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.
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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
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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
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