free, including daily timecards and purchase orders. "Since getting Clients & Profits, the agency has become more efficient," Denise says.

100% success keeping time

Every staffer is responsible for recording their time on a daily basis. Given the option of entering time themselves in Clients & Profits, handwriting a manual timecard, or typing an Excel spreadsheet, Dailey Marketing staffers can boast a 100% success rate in daily timecard completion.

Beth McKinney, the shop?s receptionist, spends a few minutes each day entering the timecards that staffers don?t add to Clients & Profits themselves. Beth is a whiz at entering timesheets in Clients & Profits, and adds them religiously. "No matter how it gets there, the most important thing," Beth says, "is that we get time into Clients & Profits every day."

Beth also enters POs for the staff after the legwork is done. First, the staffer gets and approves the vendor quote, then Beth cuts the PO and sends it on to the vendor. This process assures that POs are totally accurate, giving Denise a heads up when she reviews the open POs report.

Denise also checks the open IO/BOs report for additional commitments to media vendors. Not only does this report give her advance warning about cash needs, but it helps her make sure that no media deadlines are ever missed. "I love these reports," Denise says.

And paying those vendors is no problem.

"Check writing in Clients & Profits is great," Denise says, "super straightforward and easy."

Keeping clients happy

The many billing options gives Denise the flexibility she needs to keep clients happy. Having all those billing choices "is Clients & Profits? biggest plus," Denise says. She is able to get invoices out quicklyæeven for the most complex jobs and picky clients. After relying on the Clients & Profits helpdesk to create an accountability report for a retainer client, Denise was able to give them what they wanted while keeping "the accounting clean and neat," she says. "It was easy for the clientæand for usæto follow."

Besides being flexible, the financial accounting in Clients & Profits has saved her hours of tedious number crunching. Since everything is entered into one, integrated database as the jobs progress, Denise gets everything done in half the time. "Accounting reports are much faster to run," Denise says. "And no more double entry in two different systems either. What a time-saver!"

The keys to success

Although Denise has years of experience with Clients & Profits, she still gives the helpdesk a call now and again to sail through sticky situations.

Since the Clients & Profits helpdesk staffers speak to hundreds of agencies every week, they‚ve seen just

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