mostly automatic. Every kind of client invoice — including [...]
It’s not every day that number types look cool. The MATH MEN microsite from MediaMath uses a Mad Men-inspired design to make the brainiacs behind their digital media buying system uber-stylish. The site features podcasts with digital media industry insiders as well as promotions for their live events. Making numbers sexy is a nearly impossible [...]
This answer is, of course, yes. Undisputedly and unapologetically, but are they a necessary evil as well? 100% of creatives surveyed in 100% of the polls agreed that they notoriously hate filling them out because they see them as a waste of time. How about you? Are daily time cards a notorious waste of time? Or, a [...]
To easily review which profit centers your G/L accounts belong to, print the report from the Chart of Accounts lookup list. (Choose Lookup > Chart of Accounts, then click the Print button.) If you wish to review or print for each profit center separately, select a profit center from the “Select:” pop-up menu. Only that [...]
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