Great
reports you're
probably not using
With
over 300 reports in Clients & Profits, you’ve probably
found a half dozen reports that you love and use all the time.Here
are five more to add to your repertoire —and save you
tons of time.
Unbilled Insertion & Broadcast Orders This report is indispensable
if you bill a lot of media orders and need to quickly know what’s
currently unbilled. The report prints by client and publication,
making it so easy to check on unbilled orders.
Media Reconciliation A wonderfully concise and detailed auditing
report that ensures each order has been fully processed from
media, job costing, billing, and income perspectives. The report
prints by client or publication, showing what’s been ordered,
actual costs, A/R and A/P invoice numbers, and whether or not
the invoices are paid.
Audit Trail This report finds every transaction posted to the
General Ledger that refers to the same job, client, or vendor.
If you need to track down job amounts, this report will save
you hours!
Comparative Budget vs. Actual If you’re not yet budgeting
your job costs, income, and expenses—get busy because
your competition is! Get into budgeting the easy way by basing
this year’s budget amounts on last year’s actuals.
Click on the Budget Worksheet in your Chart of Accounts window
to automatically create a budget based on the previous year's
amounts. You can compare your budget to the actuals any time.
Job Cost Transfers This weekly report is a great way to keep
informed about where costs came from (or went to) without having
to track down each one individually. You can review job cost
transfers for any date range.
|
