W Clients & Profits | Visual Feature Guide
Software for the Business of Being Creative® Since 1986  

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🦃 🦃 The Clients & Profits Offices will be closing at 3pm EST / 12pm PST on Wednesday, November 27th for Thanksgiving. 🦃 🦃
We will resume normal business hours (7am - 5pm PST) on Monday, December 2nd, 2024.



Clients & Profits Visual Feature Guide
For help using any part of Clients & Profits, click the help button in any window in the program to open the visual feature guide. It features step-by-step instructions, explanations, tips, podcasts, and video tutorials. It’s continually updated, so it’s more timely and helpful than any printed manual.

My

My Clients • My Creative Dashboard • My Calendar • My Time Card • My Expense Reports • My Custom Reports

Jobr

Client Job Requests • Job Tickets • Daily Job Status Report • Production Calendar • Traffic Milestones • Deadines (Tasks/To Do's) • Client Project Pipeline • AE Job Status

uMedia

Media Calendar (Traffic) • Media Briefs (Campaigns) • Media Estimates • Interactive/Outdoor/Print Media Plans • Broadcast Media Plans • Media Orders: Interactive/Broadcast/ Outdoor/Insertion • Web Sites/Publications/Media Companies (Rates) • Stations (Times/Programs/Contract Rates) • Media Link : Import STRATA/Tapscan

Accounting

Time Sheets • Purchase Orders • Accounts Payable • Checkbook • Expense Reports • Internal Charges • Job Cost Transfers • Billing : Chargeback • Client Payments • Collection Manager • General Ledger

Setup

Users : Permissions • Staff Members (Freelancers) • Vendors • Chart of Accounts (Profit Centers) • Job Status Codes • Task Table • Task Groups • Job Templates (Job Types) • Order Templates (Terms & Conditions) • Activate Workstation (Software Registration) • Customize Reports • Utilities (Re-number, Re-calculate, Purge)

Snapshots

Jobr : Production • Work In Progress (Billing Hot Sheet) • Job Costs • Vendor Account Aging • Client Account Aging • Cash Flow • Profitability • Productivity • Financials • Media Analysis

New Users Setup
If you're using Clients & Profits for the very first time, these help pages will assist you in setting up C&P for your shop.
Mainframe
MySQL
SQL Server

Upgrading Setup
For current users of Clients & Profits X, updating to the new Cloud Upgrade, these pages are for you.
Mainframe
MySQL
SQL Server

Clients & Profits QuickStart
20 short podcasts from Clients & Profits developer Mark Robillard, walking you through the process of setting up your Clients & Profits database for both the creative and business side of your agency. Once you've entered all of the necessary information on both sides of the Quick Start process, all that's left is clicking the button at the bottom of the window to build your Clients & Profits database.