Clients & Profits | Training Class Videos

Free help: USER GUIDE | WHAT'S NEW

Home > Support > Training Class Videos

Watch individual Clients & Profits Classroom video training sessions, separated by subject, anytime in Quicktime format. You must have Quicktime 7.0 or higher to view these videos, which will open individually in Quicktime Player. If you don't have Apple Quicktime, you can download it for free here.

Having trouble watching the training videos? Click here for troubleshooting tips.

PRODUCTION		ACCOUNTING
	Introduction Overview of Information Center and flow of menus in Clients & Profits X. Running time: 3:49		Accounts Payable - Introduction Overview of accounts payable (where you’ll track purchases made by your shop). Running time: 4:53

	Job Tickets - Introduction Track key information about each job your shop works on. Running times: 5:06		Adding AP without a PO Add an accounts payable invoice without referring to a purchase order. Running time: 5:41

	Adding Jobs Manually Add new job tickets. Running time: 5:01		Adding AP with a PO Add A/P invoice referring to a Purchase Order. Running time: 3:13

	Adding Jobs using Job Types Add new job tickets using job types. Running times: 5:07		Add Overhead Invoice Add overhead A/P invoice. Running time: 2:36

	Adding Jobs Using Cloning Add new job tickets based on old jobs. Running time: 4:07		Editing Invoices Edit A/P invoices. Running time: 2:45

	Edit Job Task Window Edit tasks on job tickets. Running times: 5:09		Recurring & Cloning AP Invoices Add recurring and cloning A/P invoices . Running time: 3:20

	Job Tools & Renumbering Use a job ticket's job tools if needed. Running time: 6:04		Adding Media Accrual Add a media accrual A/P invoice (not in Classic). Running time: 3:10

	Estimates - Introduction An overview of estimating. Running time: 4:49		Proofing, Posting & Printing AP Proof and post A/P invoices, and print A/P reports. Running time: 3:05

	Adding & Editing Estimates Add and edit job estimates. Running time: 4:50		Checkbook - Introduction Overview of the checkbook in C&P . Running time: 2:26

	Printing Estimates Review estimate print options and printing job estimates. Running time: 4:40		Adding Checks Add checks through checkbook. Running time: 5:51

	Estimate Revisions & Final Estimates Editing estimates and choosing final estimate. Running time: 3:15		Autopay, Checkbook Tools & Reports Autopay is the quickest way to pay many vendors at one time. Running time: 5:51

	Change Orders Add change orders for job tickets. Running time: 4:07		Billing Workflow Create billing workflow steps for your shop. Running time: 3:45

	Trafficking - Introduction An overview of C&P job trafficking. Running time: 3:44		Accounts Receivable & Autobill Autobill is the quickest way to bill many jobs at one time. Running time: 4:12

	Traffic Status Table & Codes Add and edit production and billing status codes. Running time: 5:49		Accounts - Receivable -Estimates Add estimate billing for a job. Running time: 1:33

	Milestones & Priority Add and edit milestones and job priority to job tickets. Running time: 4:08		Accounts - Receivable - WIP Add WIP billing for a job. Running time: 1:40

	Updating Traffic Information Edit traffic information for many jobs at one time. Running time: 5:14		Accounts - Receivable - Media Add media billing for a client. Running time: 2:03

	Production Planner Use one-stop window to edit many aspects of job trafficking. Running time: 4:23		Advance Billing Add advance billing for a job ticket. Running time: 1:59

	Job Scheduling - Adding Add a job schedule to a job ticket. Running time: 5:27		Retainer Billing Add retainer billing for a client. Running time: 1:06

	Schedule Availability & Sub Tasks Setting up staff availability and using scheduling subtasks. Running time: 4:36		Misc Billing Add miscellaneous billing for a client. Running time: 1:16

	Weekly Task Planner Each staffer can review their own current and future scheduled tasks. Running time: 4:35		Finance Charge Billing Add finance charge billing for a client. Running time: 1:31

	Production Reports Print and review key production information. Running time: 5:21		Editing AR Invoices Edit accounts receivable invoices. Running time: 2:21

	Job Reports Print and review important aspects of jobs. Running time: 6:15		AR Posting, Reports & Statements Print and review accounts receivable reports and client statements. Running time: 4:17

	Clients - Account Management Add and manage your client information. Running time: 4:53		Client Payments - Introduction Overview of types of client payments. Running time: 1:42

	Account Management - Jobs & Calendar Various tools available to help AEs track and manage clients’ jobs. Running time: 3:43		Add Client Payment Add and edit client payments. Running time: 5:38

	Account Management - Meeting Manager Add and manage client meetings. Running time: 3:00		Add Bank Deposit, Proofing & Posting Reports Add bank deposit through Client Payments, proof, post, and print reports. Running time: 4:02

	Client Relationships & Follow-up Create materials and add campaigns to reach current and potential clients. Running time: 3:26		General Ledger - Introduction & Add Journal Using the General Ledger and add journal entries. Running time: 6:14

	Job Costing & Timecard Add time entries through time cards. Running time: 5:11		Chart of Accounts Add and edit General Ledger accounts. Running time: 6:01

	Time Sheets Add time through time sheets. Running time: 4:13		Closing the Year Closing the year in your Clients & Profits database. Running time: 3:10

	Time & Productivity Reports Print and review billable and unbillable time entries by staffer, job, client and more. Running time: 5:22		Auditor, Add & Adjust JE Use General Ledger Auditor reports to review contents of G/L. Running time: 3:53

	Billing Rates Part 1 Part 2 Task, client, and staff billing rates explained. Running time: 5:27 / 4:31		Payroll, Transfer & Reconcile General Ledger tools explained (not in Classic). Running time: 3:24

	Expense Reports Add expense reports for job costing. Running time: 3:57		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

	Internal Charges Add internal charges for job costing. Running time: 3:26		GL Reports G/L journal, audit trail, and analysis reports. Running time: 4:02

	Purchase Orders Add purchase orders for job commitments. Running time: 5:27	Financial Reports Print and review important financial reports. Running time: 5:18

	Clone Orders & PO Reports Clone existing POs to save time; print various PO reports. Running time: 4:50	Profitability Determine job, client, task, job type, etc., profitability. Running time: 5:06

	Media - Introduction Media features and media traffic window. Running time: 4:05	Collections Manager Track and make notes about outstanding accounts receivable invoices. Running time: 2:40

	Media Estimate Add and edit media estimates. Running time: 4:02

	Media Print Plans Add and edit media print plans (not in Classic). Running time: 3:49

	Media Broadcast Plans Add broadcast media plans to print for your clients’ approval (not in Classic). Running time: 3:47

	Media Publications & Stations Add media publication and station information. Running time: 4:15

	Media Report & Billing Goals Track, print and review important media information. Running time: 3:57

	Insertion Orders Add insertion orders for print ads. Running time: 4:48

	Broadcast Orders Add and edit broadcast orders (not in Classic). Running time: 5:07

	Interactive & Outdoor Orders Adding interactive and outdoor orders. Running time: 4:32

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