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 [...]
David Drucker, Vice President and Manager of Agency Services at Strata, joined Cindy Westen to talk about how well Clients & Profits works with Strata to import media buys into the program. Drucker is responsible for STRATA’s Agency Division and leads a team to develop new products, meet demanding revenue targets, develop strategic alliances, and [...]
Facebook
Twitter
LinkedIn