Content producer, web designer, and resident brewmaster for Clients & Profits since 1998. Producer and co-host of the Clients & Profits Featurecast. Loves to talk (a lot). Outside of advertising, he's passionate about cooking, farmers, craft beer, photography, loud music, fast cars, and slow food.
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. [...]
You’ve finished another billing cycle; billings are out the door. You can review what’s just been billed in detail or summarized depending on your needs. To review billings with each task’s details, choose the A/R Journal report. To review summarized billings without the individual tasks, choose one of the A/R List reports. Enter the date [...]
The quickest way to determine the last time you used a vendor is to print the Vendor Last A/P report. It lists each vendor within a date range you enter by the date of their last invoice. If there’s a current year-to-date total, it’s listed as well as the current unpaid balance. Another benefit of [...]
If a client’s estimate for a particular job should be sent to a different address than usual (their president on vacation in Maui), you can change the address for that job without affecting other jobs. When the estimate is printed, it gets the address from the job ticket, not the client file. (Choose Production > [...]
Sometimes you need to print an aging that matches prior financials. For example, if you’re applying for a business loan, the bank may need to see first quarter financials with matching vendor and client agings. A current aging won’t match. With Clients & Profits, until you close your fiscal year, you’re able to print any [...]
Looking for each job’s scheduling information in an easy-to-read format that shows estimated hours vs. hours remaining, scheduled staffer, and whether or not a task is finished? The Snapshot production reports are the answer. These reports are used by traffic managers to track a task’s schedule if the staffers aren’t marking their own tasks as [...]
To make estimates and A/R invoices easier to read for clients, create groups. Groups help to better organize printed estimates and A/R invoices by listing together all tasks belonging to a group and by subtotaling amounts by group. Examples of group names are: account service, production, creative, and media. Each group can have any number [...]
When working from a printed time report, the fastest way to find a time entry to edit it is by number. Yet when you go to the Find window in Timesheets, the pop-up menu is usually set to find by staff. Of course, you can click the pop-up menu to instead find by number. (Or [...]
Sometimes relationships with vendors are rocky. A vendor can be placed on temporary hold so POs, A/P invoices, or checks can’t be added for them. A brief explanation can be included which will appear if someone tries to add a transaction for the vendor. When the situation is resolved, find the vendor’s file and simply [...]
If you want to include your account number on every check you remit to a vendor, you don’t have to type it each time. Chose Setup > Vendors. Click the Acct Info button. Type your account number, and any other information you’d like printed, in the Check memo area. From now on, each check for [...]
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