Keeping track of important dates for media, i.e., space close and materials due, is a daunting task. Make it easier by using the Client Media Calendar report. It lists buys by client, then by the accounting period. Also listed are the space close and materials due dates. This provides a great overview of upcoming buys. [...]
The ability to charge and collect a late payment fee should be part of your client contracts. Add a monthly finance charge to a client’s file in the Billing Info window. From now on, each of the client’s A/R invoices include a finance charge percentage. If an A/R invoice exceeds its due date, a finance [...]
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, [...]
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 [...]
Keeping track of important dates for media, i.e., space close and materials due, is a daunting task. Make it easier by using the Client Media Calendar report. It lists buys by client, then by the accounting period. Also listed are the space close and materials due dates. This provides a great overview of upcoming buys. [...]
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