How My C&P! works
This white paper describes in technical terms how the My Clients & Profits! web server interfaces with the C&P database.
System
Recommendations
Get complete details about what you need to run a My Clients & Profits! web server.
Demo
Guide (3mb)
The
Acrobat-based My Clients & Profits! describes the web server's key features and functions.
|
What's the difference between Clients & Profits X and My Clients & Profits! X? They're
two different applications that work together, sharing
the same database. While Clients & Profits is used
by people working in the office, My Clients & Profits!
lets staff members access clients, jobs, time cards,
and costs from any computer with an internet connection
-- whether they're in the office, in a client's conference
room, at a hotel, or at home.
It's
an add-on: The My Clients & Profits! web server does not replace your existing Clients & Profits program; in fact, it can't be used without it. My Clients & Profits! is simply an add-on web server for Clients & Profits Classic X, Clients & Profits Pro X, Job Tracker X, or Clients & Profits SQL X. For
more information, please call Clients & Profits
Sales at (800) 272-4488.
Online
My Clients & Profits! demo
|
Feature |
My C&P!
|
C&P X
|
|
View
job tickets |
X
|
X
|
|
Open
new job tickets |
X
|
X
|
|
Clone jobs |
|
X
|
|
Add
new tasks, remove existing tasks |
X |
X |
|
Enter
job estimates |
X |
X |
|
Recall
estimate revisions, make new estimate revisions |
X
|
X |
|
Print
estimates |
X
|
X |
|
View,
update job description, creative brief, work order |
X |
X |
|
View, add,
print change orders |
X |
X |
|
View,
update printing specifications |
View Only
|
X |
|
View, update
job schedules |
X |
X |
|
Make
ballpark schedules, reschedule jobs, resource allocation |
|
X |
|
Update job
traffic (i.e., status, milestones, assignments) |
X |
X |
|
View
job costs, POs, and billings by task |
X |
X |
|
View, update
job work in progress |
|
X |
|
View
job snapshot |
X
|
X |
|
View, add
job diary entries |
X |
X |
|
Daily
Job Status Report |
X |
X |
|
Weekly
Traffic Report |
X
|
X
|
|
Work
To Do |
X
|
X
|
|
Weekly Task
Planner |
X |
X |
|
Print
job production and accounting reports |
|
X
|
|
View purchase
orders |
X |
X |
|
Add,
edit, print purchase orders |
Add & View
|
X
|
|
Add,
edit, print broadcast and print insertion orders |
|
X
|
|
Online
PO approval** |
X
|
X
|
|
Staff members
enter their own time via daily time cards |
X |
X |
|
View
time from previous days |
X |
X |
|
Batch
time entry using weekly time sheets |
|
X
|
|
Accounts
Payable (i.e., add, edit, post vendor invoices,
etc.) |
|
X
|
|
Checkbook
(i.e., add, edit, print checks) |
|
X
|
|
Add
expenses and internal charges |
X
|
X
|
|
Track
employee expense advances** |
|
X
|
|
Add
job cost transfers |
|
X
|
|
Accounts
Receivable (i.e., add, edit, post client invoices,
etc.) |
|
X
|
|
Add
client payments |
|
X
|
|
General
Ledger (i.e., add JEs, print audit trails, etc.) |
|
X
|
|
Print
audit trials, financial statements |
|
X
|
|
Print
client statements |
|
X
|
|
View
clients |
X
|
X
|
|
View
client invoices and job tickets |
X
|
X
|
|
View,
update client billing information |
X
|
X
|
|
View,
add client diary entries |
X
|
X
|
|
Lookup
lists |
X
|
X
|
|
Add,
edit, delete status codes, groups, job type/spec
sheets |
|
X
|
|
Add,
edit, delete tasks in Task Table |
|
X
|
|
User-based
security and access privileges |
X
|
X
|
|
Spell
checker |
|
X
|
|
Custom report
writer** |
|
X |
|
Custom
online company calendar (for events, meetings,
etc.) |
X |
|
|
Custom online
company news |
X |
|
|
Custom
links to company-related web sites |
X |
|
|
Custom
online company handbook and forms |
X |
|
|
In/Out Board |
X
|
X
|
|
Staff Availability |
X
|
X
|
* Estimated hours can't be edited.
** Available for Clients & Profits Pro users only |
