Your shop should know exactly what it costs to produce your clients’ work, so track all costs – even unbillable ones. Sometimes a cost for an usually-billable task needs to be unbillable, so edit it from billable to unbillable before billing time. If you include always unbillable tasks on billable jobs, be sure those tasks [...]
Easily remind clients of the work you’re doing for them with no rekeying of information. Once you add the job description/specs to a job ticket, you can choose to include that information on each billing for that job. Keep the job description concise–a couple of paragraphs–so that clients can quickly grasp which work they’re being [...]
Any time list report can be printed for freelance time only. This allows you to analyze in detail all time entered for any staffer who is marked as freelance. If there’s ever any question about how a freelancer spends their time or if you want to review the notes they’ve added with their time, print [...]
If your client needs a billing that’s a little more detailed, it’s easy to add a task to an A/R invoice as many times as you need to. And you are able to edit a task’s name for increased clarity. For example, a single billing amount for the task, printing, could be broken out into [...]
Your job estimates are precise. Your clients (and your shop) like them that way. But sometimes, a little breathing room is a good idea. Use a contingency on a job-by-job basis to provide a little leeway. Simply find the job ticket. Choose Edit > Edit Job > Estimate Options. A contingency can be a flat [...]
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 [...]
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