Since Clients & Profits was designed especially for the advertising industry, you'll probably feel familiar with it after only a few days. It's made to move you smoothly through the steps that every job goes through: estimating, trafficking, costing, and billing -- the same steps you go through now. But instead of using a manual system of job jackets and forms, everything will be in Clients & Profits.

My Clients Clients are the most essential part of your Clients & Profits database for a simple reason: A job ticket can't be opened without one. Every job ticket is opened for one client. The client account maintains important details about your customers: name, contacts, address, telephone numbers, and balances.

My Jobs The My Jobs window gives you a quick overview of your jobs. A Job List can be printed for all jobs on your list.

My Creative Dashboard New! The My Jobs window gives you a quick overview of your jobs. A Job List can be printed for all jobs on your list.

My Calendar The My Calendar is a useful tool for managing your time and your work. Calendar entries can be entered at any time to help users remember important work-related dates, such as client presentations, vendor meetings, conferences, and planning sessions.

My Time Card Everyone can track their daily time using the built-in time card. It keeps a daily record of the jobs and tasks on which you work. You can enter billable and unbillable time for any client, including agency time (i.e., meetings, vacations, etc.). Time entries are added throughout the day as you work.

My Expense Report Employee expense advances are tracked on financial statements, as well as on a check report. These reports make it easy to manage expense advances. The checks issued for advances can be reconciled to the employee's expense reports.etc.).

My Approvals New! The approval manager simplifies and automates the entire approval process for jobs, artwork and content, estimates, purchase and insertion orders, media plans, vendor invoice, and client invoices. This windows lets you see your approval requests, as well as the requests made of you, and approve or reject them.

My Weekly Task Planner The Weekly Task Planner lists your unfinished job tasks for the current week. It is a personal scheduler that shows your unfinished jobs and tasks. Tasks are grouped by day, giving you a clear look at your week's deadlines. For each deadline you'll see its job number and task, the hours left on the task from the estimate, and when the task is due.

My Custom Reports Custom reports let you see and print information that isn't available (or formatted the way you want) from standard Clients & Profits reports. The report writer lets you design lists showing data from any part of your database, such as clients, jobs, tasks, costs, and the general ledger.