These two-day training classes present an overview
of the complete Clients & Profits software to new and moderately-experienced
users. The first day focuses on job tickets, including estimating
and traffic. The second day is devoted to client billing and
financial accounting. Students will leave the class with a solid
view of the "big picture" to help them better use Clients & Profits.
This class outline describes in detail how the topics are presented.
Classes are taught by Mindy
Williams and Karen
Farnum, Clients & Profits staffers. Meet
the trainers.
PREREQUISITE : online tutorial or hands-on
tutorial
Thursday - Production
The first day of the new-user class focuses on production:
clients, job tickets, tasks, trafficking and scheduling, estimating,
printing job reports, time keeping, expense tracking, and purchase
orders.
8:30 - 8:45 Intro & Overview
8:45 - 9:00 Proposals
9:00 - 9:30 Job tickets
9:30 - 9:45 Estimates
9:45 - 10:00 Change orders
Break
/ Office Tour
10:30 - 10:45 Traffic features
10:45 - 11:00 Production planner
11:00 - 11:30 Scheduling
11:30 - 11:45 Updating sch & traffic
11:45 - 12:30 Prod & Job reports
Lunch
1:30 - 1:45 My clients/Acct mgmt
1:45 - 2:00 Client relationship mgr
2:00 - 2:15 My calendar
2:15 - 2:30 My time card
Break
2:45 - 3:00 Time sheets
3:00 - 3:30 Billing rates
3:30 - 3:45 My expense report
3:45 - 4:00 Internal charges
4:00 - 4:15 Purchase orders
4:15 - 4:30 PO reports; Close/review
Friday - Accounting
Day 2 is devoted to client billing,
media, and financial accounting. You will leave the class
with a solid view of the "big picture" to help
you better use Clients & Profits.
8:30 - 8:45 Overview/Review
8:45 - 9:00 A/P
9:00 - 9:30 Adding, editing A/P
9:30 - 9:45 Proofing, posting A/P
9:45 - 10:00 Checks
10:00 - 10:15 Writing, editing checks
10:15 - 10:30 Autopay, bank rec
10:30 - 10:45 Check reports
Break
11:00 - 11:15 Billing workflow
11:15 - 11:30 Job WIP, bill preview
11:30 - 11:45 Job cost transfers
11:45 - 12:00 A/R
12:00 - 12:30 Adding A/R invoices
Lunch
1:30 - 1:45 Proof, post A/R; reports
1:45 - 2:00 Payments; Retainers
2:00 - 2:15 Media: Est & Plans
2:15 - 2:30 IOs; BOs; reports
Break
2:45 - 3:00 G/L, adding JEs
3:00 - 3:15 G/L accts, budgets
3:15 - 3:30 G/L tools, prefs
3:30 - 3:45 G/L reports, financials
3:45 - 4:00 Overhead alloc, P&Ls
4:00 - 4:30 Q&A
 Class
Workbook sample (149k)
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