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 Introduce
Yourself
Clients & Profits starts up like any
other Windows or Macintosh application:
simply double-click on the program, open
the database, then introduce yourself.
 The
Information
Center
gives you a quick, convenient way to work
through Clients & Profits. The
Information Center window opens
automatically whenever you start Clients
& Profits.
 The
Staff
file
contains the company's employees. Staff
records are used by time cards and time
sheets. Anyone whose time is tracked is
added as a staff member.
Clients
& Profits online
tutorial
The online tutorial is designed to
introduce new users to Clients &
Profits. It uses animation to walk users
step-by-step through the basic functions
of Clients & Profits: opening a new
job, estimating, scheduling, entering
time, tracking job costs, and billing a
client.
Get
hands-on with Clients &
Profits
A self-guided, hands-on version of the
online tutorial is included on the Clients
& Profits CD. The hands-on tutorial
uses the actual Clients & Profits
software and a special tutorial database
to learn the program. Download both the
tutorial database and guide
here.
Let the Info Center message do the
talking.
Need to remind employees of staff
meetings, people who out for the day,
client presentations, and even a
newly-acquired account? Keep everyone
up-to-date with the C&P Info Center
message. You've probably seen it -- it's
the text that appears at the bottom of the
Information Center window. What a lot of
people don't know is that it's
customizable. To enter a message, choose
Setup > Agency Information. Then type
in message in the Info Center Msg and
click Save. Your message will appear for
everyone to see until it is changed.
A quick way to set up user
access
When setting up each user's access, use
the "All" or "None" buttons as a starting
point. You'll have less work to do as you
fine tune their access. For example, if a
user will generally have lots of access to
jobs, click the "All" button, then fine
tune their access by taking away
privileges. (Choose Setup > Users,
Access & Passwords. Highlight the
person whose access you wish to edit, then
click the Access button. You'll see "All"
or "None" buttons in the each of the
access privileges windows.)
Fiscal accounting year is user
defined
Regardless of when your fiscal year
begins, Clients & Profits can
accommodate. Choose Setup >
Preferences. From the Preferences menu,
choose Accounting Periods. Type in the
months of the year, starting with the
month that is period 1 for your agency.
There are either 15 or 24 spaces to type
in the months. The extra 3 or 12 spaces
allow you to work into the next year
without having to rush to close the
current year.
Feature
Guide
Adobe Acrobat-based versions of the new
Clients & Profits 5.0 Feature Guide
can be downloaded here:
Contents
(20k)
Introduction
(560k)
Getting
Started
(693k)
Jobs
(1.8 mb)
Costing
(2.3 mb)
Media
(1 mb)
Billing,
A/R, Client
Payments
(2 mb)
General
Ledger
(870k)
Snapshots
(640k)
Settings,
Options,
Preferences
(1.7 mb)
Appendix
(149k)
Index
(300k)
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