Clients & Profits X :: User Guide

Free help: USER GUIDE

Home > User Guide

Search:


	My My Clients My Jobs My Calendar My Daily Time Card My Expense Reports My Weekly Task Planner My Custom Reports My Information Center
	Media Media Calendar Media Briefs (campaigns) Media Estimates Broadcast Media Plans Print Media Plans Insertion Orders Broadcast Orders Media Traffic Stations Publications Media Billing Goals Media Link
	Production Proposals Job Tickets Purchase Orders Production Planner Daily Job Status Report Weekly Traffic Report Work To Do
	Accounting Time Sheets Accounts Payable Checkbook Expense Reports Internal Charges Job Cost Transfers Billing/Accounts Receivable Client Payments General Ledger
	Lookup


	Setup Users, Access & Passwords Staff Vendors Chart of Accounts Status Table Task Table Groups Job Type/Spec Sheets Order Templates Departments Agency Information Utilities Renumber Verfiy/Recover Purge Database Utilities Preferences Accounting Accounting Periods Asset Manager Broadcast Orders C&P>Mail CRM Estimate Options GL Account Classes GL Accounts General Insertion Orders Invoice Options Job Numbering Job Scheduling Jobs Names Purchase Orders Sales Tax Status Codes
	Snapshots Production Work In Progress Job Cost Reports Vendor Account Aging Client Account Aging Cash>Flash Profitability Productivity Financials Media Analysis

Introduce Yourself Clients & Profits X 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 X. 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 X: 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 X 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 are 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 the 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 X 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 X 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)

For subscribers: VIDEOS } FAQs/TECH NOTES } LEARN

Sign up for Clients & Profits news:
© Clients & Profits, Inc. w e l o v e a d v e r t i s i n g