PRODUCTION |
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ACCOUNTING |
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Introduction
Overview
of Information Center and flow of menus in Clients &
Profits X.
Running time: 3:49
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Accounts
Payable - Introduction
Overview of accounts payable (where you’ll track purchases made
by your shop).
Running time: 4:53
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Job
Tickets - Introduction
Track key information about each job your shop works on.
Running times: 5:06 |
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Adding
AP without a PO
Add an accounts payable invoice without referring to a purchase order.
Running time: 5:41 |
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Adding
Jobs Manually
Add new job tickets.
Running time: 5:01 |
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Adding
AP with a PO
Add A/P invoice referring to a Purchase Order.
Running time: 3:13 |
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Adding
Jobs using Job Types
Add new job tickets using job types.
Running times: 5:07 |
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Add
Overhead Invoice
Add overhead A/P invoice.
Running time: 2:36 |
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Adding
Jobs Using Cloning
Add new job tickets based on old jobs.
Running time: 4:07 |
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Editing
Invoices
Edit A/P invoices.
Running time: 2:45 |
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Edit
Job Task Window
Edit tasks on job tickets.
Running times: 5:09 |
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Recurring & Cloning
AP Invoices
Add recurring and cloning A/P invoices .
Running time: 3:20 |
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Job
Tools & Renumbering
Use a job ticket's job tools if needed.
Running time: 6:04 |
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Adding
Media Accrual
Add a media accrual A/P invoice (not in Classic).
Running time: 3:10 |
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Estimates
- Introduction
An overview of estimating.
Running time: 4:49
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Proofing,
Posting & Printing AP
Proof and post A/P invoices, and print A/P reports.
Running time: 3:05 |
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Adding & Editing
Estimates
Add and edit job estimates.
Running time: 4:50 |
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Checkbook
- Introduction
Overview of the checkbook in C&P .
Running time: 2:26 |
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Printing
Estimates
Review estimate print options and printing job estimates.
Running time: 4:40 |
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Adding
Checks
Add checks through checkbook.
Running time: 5:51 |
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Estimate
Revisions & Final Estimates
Editing estimates and choosing final estimate.
Running time: 3:15 |
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Autopay,
Checkbook Tools & Reports
Autopay is the quickest way to pay many vendors at one time.
Running time: 5:51 |
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Change
Orders
Add change orders for job tickets.
Running time: 4:07 |
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Billing
Workflow
Create billing workflow steps for your shop.
Running time: 3:45 |
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Trafficking
- Introduction
An overview of C&P job trafficking.
Running time: 3:44 |
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Accounts
Receivable & Autobill
Autobill is the quickest way to bill many jobs at one time.
Running time: 4:12 |
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Traffic
Status Table & Codes
Add and edit production and billing status codes.
Running time: 5:49 |
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Accounts
- Receivable -Estimates
Add estimate billing for a job.
Running time: 1:33 |
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Milestones & Priority
Add and edit milestones and job priority to job tickets.
Running time: 4:08 |
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Accounts
- Receivable - WIP
Add WIP billing for a job.
Running time: 1:40 |
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Updating
Traffic Information
Edit traffic information for many jobs at one time.
Running time: 5:14 |
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Accounts
- Receivable - Media
Add media billing for a client.
Running time: 2:03 |
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Production
Planner
Use one-stop window to edit many aspects of job trafficking.
Running time: 4:23 |
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Advance
Billing
Add advance billing for a job ticket.
Running time: 1:59 |
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Job
Scheduling - Adding
Add a job schedule to a job ticket.
Running time: 5:27 |
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Retainer
Billing
Add retainer billing for a client.
Running time: 1:06 |
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Schedule
Availability & Sub Tasks
Setting up staff availability and using scheduling subtasks.
Running time: 4:36 |
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Misc
Billing
Add miscellaneous billing for a client.
Running time: 1:16 |
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Weekly
Task Planner
Each staffer can review their own current and future scheduled tasks.
