PRODUCTION
Introduction
The Information Center window opens automatically whenever you start Clients & Profits.
You can choose an Information Center that best fits the way you work: Production,
Accounting, or both.
Running time: 3:38
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ACCOUNTING
Accounts Payable
Everything you buy from a vendor on account, whether for a job or for the shop,
is an accounts payable entry. These purchases, which are usually recorded from
vendor invoices, are added into Accounts Payable. Since Accounts Payable is integrated
with the General Ledger, there's no double-entry, and no need to enter information
twice.
Running time: 21:28
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Jobs
(Part 1) (Part
2)
The My Jobs window lists all of the open jobs to which you’re assigned.
It lets you see all of jobs on which you’re one of the traffic assignments
(e.g., creative director, project manager, copywriter, etc.) or the job's AE.
It also includes jobs for which you are the account executive (i.e., the AE/Team
field).
Running times: 15:39 / 9:45
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Checkwriting
Clients & Profits can write and print checks for vendor invoices, job costs,
overhead expenses, and employee advances. Clients& Profits keeps a complete,
detailed check register for all of your bank accounts -- and can help you easily
reconcile the accounts each month.
Running time: 17:34
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Estimates
(Part 1) (Part
2)
Estimates are not "created" separately from the job ticket. Instead,
estimates are an integral part of the job and its tasks. Estimates are based
on the tasks you've added to a job; in fact, tasks are the basis of the estimate.
Running
times: 6:28 / 10:52
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Billing
Client billing is based on jobs, tasks, and costs you've posted against them.
Job tickets track everything you spend by task, whether it's time, buyouts,
or out-of-pocket expenses.
Running time: 20:50
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Traffic
Clients & Profits is a complete production/traffic manager. It provides an
easy way to print daily job status, weekly traffic, and staff work to do reports.
The traffic system has four parts: job tickets, production and billing status
codes, traffic milestones, and unfinished tasks. The job ticket is the basis
of the production, traffic, and scheduling system.
Running
time: 23:52
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Work
in Progress
Work in progress reports are based on jobs and tasks -- and not general ledger
journal entries. Unlike older agency accounting systems, the general ledger does
not automatically track your unbilled costs. This is done for two reasons: (1)
Clients & Profits can track costs and billing without needing the General
Ledger, which other systems can’t; and (2) only actual costs and billings
affect the general ledger anyway.
Running time: 12:21
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Job
Scheduling
The ability to coordinate hundreds of jobs, tasks, and resources through a common
job schedule is one of Clients & Profits’ greatest strengths. The Job
Schedule window shows what tasks need to be complete, when and by whom, in order
to get the job done. A job’s schedule helps make your shop more productive.
Running
time: 20:16
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A/R
Reports
Everything you do for a client is billed by adding an invoice into Accounts Receivable.
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.
Running
time: 11:53
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Job
Reports (Part 1) (Part
2)
Job reports can be printed for all jobs or jobs for just one client, project,
or AE/Team. The lists can also be printed for a range of status codes and dates.
You can easily see all the jobs currently in-progress, or all the jobs opened
for a specific client this year.
Running times: 11:32
/ 9:29
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Client
Payments
Entries that affect accounts receivable are entered into Client Payments - including
payments from clients, adjustments, and write-offs. Entries added into Client
Payments affect client balances, unpaid client invoices, and the general ledger
at the same time.
Running time: 17:00
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Meeting
Manager
The Meeting>Manager window lists all of the meetings that have been set up
for the client, where they will be held, who the coordinator is, and what the
meetings are about. The Meeting>Manager window is used as a pivot point for
all client meetings.
Running time: 7:26
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Financials
Clients & Profits prints standard financial statements tailored especially
for the advertising industry. These financial reports are used for auditing,
tracking, and reporting your G/L accounts balances. You can print trial balances,
income statements, balance sheets, and detailed general ledger reports for any
accounting period -- at any time during the month.
Running
time: 8:19
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Expenses
The My Daily Expense Reports window records all of your reimbursable out-of-pocket
expenses, like tolls, client lunches, cab fares, or tips. Specific information
is entered for each expense, including category, the job number and task, a
description, and cost.
Running time: 11:25
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Media
The Clients & Profits media calendar is an online planning tool for both
individual media department members and the company as a whole. It is designed
to help you easily add, edit, and prioritize your daily activities (as well as
those for different departments and the company itself), planning months into
the future.
Running time: 11:40
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Time
Cards
Everyone can track their daily hours using the built-in time card. It keeps a
daily record of the jobs and tasks on which you work. You can enter billable
and unbillable time for any client, including agency time (i.e., meetings, vacations,
etc.).
Running time: 18:07
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Insertion/Broadcast
Orders
Any kind of ad space ordered on behalf of a client should be tracked with insertion
orders. They are essential for accurate job costing. They allow media costs to
be committed to a job before the publication’s invoice is posted. You’ll
know at any given time how much media space is ordered.
Running
time: 14:20
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Time
Sheets
The need to keep detailed, accurate records of how everyone in the shop spends
their time is vital to staffing, billing, productivity, and profitability. That’s
why daily time keeping is so important to Clients & Profits. Unlike other
accounting systems, time keeping is a fundamental feature in Clients & Profits.
Running
time: 19:00
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Purchase
Orders
Purchase, insertion, and broadcast orders account for purchases you make from
vendors on a client’s behalf. They are not required by Clients & Profits,
but give you control over your purchases. That’s because purchase orders
provide written verification for the goods and services you order.
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time: 24:25
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General
Ledger
Clients & Profits is built around a one-write, double-entry general ledger.
This comprehensive, accrual accounting system automatically tracks your income,
costs, and expenses using a custom, user-defined Chart of Accounts. Your G/L
accounts track activity totals for 24 accounting periods.
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time: 21:09
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Overhead
Allocation
The Overhead Allocation Worksheet helps calculate the true cost of servicing
your clients. It works by first adding up the total hours worked by staff members
on each client account, using entries from time sheets and time cards.
Running
time: 11:17 |
