probably not using
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.
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.
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
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!
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.
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.