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June's FAQs |
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See also: May 2003 FAQs April 2003 FAQs March 2003 FAQs February 2003 FAQs January 2003 FAQs December 2002 FAQs November 2002 FAQs October 2002 FAQs September 2002 FAQs August 2002 FAQs July 2002 FAQs June 2002 FAQs |
Below you'll find
the most commonly-asked questions about Clients &
Profits for June 2003. These questions are compiled from
telephone calls and e-mails sent to the Clients &
Profits Helpdesk.
Q. Where can client meetings and phone calls be documented in Clients & Profits? A. Everything can be documented in the Client Diary. It is where you can make notes about phone calls, meetings, etc. These entries are intended to help account services manage new clients, media people track client meetings, and accounting people track client payments. All client diary entries are manually entered into Clients & Profits (unlike the job diary, no entries are automatically entered into client diaries). To view a client's diary, choose My Clients and find the client you wish to review. You can select the diary/calls link or choose Edit > Client Tools > Client Diary/Call Log to see entries. Double-clicking on an entry in the Client Diary window will allow you to view the details of that particular entry. To add a client diary entry, click the Add button in the window's toolbar.  Q. Can we track vendor meetings and phone calls in Clients & Profits? A. Yes, as with clients, you can make notes about meetings and phone calls in the vendor file. Choose Setup > Vendors and find the vendor. Select either the diary/calls link or Edit > Vendor Diary. You can now add, edit or simply review the entries by highlighting and double-clicking on the entry in the Vendor Diary/Call Log window. Q. I'm adding a new task to the Task Table. What is the purpose of the task's "description" field? A. The task's description in the Task Table is an optional description that explains the purpose of the task on estimates and invoices. The description is copied whenever the task is added to new jobs. You can edit, remove or, as an option, choose not to show the description on estimates and invoices. Simply highlight the task on the job ticket and double-click to pull up the Edit Job Task window. Q. If an email status alert is set up in Clients & Profits, does it only send an email or does it also pop up as an alert in Clients & Profits? A. Email alerts do not appear in as an alert window in Clients & Profits. When a job is changed to a status that has an email alert, it will email that the status was changed to the recipients specified. Email alerts are set up by single clicking on a status in the status table (Setup > Status Table), and then clicking the email setup link . Select the recipient(s), enter the status alert email message, and click OK. Q. How do I add a line item to an accounts receivable invoice? A. In order to add or edit line items, the A/R invoice must be unposted. To add a line item in the Accounts Receivable window (Accounting >Billings/ Accounts Receivable), choose Edit > Add Amount, and tabbing through enter the task code, amount, cGL, and click Save. To edit an A/R invoice's line item, double click on the line item in the Accounts Receivable window (or choose Edit > Edit > Billing Amounts), and tabbing through, make your changes and click Save. Q. Does choosing to write off or mark a task as unbillable change the net cost? A. No. Only the billing status of that cost is changed. If the cost status is changed to unbillable, then the gross amounts are deleted. Neither method affects the general ledger. Q. Is there a report in Clients & Profits that will show write-offs? A. Yes, the Write-offs report will give you this information. Choose Snapshots > Work In Progress, then select Analysis from the Print reports column on the left hand side of the window, enter the production or billing statuses of the jobs to be included, choose to "select costs by" AE/Team, Client, Project or Profit Center, mark the circle next to Write-offs, and click Print. For a complete list of reports available in Clients & Profits, see the Clients & Profits report-o-matic. Q. Is there a way to copy one day's time sheet onto another day? A. Yes, time sheets can be cloned. In the Time Sheets window (Accounting > Time Sheets), find the time sheet you wish to copy. Select the clone button at top of screen. Tabbing through, edit any of the fields that need changing, and click Save. |
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