Running time: 4:35 |
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Finance
Charge Billing
Add finance charge billing for a client.
Running time: 1:31 |
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Production
Reports
Print and review key production information.
Running time: 5:21 |
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Editing
AR Invoices
Edit accounts receivable invoices.
Running time: 2:21 |
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Job
Reports
Print and review important aspects of jobs.
Running time: 6:15 |
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AR
Posting, Reports & Statements
Print and review accounts receivable reports and client statements.
Running time: 4:17 |
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Clients
- Account Management
Add and manage your client information.
Running time: 4:53 |
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Client
Payments - Introduction
Overview of types of client payments.
Running time: 1:42 |
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Account
Management - Jobs & Calendar
Various tools available to help AEs track and manage clients’ jobs.
Running time: 3:43 |
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Add
Client Payment
Add and edit client payments.
Running time: 5:38 |
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Account
Management - Meeting Manager
Add and manage client meetings.
Running time: 3:00 |
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Add
Bank Deposit, Proofing & Posting Reports
Add bank deposit through Client Payments, proof, post, and print reports.
Running time: 4:02 |
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Client
Relationships & Follow-up
Create materials and add campaigns to reach current and potential clients.
Running time: 3:26 |
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General
Ledger - Introduction & Add Journal
Using the General Ledger and add journal entries.
Running time: 6:14 |
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Job
Costing & Timecard
Add time entries through time cards.
Running time: 5:11 |
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Chart
of Accounts
Add and edit General Ledger accounts.
Running time: 6:01 |
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Time
Sheets
Add time through time sheets.
Running time: 4:13 |
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Closing
the Year
Closing the year in your Clients & Profits database.
Running time: 3:10 |
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Time & Productivity
Reports
Print and review billable and unbillable time entries by
staffer, job, client and more.
Running time: 5:22 |
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Auditor,
Add & Adjust JE
Use General Ledger Auditor reports to review contents of G/L.
Running time: 3:53 |
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Billing
Rates Part 1 Part
2
Task, client, and staff billing rates explained.
Running time: 5:27 / 4:31 |
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Payroll,
Transfer & Reconcile
General Ledger tools explained (not in Classic).
Running time: 3:24 |
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Expense
Reports
Add expense reports for job costing.
Running time: 3:57 |
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Overhead
and PL Analysis
Determine true cost of servicing your clients using overhead allocation
worksheet, and print Client P&L Analysis report to review.
Running time: 3:30 |
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Internal
Charges
Add internal charges for job costing.
Running time: 3:26 |
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GL
Reports
G/L journal, audit trail, and analysis reports.
Running time: 4:02 |
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Purchase
Orders
Add purchase orders for job commitments.
Running time: 5:27 |
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Financial
Reports
Print and review important financial reports.
Running time: 5:18 |
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Clone
Orders & PO Reports
Clone existing POs to save time; print various PO reports.
Running time: 4:50 |
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Profitability
Determine job, client, task, job type, etc., profitability.
Running time: 5:06 |
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Media
- Introduction
Media features and media traffic window.
Running time: 4:05 |
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Collections
Manager
Track and make notes about outstanding accounts receivable invoices.
Running time: 2:40 |
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Media
Estimate
Add and edit media estimates.
Running time: 4:02 |
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Media
Print Plans
Add and edit media print plans (not in Classic).
Running time: 3:49 |
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Media
Broadcast Plans
Add broadcast media plans to print for your clients’ approval (not
in Classic).
Running time: 3:47 |
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Media
Publications & Stations
Add media publication and station information.
Running time: 4:15 |
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Media
Report & Billing Goals
Track, print and review important media information.
Running time: 3:57 |
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Insertion
Orders
Add insertion orders for print ads.
Running time: 4:48 |
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Broadcast
Orders
Add and edit broadcast orders (not in Classic).
Running time: 5:07 |
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Interactive & Outdoor
Orders
Adding interactive and outdoor orders.
Running time: 4:32 |
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